When you are building a Proposal to a Customer in RedTeam Flex, you have the ability to include Clarifications or Alternates for that Proposal in order to more precisely define the scope and the work included.
Often these Clarifications are unique to the specific Proposal and Project, and may be added at that time. In other cases, you may have Clarifications or Alternates that are used so often on Proposals that you would prefer to be able to select them from a default list rather than typing them out each time you do a new Proposal. For example: dumpsters included, no permit fees, etc.
These default Clarifications are added to the master list in the Configuration menu and are then available to be selected on any Proposal being generated out of RedTeam Flex.
1. Add a Proposal Clarification
Proposal Clarifications can be set up as standard, reusable entries that apply across your Proposal forms in different projects, such as common exclusions or assumptions. This helps maintain consistency and gives your clients a clear understanding of your proposal's scope. Specific clarifications can still be added directly within an individual proposal if needed. Follow the steps below to add a Proposal Clarification.
Steps:
From the Configuration menu, click on Proposal Clarifications (under the heading: Projects).
Click the + icon.
Enter a Description for the Clarification and click Save.
2. Edit a Proposal Clarification
Once Proposal Clarifications have been created, they can be edited at any time to update their wording. Follow the steps below to make changes.
Steps:
From the Configuration menu, click on Proposal Clarifications (under the heading: Projects).
Locate the Proposal Clarification in the list, click the Tools icon on the left and select Edit.
You can modify the description here and/or deactivate the Proposal Clarification by unchecking the Active box — useful if a Clarification is no longer needed but has already been used in existing proposals. Click Save when finished.
2. Delete a Proposal Clarification
Over time, some Proposal Clarifications may become outdated or no longer relevant to your standard proposals. In these cases, you can delete them to keep your list organized and up to date. To remove a Proposal Clarification that has not been associated with a Proposal. Follow the steps below to permanently remove it.
Steps:
From the Configuration menu, click on Proposal Clarifications (under the heading: Projects).
Locate the Proposal Clarification in the list, click the Tools icon on the left and select Delete to remove it permanently.
This option will be greyed out if the Clarification has been used in a proposal form. Instead, you can follow the steps in Section 2 of this article to deactivate it.