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Build and send a proposal

Line items, margin, and e-signature, checked before it goes out.

Open a proposal in FL Permit PayProposals page

Before you start

  • A customer

    Choose the customer who will receive the proposal.

  • Reviewed scope and quantities

    Confirm the work, quantities, options, and exclusions before sending.

  • Payment and warranty terms

    Have the terms your company intends to offer ready for review.

Follow the task on screen.

The FL Permit Pay Proposals page, showing sample proposals with the New proposal control and the Draft, Sent, Accepted and Needs review lifecycle filters.
  1. Step 1. New proposalOpens the proposal intake on this page.
  2. Step 2. AllEvery proposal regardless of state. The filters beside it narrow to one lifecycle stage.
  3. Step 3. SentWhat has actually gone out. Draft sits to its left, Accepted to its right.
  4. Step 4. Needs reviewProposals FL Permit Pay is holding back until a person resolves the notice on them.
  1. Marker 1 on the screenshot

    Start the proposal

    Select New proposal. The intake opens on this page, below the header.

    Done whenThe proposal intake fields appear and are ready for the customer and job.

  2. Not on this screen

    Review the scope before anyone else sees it

    Open the proposal and work through the scope, quantities, exclusions and terms, using Options for the good/better/best tiers you want the customer to choose between. Generated quantities and prices are working inputs, not an approved quote.

    Done whenThe internal package reflects what your company intends to offer.

  3. Marker 4 on the screenshot

    Clear anything sitting in Needs review

    Use the Needs review filter to find proposals FL Permit Pay is holding back, and resolve each notice before sending.

    Done whenThe proposal leaves the Needs review filter once every notice is resolved.

  4. Marker 3 on the screenshot

    Send the version you approved

    Confirm the recipient, then select Send to customer. The lifecycle filters across the top (Draft, Sent, Accepted) are where you watch what happened next.

    Done whenFL Permit Pay records the send attempt. A recorded send is not proof of delivery; uncertain delivery still needs a phone call.

You are finished when

The reviewed proposal is shared with the customer

FL Permit Pay records the send attempt and keeps the current proposal lifecycle visible for follow-up.

Troubleshooting

The proposal will not send.

Open it from the Needs review filter, resolve the notice shown on it, and confirm your role has proposal and email-send access.

Supplier pricing is marked stale.

Refresh and review the affected generated lines before sending.