A proposal is a detailed document that outlines the project's selling price, including applicable taxes, that yields a PDF document that can be submitted to the customer. To create a proposal in STACK, click the ellipse and choose New Proposal.
Creating the proposal adds three additional points of data to the estimate.
- Markup: Add markup to achieve the selling price of material, labor, or equipment. Markup can be adding the each individual row, or to the project as a whole, or both.
- Taxes: Taxes can be applied per category allowing the user to apply tax or not. For example, some states require tax on materials and labor, while some states require tax on only materials. The user can choose whether to apply tax or not based on the locality.
Markup can be applied in two places within the proposal.
Markup can be applied to each row by entering the markup percentage for that item.
Or markup can be applied to the project as a whole.
Or markup can be applied in both places, allowing the user complete flexibility on the pricing structure of the project.
As markup is added, the selling price and profit margin indicators will update automatically.
Taxes can be applied per category, giving the user the choose of applying tax or not.
The pie chart, ledger, and indicators will all be updated as percentages are added to the project giving you a real-time update as the user progresses through the project.
To add the additional text information to the proposal, click on edit properties.
This will open a window allowing the user to enter customer information, scope of work, and terms and conditions. This information will be transferred to the final PDF version of the proposal.
Tip #1: Multiple proposals can be created from the same estimate
Tip#2: An estimate and proposal can be created at the same time if the user wants to work with the worksheet as a whole. User would create the estimate, and then immediately create the proposal
Click the download to open the PDF presentation options.
By default, the proposal will show a lump sum amount for the project. The user can additionally choose to show subtotals by cost type and/or include all the item detail. User can also choose to include a signature line or not.