Open a proposal
From the Quotes screen, choose View Proposal on the quote you want to review.
LupinusBuild loads the quote line items and the customer connected to the quote before opening the proposal.
What the proposal displays
Proposal status workflow
Status changes require the appropriate permission.
When a proposal is Draft, the available workflow action is Mark as Sent. Once Sent, authorized users can choose Approve or Reject.
Approved and Rejected proposals display their resulting status rather than another forward status action.
Status history
The proposal includes a Status History section that loads recorded quote status changes from operational audit history.
Each recorded status entry can show the change summary, the user associated with the change, and the timestamp.
Proposal status history helps preserve who changed the commercial state of the quote and when that change occurred.
Customer-facing financial information
The proposal presents the values intended for the customer, including applicable discount, tax, line-item pricing, and the final Customer Total.
Internal quote records support cost and profitability fields. The customer-facing proposal view does not present the internal Cost Basis, Estimated Profit, or Estimated Margin metrics shown in authorized internal quote views.
Export the proposal as a PDF
Choose Export PDF from the proposal screen. LupinusBuild builds the proposal PDF using the current company, quote, line-item, and customer information.
The generated document uses the quote number in the proposal file name.