Proposal FAQ
- How do I add Terms and Conditions to my quotes?
- How do I combine multiple projects on a single quote?
- How can I add a item to a quote that is not included in the database?
- How do I delete unwanted projects from the projects listing?
- How do I delete unwanted or old quotes?
- Where are the quotes stored on my computer?
- How Do I Format My Logo To Place on My Quotes?
- How Do I Import My Pricelist?
- How Do I Import a Customer List?
- How do I have notes printed out on each proposal automatically?
- How do I export a report to Clip?
- How do I create a list of the plants and the care information for my customer?
- How do I export a report to QuickBooks?
- How do I create a proposal without having to create a project in Image Editor or Planner?
How do I add Terms and Conditions to my quotes?
You can add Terms & Conditions to every quote as a default. In Proposal, go to TOOLS >> COMPANY DEFAULTS, in the NOTES area type your Terms and Conditions to appear on every quote. These notes will appear at the bottom of most quote templates just after the quote totals. To modify the terms on a specific quote, go to the PROPERTIES tab and select the ... next to NOTES field and you will be able to modify the notes for just that quote.
How do I combine multiple projects on a single quote?
Create a quote on the first project file.
Go to the Pricing tab on the quote and select the dropdown next to the green plus sign and select Add Items from a Project.
You will be prompted to select your second project file.
Repeat if necessary for third, forth and so on.
How can I add a item to a quote that is not included in the database?
This can be done on the Pricing tab of the quote by pressing the dropdown next to the green plus as shown above and selecting Add Item.
This will open a windows where you can enter a description, price, quantity and many other options. Many users will user this option to add a separate line item for job labor or brush removal.How do I delete unwanted projects from the projects listing?
To delete the projects created in Planner, you must do this in Image Editor. Open Image Editor and go to the Greenhouse tab and select DELETE and select the unwanted Planner projects and click OK.
To delete the projects created in Image Editor, you must do this in Planner. Open Planner and go to DRAW >> GREENHOUSE >> DELETE GREENHOUSE and select the unwanted Image Editor projects and click OK.
How do I delete unwanted or old quotes?
You can delete unwanted quotes by opening PROPOSAL and selecting FILE >> DELETE. You will be prompted to select the quote to delete.
Where are the quotes stored on my computer?
When you produce quotations, these quotes are stored in the PRO Landscape database. The database is saved in the Reports folder as noted in the TOOLS >> PRO LANDSCAPE TOOLS >> DATABASE tab location. If you would like an actual file of individual quotes, you should open the individual quotes in Proposal and export them to a PDF document and save them to a common location in your Documents folder.
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.
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.
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.
How do I have notes printed out on each proposal automatically?
- Tools > Company Information.
- Click on the Defaults tab.
- In "Notes to print on quotes" enter in the information you would like to include in each proposal, OK.
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.
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.
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.
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.