# Creating a Proposal

# Creating a Proposal

1. Go to the account you are creating a proposal for.
2. <span style="white-space: pre-wrap;">Go to </span>****Service****.
3. <span style="white-space: pre-wrap;">Click the </span>****+ New Proposal****<span style="white-space: pre-wrap;"> purple button.</span>
4. <span style="white-space: pre-wrap;">Select </span>****Quote****.
5. <span style="white-space: pre-wrap;">If using a pricebook, toggle to </span>****Pricebook****.
    - Your company must be affiliated with a third party that inputs parts and prices into the system (e.g., Profit Rhino).
    - <span style="white-space: pre-wrap;">If you are not affiliated, choose </span>****Custom Quote****<span style="white-space: pre-wrap;"> instead.</span>
    - Custom Quote also lets you build your own quote from scratch.
6. Add in the concern (e.g., "Installing a new 500g propane tank").
7. Title your quote (e.g., "500g Propane Tank").
8. Add a summary if wanted (e.g., "Installing a 500g above ground propane tank serving the garage, placed 15 feet from the back corner of the garage, next to the white fence.").
9. Choose the template you'd like.
10. Open the proposal.
11. Select the valid dates for the proposal — the window the customer has to sign before it expires.
12. Save changes.

> ****Note:****<span style="white-space: pre-wrap;"> The proposal is hidden from the customer portal until you click the green </span>****Show to Customer****<span style="white-space: pre-wrap;"> button. Once clicked, the status changes to </span>****Pending****<span style="white-space: pre-wrap;"> and the customer can view the proposal from their end.</span>

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# Adding Scope

1. <span style="white-space: pre-wrap;">Click </span>****+ Add Scope****.
2. Choose a title (e.g., "Propane Tank Install").
3. Add in the price.
4. Select the applicable tax.
5. Toggle on what you want shown in the proposal:
    - <span style="white-space: pre-wrap;">For a breakdown, toggle on </span>****Show Line Items****<span style="white-space: pre-wrap;"> and </span>****Show Materials****.
    - To hide the breakdown, keep these toggled off.
    - <span style="white-space: pre-wrap;">To mark the scope as optional, toggle on </span>****Mark Optional****.
    - These settings can be edited later if needed.
6. <span style="white-space: pre-wrap;">Add line items by clicking </span>****+ Add Items****.
7. <span style="white-space: pre-wrap;">Add materials by clicking </span>****+ Add Materials****, or add a premade kit if the job involves a kit already built in Kozy.

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# Sending and Signing

1. <span style="white-space: pre-wrap;">Once the proposal is built, scroll up to </span>****Email PDF****<span style="white-space: pre-wrap;"> or </span>****Generate PDF****<span style="white-space: pre-wrap;"> if you'd like to download it for your own reference.</span>
2. <span style="white-space: pre-wrap;">Click </span>****Show to Customer****<span style="white-space: pre-wrap;"> if you'd like them to view and sign the proposal on their personal portal.</span>
3. <span style="white-space: pre-wrap;">If the customer does not have a portal or email, you can record the signature yourself by clicking the green </span>****Record Signature****<span style="white-space: pre-wrap;"> button.</span>
4. If the customer signs through the portal:
    - The overview will auto-update.
    - You will receive an email from the address affiliated with Kozy notifying you that the customer has signed from their portal.
    - <span style="white-space: pre-wrap;">The status will change from </span>****Draft****<span style="white-space: pre-wrap;"> → </span>****Pending****<span style="white-space: pre-wrap;"> → </span>****Signed****.

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# Creating a Project from a Signed Quote

1. <span style="white-space: pre-wrap;">Once signed, click </span>****Create Project****<span style="white-space: pre-wrap;"> from the signed quote.</span>
2. <span style="white-space: pre-wrap;">Go to </span>****Service****<span style="white-space: pre-wrap;">, then </span>****Open Projects****, and choose the project you just made from the quote.
3. From here you can edit the date, add notes for technicians or dispatch, or add parts.

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# Charging a Deposit

1. <span style="white-space: pre-wrap;">If the job requires a deposit, go to the customer's account and click </span>****Billing****.
2. <span style="white-space: pre-wrap;">Go to the </span>****Payments****<span style="white-space: pre-wrap;"> section and choose </span>****View All****.
3. <span style="white-space: pre-wrap;">Find the credit card the customer wants to use for the down payment and click the green </span>****$****<span style="white-space: pre-wrap;"> button.</span>
4. <span style="white-space: pre-wrap;">Type in the deposit amount and click </span>****Charge****.
5. Result of the charge:
    - If the charge goes through, it will be added to their account.
    - If declined, the system will notify you with a red pop-up in the top right corner stating the payment did not go through.