Add a proposal

This help information explains how to start with a blank slate in ProPricer™ EstimatorFLEX. The new proposal you create will initially use settings from a default proposal template or a custom one, and it will be completely empty. To add a ProPricer Contractor Edition Enterprise proposal with its estimates included, see Add a Proposal from CE.

1. In the Navigation Pane, click Proposals.
2. On the Proposals page, click Add Proposal, then select a proposal template. The proposal settings will open as a series of tabs. Required settings are marked with an asterisk *.
3. You must complete the settings under Properties first. When you're done, click Create.
4. Click the Integration, Configuration, Estimates, Workflow, Information, and Text tabs to complete the remaining settings.
5. Click Close.

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