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Proposal Summary

Details

 

The Proposal Summary report is a very simple report that lists every Location, System, or Category within the project with it's "installed price", that is Price + Labor + Price Adjustments.

Definitions

 

The Proposal Summary report has the following default Report Definitions:

 

Layout and Fields

 

This report lists your company information along with your logo, as well as the Client information along the top. That is then followed by totals for the grouping you chose. In this example the report was run "By Location". 

 

 

There is a Project subtotal after last grouping lists:

 

 

If you are using Miscellaneous Items they will list after the Project Subtotal:

 

 

The last page of Proposal reports, by default, list the totals for Installation Price, Tax, and then Grand Total:

 

 

If you have Miscellaneous Items in the project, they will list after the Sales Tax line since these are not taxed:

 

Page Footer

 

The Page footer contains the following fields: the Project Name, Project Number, Revision Number, Date, and Page Number.

 

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