Add a proposal

This help information explains how to start with a blank slate in ProPricer EstimatorFLEX. 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.
   • If you created a proposal template previously, you can select it to use its settings in your new proposal.
   • 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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