Proposal Layout

Important:

Access to the Opportunities application is restricted. As communicated in the OpenAir 2023.2 release notes, enabling the Opportunities application is no longer permitted. You can continue using the Opportunities if it is currently enabled in your account.

As an alternative to using the Opportunities module, consider using project stages to track projects through the sales cycle. For more information about project stages, see Project Stages.

Proposals generated in OpenAir are built by adding various proposal components such as text items, hourly items, and fixed fee items. Together these components make the proposal a report that can be mailed directly to customers for review and acceptance.

The proposal report that the customer sees using the proposal link in the email is controlled by the Proposal Layout option. Here you may identify which columns are displayed to the customer and in what order. You can identify the layout of the paper, the type of lines to display such as a grid or none, the format of dates, and the top margin to accommodate your company logo, unless you've chosen to override margin control in the logo settings. See Logos: UI, documents. The proposal layout form also doubles as a configuration for the starting number for proposals. The default starting number is 1 and proposals are incremented by default by l.

To define a Proposal layout:

1. Go to Administration > Application Settings > Opportunities > Proposal layout.