What it is
Proposals (/proposals) is the list of proposals in flight. The Workbench (/workbench/$proposalId) is where you actually build a proposal: assigning priced items to openings, attaching warranties, using the AI assistant, and previewing before you send.
Who can use it
Door Expert, Design Concierge, Manager, Executive. Admin and Executive bypass all page gates.
How to get there
/proposals (list), /proposals/$id (detail), /proposals/$id/edit, /proposals/$id/readiness, /workbench/$proposalId (the builder), /workbench/$proposalId/invoice-preview. The customer-facing version is /p/$snapshotId.
Key screen areas
| Area | What it shows |
|---|---|
| Proposals list | All proposals and their status |
| Workbench | Assign estimate items to openings, attach warranties |
| AI assistant | In-workbench help drafting or checking the proposal |
| Preview + send | See exactly what the customer will see before sending |
Readiness (/proposals/$id/readiness) | Checks whether a proposal is ready to send |
Customer view (/p/$snapshotId) | What the customer actually opens and views |
Step-by-step how-tos
Build and send a proposal
- Start from an opportunity:
/opportunities/$id/proposals/new. - In the Workbench, assign priced items from the saved estimate to each opening.
- Attach the correct warranty options.
- Use the AI assistant if you want help drafting notes or double-checking completeness.
- Check
/proposals/$id/readinessif you want a readiness check before sending. - Preview the proposal exactly as the customer will see it, then send.
- The customer receives a link to
/p/$snapshotId.
Correct a mistake after sending
- Proposals are immutable once created — you cannot edit line items, pricing, or scope on a sent proposal.
- To fix it: reverse/"unsell" the opportunity back out of sold status, then build and send a corrected proposal.
- This preserves an accurate history instead of silently altering what the customer already saw.
Apply the 3-day pricing hold
- When you send a proposal, the quoted pricing is held for 3 days.
- If the customer doesn't decide within that window, treat the pricing as needing review/reconfirmation before proceeding.
Tips & Warnings
Tip: Use the readiness check before sending — it catches missing pieces (like unassigned openings or missing warranties) before the customer sees the proposal.
Warning: Because proposals are immutable, double-check pricing, Necessary Components, and warranty selections in the Workbench before you send. There is no "quick edit" after the fact.
Note: The 3-day pricing hold is part of how the numbers are framed to the customer — don't promise pricing beyond that window without checking current pricing again.
Related pages
/help/features/estimates-pricebook/help/features/opportunities/help/features/payments-sad/help/features/configurator-imagine