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Proposal Center · Getting started

Getting Started with A1OSIS Proposal Center

Set company identity, create the first customer proposal, add scope and pricing, configure milestones and save a reusable quoting workflow.

9 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Company profile
  • Customer and project details
  • Basic equipment, labor and payment terms

WHAT THIS IMPROVES

  • Professional visual proposals
  • Consistent scope and pricing
  • Clear approval and payment expectations
Open Proposal Center demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Confirm the company profile

Open Account or Company Profile and verify the company name, logo, contact information, proposal footer and default representative identity.

Why this mattersProposal documents and customer emails use the signed-in company and representative information.
PROPOSAL CENTER
AccountCompany profileSave company standard
TOOL SHOWNCompany profileSave company standard
PropertiesLabelQuantityNotesStatus
Company profileThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Create the customer record

Enter the customer, project name, service address, phone and email. Select an existing connected record when the lead already exists.

Why this mattersA single customer record links plans, proposals, follow-ups and installation activity.
PROPOSAL CENTER
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Add visual line items

Select catalog products or create equipment, labor and service items with descriptions, quantities, prices and relevant industry icons.

Why this mattersVisual line items make technical quotes easier for nontechnical buyers to understand.
PROPOSAL CENTER
AccountCompany profileAdd selected item
TOOL SHOWNVisual line itemsAdd selected item
PropertiesLabelQuantityNotesStatus
Visual line itemsThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Write scope and timeline

Describe the work included, important exclusions, project assumptions and the realistic production or installation timeline.

Why this mattersA complete proposal answers the questions that otherwise delay approval.
PROPOSAL CENTER
AccountCompany profileSave scope
TOOL SHOWNScope & timelineSave scope
PropertiesLabelQuantityNotesStatus
Scope & timelineThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Configure milestones and save

Allocate deposit, progress and final percentages to exactly 100%, then save the proposal draft or template.

Why this mattersMilestones communicate when money is due and provide the payment schedule used after acceptance.
PROPOSAL CENTER
AccountCompany profileConfirm 100% allocated
TOOL SHOWNPayment milestonesConfirm 100% allocated
PropertiesLabelQuantityNotesStatus
Payment milestonesThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Company and representative identity are correct
  • Customer contact information is complete
  • Every line item has a description and price
  • Payment milestone status reads 100% allocated

NEXT TUTORIAL

Import Plan Studio Equipment into a Proposal

Open a recent Plan Studio project, generate an editable proposal from placed devices and keep the finished plan attached to the quote.

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