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.
- In the navigation menu, click Proposals.
- On the Proposals page, select a proposal.
- Go to the right and click Submit.
- Enter your ProPricer CE Enterprise credentials or Windows credentials for the selected data server.
- To change your login type, go to your system settings.
- To select a different data server, go to the Integration proposal settings.
- Select Add with new version to submit the proposal with a different version number. If an older version of the same proposal already exists in ProPricer CE Enterprise, this option will prevent it from being overwritten. (Optional)
- 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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