Submit a proposal

Submit a proposal when your pricing team is ready to work on it in ProPricer™ Contractor Edition Enterprise. If the proposal is unlocked, the submittal process will automatically lock it to keep all the data safe from changes. You can also lock a proposal manually before submitting it.

  1. In the Navigation Pane, click Proposals.
  2. On the Proposals page, select a proposal.
  3. Go to the right and click Submit.
  4. In the Username and Password fields, enter your ProPricer CE Enterprise credentials for the selected data server. To select a different data server, go to the proposal's Integration settings.
  5. Click Submit.
To submit proposals, you need the correct proposal permissions and estimating permissions. Make sure your role can access all features listed in both sets of permissions.

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