Navigating the Proposals Page

The Proposal Page in Elevation Advisor is your central hub for managing every proposal you've created. As you begin building and sending proposals, it will populate with a running list of every job you've quoted. This view helps you quickly find, sort, and take action on proposals at every stage of the sales process.

At the top of the screen, you’ll find a search bar where you can type in a client’s name or other unique information to locate a specific proposal. To the right of that is the "Filter by Status" dropdown, which lets you sort proposals based on where they are in the sales journey:

• Draft: Proposals you're still working on and haven’t sent yet. These are editable and flexible as you finalize measurements, materials, and packages.

• Sent: Proposals that have been sent to the client but not yet opened. These are locked from editing but can still be resent or printed.

• Viewed: Proposals the client has opened but hasn’t accepted yet. This status helps you gauge engagement.

• Accepted: Proposals the client has signed off on; these move automatically to the "Proposals to Schedule" list, signaling that it's time to begin planning the work.

• Rejected: The proposal has been rejected by the client.

You can also filter proposals by customer name using the Customer dropdown. This shows your full client list, which is especially useful for repeat clients or managing multiple jobs under the same name. You can scroll through the list or type a name here to quickly find a client.

The year filter allows you to see proposals created in a specific year. If something seems to be missing, check that this filter isn’t limiting your view. Next to that, you can choose to sort proposals from newest to oldest or vice versa, depending on your workflow preferences. This is especially helpful when reviewing activity across seasons or comparing sales trends.

Each proposal in the list has a three-dot menu to the right, and the options that appear depend on the current status of that proposal. This menu provides fast access to core actions.

If the Proposal is in Draft you will see:

• View Project Folder: Access all project-related files like photos, videos, or documents attached during takeoff or proposal creation.

• Edit Proposal: Make changes before the proposal is sent, including pricing, templates, and packages.

• Duplicate Proposal: Create a copy of the proposal, useful for similar projects, seasonal re-quotes, or showing clients multiple options.

• Delete Proposal: Permanently removes the proposal. This action cannot be undone, so use it only when absolutely certain the proposal is no longer needed.

If the Proposal Has Been Sent or Viewed you will these additional items:

• Create PDF: Generate a clean, printable version for in-person presentations, mail-outs, or backup.

• Resend Proposal: Quickly resend the proposal email if the client misplaced it or needs a reminder. This maintains the same proposal link and access.

If the Proposal Has Been Accepted you will see these additional items:

• Create Change Order: Add new work, upgrades, or changes after the client has signed. This maintains proposal integrity while adapting to evolving project scope.

• Update Packages: If your client wants to upgrade to a higher-tier package, this allows you to make the change easily. Elevation will automatically generate a change order reflecting the new selection, preserving the original record.

These tools ensure you're never locked out of managing a proposal as it moves forward, while still preserving the integrity of what the client has already seen or signed. They also provide a seamless workflow from lead to close to production.

Once you're familiar with these tools, you're ready to keep proposals organized and actionable.

How to start a Proposal

When we designed Elevation Advisor, we focused on keeping things simple to help users avoid mistakes and oversights. For this reason, the system guides you to focus on one task at a time through our proposal wizard.

Step 1: Start a New Proposal

Open the menu in the upper left corner and click Proposal, then Create New Proposal in the top right. 

Step 2: Fill Out Project Details (Takeoffs Page)

The Take Offs page first asks you to enter the basics of your project. Under the blue header labeled Details, begin by clicking Customer in the first column and selecting the customer this proposal is for from your list. If this customer is not in your database, click Add Customer and fill in their name, phone number, email, and address(es). Beneath the customer’s name, enter the name you’ll be giving this project. You may do multiple projects for the same customer, so this name will help distinguish it. The address should be filled in for you. If they have more than one address, you can click the Address box and that will open a drop-down menu to choose from.

Step 3: Crew and Time Settings

In the second column, the crew hours should already be filled for you based on the work you did to set up Profit Genie. Keep in mind, this number is based on the total hours you said you work each day minus your unbilled hours. This number is what is used to determine how long a project will take so make sure your daily hours are accurate. Once you’ve finished with crew hours, also enter your crew size for this project and optionally list the Sales Rep. The Created By box will be automatically populate with the name attached to the account creating the proposal.

Step 4: Add General Notes and Images

On the right of these columns is a text box marked General Description. You can use this box to make general notes that apply to the project like adding a gate code, noting dogs in the property, or anything your crews may need to know.

Beside the Proposal Notes button is Add Pictures. To upload images, click and select the image file from your device to add it to your proposal database.

Updated on: 10/10/2025