Proposal FAQ

  1. How Do I Format My Logo To Place on My Quotes?
  2. How Do I Import My Pricelist?
  3. How Do I Import a Customer List?
  4. How do I have notes printed out on each proposal automatically?
  5. How do I export a report to Clip?
  6. How do I create a list of the plants and the care information for my customer?
  7. How do I export a report to QuickBooks?
  8. How do I create a proposal without having to create a project in Image Editor or Planner?

  1. How Do I Format My Logo To Place on My Quotes?

    The ideal size for your logo to insert into Proposal is 100 pixels tall by 250 pixels wide.  Unfortunately, not all logos fit the space and need to be reformatted.  In order to fit your logo in the provided space, you may need to add white space to the height or width of the logo image.

    Original Logo

    Logo with added whitespace

    To adjust the size of your logo, you will need to use another program such as Adobe PhotoShop Elements, Corel PaintShop Pro, Microsoft Paint or other imaging software programs.  As long as the logo width is exactly 2.5 times the height, Proposal with fit the logo to the allotted space. As an example, say your logo is 200 pixels x 250 pixels, you will need to add an extra 150 pixels to the width which will bring the total size to 200 pixels x 500 pixels(200 x 2.5).

    Once the image is formatted, save the image in JPG or BMP format.  To add the logo to Proposal, go to the TOOLS menu within Proposal and select COMPANY SETUP and the COMPANY LOGO tab.  Next, browse for the new logo file and click OK.  When you open an existing quote, the new logo should appear.

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  2. How Do I Import My Pricelist?

    PRO Landscape allows users to import pricing from an external source, to do this the price data needs to be formatted properly.  The Import Prices utility requires that the price data be saved in a tab-delimited text (.txt) file like the file shown below.  We used Notepad to create this text file.

    The each entry should contain the Item SKU as shown in the PRO Landscape database, followed by a tab, the item price (do not include the currency sign), and press enter and continue to the next item. Notice that in the example above that the columns don’t always line up perfectly, the first three item numbers end just before the tab stop and the last two end just beyond the tab stop.

    Note that if you want the SKU in the PRO Landscape database to match your vendor’s SKU or your in-house SKU, the SKU can be changed within the PRO Landscape Database & Price Editor found in the TOOLS dropdown menu.

    If you want more flexibility with the external data, you may want to insert price data into a spreadsheet such as Microsoft Excel and export only the columns which include SKU and price to a tab-delimited text file.  This will allow you to include data such as item description and unit size.

    Once you have created the price data file go to FILE > IMPORT > PRICES within PRO Landscape Proposal.  Navigate to the saved price text file, select the file and click OPEN.  When the import is finished you should receive a log file that looks similar to the file below.

    The first four items were update successfully and the last was not updated due to an invalid SKU.  In this later case, compare the SKU in your PRO Landscape database with the SKU in the text and correct so that they match. Repeat the import procedure.

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  3. How Do I Import a Customer List?

    Proposal allows you to import your customer list from an  external source. To import the customer list the file needs to be in Comma Separated Value (CSV) format.  The easiest method is the use a spreadsheet such as Microsoft Excel to organize the customer list.  Once your customer list is entered, save the spreadsheet in CSV format.  Setup the spreadsheet in the format shown below.

    Microsoft Excel Setup for Importing Customer List into PRO Landscape

    Column

    Field

    Column

    Field

    A

    Customer Number

    M

    Email

    B

    Company Name

    N

    Website

    C

    Contact First Name

    O

    Sales Rep

    D

    Contact Last Name

    P

    Residential (If residential, enter 1)

    E

    Address Line 1

    Q

    Tax Exempt (If tax exempt enter 1)

    F

    Address Line 2

    R

    Unused – leave blank

    G

    City

    S

    Unused – leave blank

    H

    State

    T

    Unused – leave blank

    I

    Zip code

    U

    Unused – leave blank

    J

    Phone

    V

    Notes

    K

    Mobile Phone

    W

    End of Record Marker (enter 1)

    L

    Fax Number

     

     

    Once the file is saved, open Proposal and go to FILE > IMPORT > CUSTOMERS and select the CSV file you created above.  Once the import process is complete, check your customer list for accuracy by selecting TOOLS > CUSTOMER LIST.

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  4. How do I have notes printed out on each proposal automatically?

    1. Tools > Company Information.
    2. Click on the Defaults tab.
    3. In "Notes to print on quotes" enter in the information you would like to include in each proposal, OK.

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  5. How do I export a report to Clip?

    • File > Export > Clip
    • Select the Proposal to export, OK.
    • A dialog box will display telling you an .QTU file was saved into you're my Documents\PRO Landscape directory, OK.

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  6. How do I create a list of the plants and the care information for my customer?

    • Reports > Plant Information.
    • Select the proposal you want to run the plant information, OK.

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  7. How do I export a report to QuickBooks?

    • File > Export > QuickBooks
    • Select the Proposal to export, OK.
    • A dialog box will display telling you an .IIF file was saved into you're my Documents\PRO Landscape directory, OK.

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  8. How do I create a proposal without having to create a project in Image Editor or Planner?

    First a template needs to be created and then you can use it as many times as desired.

    Creating a template.

    • Open Planner and select Start Drawing Immediately.
    • Place one plant in the drawing.
    • File > Save As, name it Template, click Save.

    Using the template.

    • Open Proposal.
    • Select Create A New Proposal, OK.
    • Select your customer name or create a new one by clicking on the green plus sign in the upper right of the dialog box, Next.
    • Select Template, Next.
    • Enter your Proposal Name, Proposal Number, Version and Report Template, Next.
    • Next.
    • In the Customize Items and Prices dialog this is where you can add/edit prices and plants. You can add plants by clicking on the green plus sign in the upper right of the dialog box.
    • Click Finish to run the Proposal.

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