How to Add Customer Terms and Conditions in Proposal Report
Step-by-step guide Login to Compas Open the required quote Open Actions Menu Click Reports Tab. Enable "proposal" check box and click "proposal options" In proposal...
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How to Add Customer Logo In Proposal Report
Step-by-step guide Login to COMPAS Go Open the quote. From Actions Menu, select "Reports" option In the reports options, select the option "Proposal Report" and click on...
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How to add a customer logo to a proposal (Video)
Customers can customize their proposal. Review the attached video to learn how. Step-by-step guide Click on the below link to review this training. Your browser doesn"t support...
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How to Generate Estimate Sheet Report?
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. 4. In the reports options, select the option...
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How to Generate Job Summary Report
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. In the reports options, select the option "Job...
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How to Generate Notes Report
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. In the reports options, select the option "Notes"...
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How to generate Panelboard Summary Report in COMPAS Go?
This article describes the detailed steps to generate Panelboard Summary Report. 1. Login to COMPAS Go 2. Open the quote. 3. From Actions Menu, select "Reports" option 3. In the reports...
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How to use Proposal Notes?
Proposal Notes has both Global and Quote notes for users to use. Global Notes are notes that stay with every quote and appear on the pricing page. Quote Notes are...
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How to turn pop up blockers off to Print Reports.
When you click on the generate reports tab the icon spins and nothing happens. You need to enable the Popup blocker in Google Chrome to view the reports! 1. On your...
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Customize Proposal reports
COMPAS provides extensive options to customize proposal / budgetary reports based on price, price total, detailing, address. Based on the selection, reports get generated. Insert customer specific...
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