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How To Forward A Vendor Proposal To Your Client With A Markup

  1. Go to Work Orders page and open a Work Order
    Screenshot 2026-08-21 at 8.00.07 AM
  2. From the "Vendor Proposals" tab forward it to your Client. Enter your Markup value and create a new Client Proposal
    Screenshot 2026-08-21 at 8.02.16 AM
  3. Review the Client Proposal items and save the Proposal. If you save the Proposal as a Draft it will not be visible to your Client or Sent to your Client.
    Screenshot 2026-08-21 at 8.03.30 AM

    After forwarding the Proposal you can come back to the Work Order and view the new Client Proposal under the "Client Proposals" tab.
    Screenshot 2026-08-21 at 8.05.34 AM