Adding a Proposal Line Item

You can add an unlimited number of line items to a Proposal, and these line items will be automatically added up to provide the total at the bottom of the Proposal.

NOTE: You do have the option to hide the Proposal total if you do not want to show the line items adding up (in the case of a Proposal that shows different options or packages.

You can add the following details to an Proposal line item:

  • Item name
  • Description
  • Item creation date
  • Quantity/hours - Must be at least "1" to calculate a subtotal for the item
  • Unit cost
  • Sales tax rate (as a percentage)
  • Markup/discount (as a percentage) - for discount, use a hyphen (e.g., -2.25).

To Add a Proposal Line Item:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event Dashboard.
    • Use the Quick Launch tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Find the Proposal to which you want to add line items and click on the "Open" link.
  3. Find the "Line Items" box and click on "Add New Line Item".
  4. Add the item name; description; item date; quantity/hours/ unit cost; sales tax rate; and markup/discount rate. Click "Save" when you are finished.

After you have added the line item, you can add an image to the line item by clicking on the "+" symbol in the gray box to the left of the line item.

You can also move the line item by clicking on and dragging the up/down symbol to the left of the line item.

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