Create a new proposal

There are numerous ways to access the page used to create a new quote:
- You can go to the "Organisations" page and click the name of the organisation for whom you want to create a quote.
  Once in the selected organisation's page, scroll down and click "Create" next to the "Quotes & Projects" section.
- You can also go to the "Proposals" page and click "Create" at the top right corner.
- Finally, you can go to the "Projects" page and click "Create" at the top right corner.
All three methods will send you to the page below. The only difference is that when you access it from the organisation's page, the "Organisation" and "Billing Organisation" fields are pre-filled. From here, fill out the form, mark the area or insert a marker on the map, and click "Save" once finished.

SCREENSHOT MARKER	NAME	DESCRIPTION	REQUIRED/ OPTIONAL
1	Name	Descriptive title for the project.	Required
2	Project Category	Select one of the defined project categories.	Required
3	Organisation	Pre-filled if opened from the contact page.	Required
4	Details	Description of the project and work to be done.	Required
5	Address First Line	The address of the project.	Required
6	Address Country	Pre-filled.	Required
7	Map	Must have at least one point added. For more details on using Map feature, see below.	Required
8	Enquiry By	Select the organisation contact who sent the inquiry.	Required
9	Enquiry On	Pre-filled with today's date.	Required
10	Quote Submission Deadline	Date when the customer expects to have a quote.	Required
11	Estimator	Person who is responsible for creating the quote.	Required
12	Probability	Probability of the quote being accepted.	Required
13	Extra Data	You can add extra fields to fit your needs. Please contact Kompass to set them for you.	Optional

For the map feature, mark the area of the project or set a point marker using the toolbar at the bottom of the map display. To pan through the map, select the hand icon (1). To drop a marker/point of the position of the project, select the pin icon (2). You can drop more than one point. To draw the area of the site, select the area/ polygon icon (3). Click around the area of the site. The cursor will have a cross shape allowing you to draw an area. Once your cursor comes close to the first point, it will turn to a hand. Once clicked, it will close the polygon. If you want to delete one of the plotted items, click the bin icon (4). If you want to delete all items, click the warning icon (5). Note that you can import and export .kmz/.kml/.geojson files directly to/ from Kompass map (6).
If you want to create a proposal item for the newly created proposal, go to the previously created proposal, then click "Sales" and "Create"
Fill out the form and click "Save"
The required fields are:

SCREENSHOT MARKER	NAME	DESCRIPTION	REQUIRED/ OPTIONAL
1	Name	Title of the quote item describing what work will be done.	Required
2	Description	Explanation of the work being done.	Required
3	Visibility	Select if this quote item will be visible on the quote document. Pre-filled.	Required
4	Department	Select the department that will be predominately doing this work.	Required
5	Service	Select a departmental service. You must choose a department first to filter through relevant services.	Required
6	Type	Select if this is a lump sum or rate quote item.	Required
7	VAT Rate	Select the sales tax rate.	Required

Note: In the Financials section, the "Price" field will sum up all costs added above and add the Gross Margin. However, users can manually change the price if needed. If the edited price will have less than the target gross margin set by your organisation, the "Gross Margin (%)" field will turn red to indicate that your price will yield less than that set percentage.

For more information regarding Quote Items, see Reference, Quote Items.

Once all proposal items are in place, you can export a document on either pdf or docx format. Click "Documents" and select the template you need. You can define as many documents as you want, normally some for proposals, handovers etc. These are based on any existing documents you will provide during onboarding.