How to Set Up Your Default Proposal Supplier Integration Settings 🎉

Want to streamline your proposals and automatically pull in your integrated pricing from your go-to branch? Follow these easy steps to set up your default proposal supplier settings like a pro.

Step 1: Head to the Proposals Tab

1. Look over to the left-hand menu.
2. Click on Proposals tab.
3. At the top of the Proposals page, you'll see three tabs: Proposals, Templates, and Settings.

Step 2: Go into Settings

1. Select the Settings tab.
2. Spot the option to enable your preferred supplier for future proposals.

Step 3: Pick Your Preferred Supplier

1. If you don’t already have a supplier selected, no worries—you’ll see a link to take you to your supplier details and select which supplier you’d like to set as your preferred pricing.
2. Click the link to choose your preferred supplier.
3. Browse the list and star your favorite supplier—yes, it’s as simple as marking a favorite! 🌟
4. Click on the three dots in the corner next to your preferred supplier and select “Edit”.
5. Star which branch you’d like to save as your preferred branch.
6. Click save.

Step 4: Enable and Save Your Preferences

1. Now, return to the Proposals Settings page.
2. Flip the switch to enable your preferred supplier setting (like flipping on the power to automation).
3. And that’s it! Your preferred supplier pricing will now be automatically used in any proposal created from a template featuring their pricing.

What Happens Next?

Whenever you create a proposal using templates with pricing from your preferred supplier, that pricing will automatically be used to calculate a quote.

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