There are many ways to create proposals—from entering the cost codes or bid items manually, to selecting a list of cost codes or bid items in a Picklist, to importing a budget or file. Furthermore, you can export a takeoff to create a proposal by bid item or cost code.
While it is faster and easier to import a proposal, you can also build a proposal manually by entering the individual cost codes and amounts for each cost type, including the overhead and profit.
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Creating proposals from budgets Creating proposals from bid items |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.