Add a proposal

This help information explains how to start with a blank slate in BOE Pro. To add a ProPricer Contractor Edition proposal with its estimates included, see Add a Proposal from CE.

1. In the navigation menu, click Proposals.
2. On the Proposals page, click Add > Add Proposal > (default) to create a proposal that is not based on a template.
   • If you created a proposal template previously, you can select it instead of (default) to copy its proposal settings.
   • The settings of your new proposal will open as a series of tabs. Required settings are marked with an asterisk *.
3. You must complete the settings under Properties first. When you're done, click Create.
4. Click the BOE Sections, Integration, Configuration, Resource Code Mapping, Estimates, Workflow, Information, and Text tabs to complete the remaining settings.
5. Click Close.