Submit a proposal

You should submit a proposal when your pricing team is ready to work on it in ProPricer Contractor Edition.

When a proposal is submitted, it is also automatically synced with the most recent global data on your ProPricer Contractor Edition server. This ensures your proposal has up-to-date rate information and will be submitted successfully. If any rates were intentionally overridden in your proposal, you can protect those overrides from being updated.

To submit proposals, you need the correct proposal permissions and estimating permissions. Make sure your role can access all features listed in both sets of permissions.

Before submitting or syncing a proposal, it must be unlocked. If a proposal is locked when you attempt to submit or sync, a prompt appears so you can quickly unlock it. To do so, your role must have permission to lock and unlock proposals.

Do one of the following:
- Go to the dashboard for the proposal, then click Submit.
- On the Proposals page, select a proposal, go to the right, then click Submit. Or hover over the selected proposal, then click More > Submit to Contractor Edition.
- From anywhere in BOE Pro, go to the breadcrumbs at the top, expand the second menu from the left, then click Submit to Contractor Edition.
If your login type requires credentials, enter them in the appropriate fields to access the selected data server.
- To change your login type, go to your system settings.
- To select a different data server, go to the Integration proposal settings.
Select Add with new version to submit the proposal with a different version number. If an older version of the same proposal already exists in ProPricer CE, this option will prevent it from being overwritten. (Optional)
During submittal, global data in your BOE Pro proposal will be synced with the most recent data on your server. Select Keep Proposal Rate Overrides to keep any rate overrides in your proposal from being changed. (Optional)
If resource field mapping was included with estimates from ProPricer CE, select Keep Resource Field Mapping to keep any resource fields and selected values in your proposal from being changed. (Optional)
In ProPricer CE Location, select the folder where the proposal will be stored in ProPricer CE.
Click Submit.