Estimates - Proposed Work Type

This article is part of the Estimates section.
If you chose
Proposed Work as the
Type for your estimate, then when you accept a quote it will become a Proposed Work instead of a Job.
- Follow the steps in Estimates - Accepting or Rejecting a Quote to accept the quote.
- The Proposed Works Wizard will open.

- The Description will be pre-populated with details of the Estimate Request it originated from.
- You can also click the Create Proposed Work button from inside a quote to bring up the wizard.

- From here, you can carry on setting up your Proposed Work in the usual way.
Related Articles
Proposed Works - Setting Up a New Proposed Works Fund
This article is part of the Proposed Works section. Find all related articles here: Proposed Works This article covers how to create a new Proposed Works Fund to collect monies from your clients. If you want to collect votes, see Proposed Works - ...
Proposed Works - Voting Only
This article is part of the Proposed Works section. Find all related articles here: Proposed Works Creating a Voting Only Proposed Work and Requesting Votes Before you start, please ensure you have created and uploaded a mail merge template to use to ...
Proposed Works - Requesting Funds from Clients
This article is part of the Proposed Works section. Find all related articles here: Proposed Works After creating a new Proposed Work, you can request payment from clients. Before you start, please ensure you have created and uploaded a mail merge ...
Estimates - Creating a Job from an Estimate
This article is part of the Estimates section. Find all related articles here: Estimates If you chose Job as the Type for your estimate, then when you accept a quote it will become a Job. You will be automatically taken to the Stage 1: Create Job ...
Proposed Works - Cancelling a Proposed Work
This article is part of the Proposed Works section. Find all related articles here: Proposed Works Cancelling a Proposed Work You may decide to cancel a Proposed Work if you do not get enough interest from your clients. To do this: Open your Proposed ...