EBMS Knowledge Base

Apps

MyProposals App

MyProposal Overview

Create quotes and estimates to sell from anywhere.

Getting Started

MyProposals is a convenient app that allows the user to create quotes and proposals from a smart phone or other Android, iOS, or Windows device. This app allows the user to remotely create quotes using the customer details, product information, and pricing within EBMS.

This solution is ideal for a salesperson creating a proposal while in the field. The salesperson can create or adjust quotes using a table or other mobile device and be able to review pricing and details while on site with the customer. MyProposals can be used in conjunction with the MyCustomer or MyInventory apps to enter new customers or create new product codes remotely. MyTime and MyOrders apps can also be used to complete the sales process.

Hardware Requirements

The hardware device must be MyEBMS compatible computer, smart phone or tablet. MyProposals will operate on an iOS, Android, and Windows 10 device. A Windows 10 tablet is ideal for this app, although a phone can be used with limited screen real estate.
Establish a data network connection using wireless WIFI, cellular data, or local area network communication between the device and the EBMS data server.
Install MyEBMS and configure communication within EBMS Server Manager: Review the MyEBMS App Overview for MyProposal setup instructions.

Setup

Review and identify users for the MyProposals app settings within EBMS by selecting Labor > Labor Options > Apps tab from the EBMS header menu. Review MyEBMS App Overview for instructions to install and configure MyProposals.

Launching MyProposals

Launch the MyEBMS app on your Android, IOS, or Windows phone or tablet and select MyProposals from the app list.

Use the MyProposals home page to open an existing quote or create a new proposal.

Tap the plus sign to create a quote. Review Enter a New Quote into MyProposals for steps to create a new proposal.

Set the Status to reduce the quote list to a specific proposal status.

Select Open to list only open quotes, rather than proposals that have been accepted or not accepted. Review Proposal Status Settings for more information on proposal status settings.
Set Order by to Quote number or Quote date to determine the best sort order. Enable the Descending option to list the most current proposals on the top of the list, when the list is ordered by quote date or quote number.

Tap an order to open the following summary page:

Tap Sales quote to edit general proposal information. Review Edit or View Existing Quotes in MyProposals for instructions on viewing or editing proposal information.

Tap Shipment to edit the Ship Date and Ship Via settings. These settings are copied to the order when a sales order is created from the proposal in EBMS. Review Creating a Sales Order from a Proposal for EBMS instructions to create an order from a proposal. Review Creating Shipping Methods for setup instructions for Ship Via settings within EBMS.

MyProposals is designed to be operated on a tablet as well as a phone. Review Enter a New Quote into MyProposals for instructions to use MyProposals with larger screens.

Common use cases and business scenarios

Create and Edit Proposals

Quickly calculate estimates and quotes, collect the customer's signature, and process the proposal into a sales order all from your mobile device. Product, delivery, services, dimensions, and other costs can all be entered into the proposal to calculate pricing or create budgets. Salespersons and estimators use this app to sell quickly from any location.

Search and View Details

All proposal documents, including those that are already accepted, are searched and viewed from the MyProposals app. Sales staff and project managers efficiently prepare for projects from the jobsite and the office.

Scenario 1: An equipment sales and service company uses MyProposals to quote new equipment for the client. The quote includes equipment options, attachments, delivery, and other services. MyProposals generates the proposal along with quote details and labor calculations in the field while immediately giving access to the office staff. A salesperson can review the proposal, collect the customer’s signature, and process the proposal into a sales order all from his portable tablet or smart phone. The accuracy and efficiency of the integration of his iOS or Android device with the MS Windows ERP system is a crucial element in managing the sales process within the company.

Scenario 2: A paving company sends an estimator to the client’s site to measure the potential customer’s paving area. Site dimensions and other variables are entered into a proposal template created within EBMS. This preformatted template contains project details, calculates proposal pricing, creates a budget for the job, and compiles a materials list for the project manager. The MyProposal app, installed on a tablet or smart phone, gives both the sales staff and project manager the tools to efficiently prepare for the job from the job site or office. The integration of quoting, billing, job costing, and financial management using a combination of EBMS in the office and MyEBMS in the field gives this company the edge to sell projects customized to meet the customer’s needs.

Scenario 3: A mechanical contractor creates a proposal to replace a customer’s HVAC equipment using a detailed template created within EBMS. This quote template includes various equipment options such as size, model, accessories, and installation costs. The proposal uses EBMS’s multiple layered material lists to calculate the quote total based on the current pricing of the heating unit, ductwork, and various options. The pricing is updated weekly from multiple supplier’s electronic catalogs. This comprehensive quoting tool is accessible on the salesperson’s portable device using the MyProposals app. This proposal along with the customer’s signature is stored within EBMS for project preparation and billing.

Video Walkthrough

Features

Create new proposals
Edit existing proposals
Search and view all proposals (including accepted)
Email quotes (EBMS Auto Send module required)
Edit existing proposal information including Bill To/Ship To, Salesperson, Ship Via, Price Level, Warehouse, Job, Department, Sales Tax, Shipping & Handling, Terms, Costs, Totals, Memo, Recalculate Pricing, Change Customer, Create Sales Order, Scan Barcodes, Capture Signature, and Default User Settings.
Notable features that are not included in MyProposals: entering serial or lot numbers, setting purchase methods, selecting optional components, materials lists, and printing to a local printer.

Requirements

Internet connection
Late version Android, iOS, or Windows device
Quotes & Proposals feature