Sync data in a proposal

To keep everything in your proposal up to date, you'll need to sync it with the most recent rate table and resource field data from ProPricer™ Contractor Edition Enterprise. The database you connect to and the data you sync depend on your proposal's Integration settings.

If the data used in your proposal no longer matches what's in your ProPricer CE Enterprise database, your proposal will be out of sync.

  1. In the Navigation Pane, click Proposals.
  2. On the Proposals page, select a proposal, then click More actions > Sync.
  3. 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.
  4. Click Sync.
If you forgot your ProPricer CE Enterprise credentials or don't have any yet, then a CE Enterprise user with Administrator rights must assist you.

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