WRITTEN WALKTHROUGH
Complete the workflow step by step.
01
Set the authorization deposit
Enter the percentage due when the customer approves the proposal. For a standard half-down project, enter 50.
Why this mattersThe authorization deposit reserves production or installation capacity and activates the project.
PROPOSAL CENTER
TOOL SHOWNPayment milestonesConfirm 100% allocated
02
Set progress payment when required
Enter the amount due at a defined production or installation milestone. Enter 0 when the project has no progress payment.
Why this mattersAn explicit 0% is valid and remains zero; it is not replaced by a default value.
PROPOSAL CENTER
TOOL SHOWNPayment milestonesConfirm 100% allocated
03
Set the final balance
Enter the percentage due at delivery, completion or the agreed final milestone. For a two-payment schedule, enter 50.
Why this mattersThe final amount completes the customer’s payment obligation.
PROPOSAL CENTER
TOOL SHOWNProposal workspaceSave proposal
04
Confirm the total allocation
Verify the green status reads 100% allocated before saving a template or creating the private proposal.
Why this mattersThe server validates the same exact numbers displayed in the proposal workspace.
PROPOSAL CENTER
TOOL SHOWNProposal workspaceSave proposal
05
Explain milestone triggers
Use scope or payment notes to state what approval, progress and completion mean for this project.
Why this mattersCustomers approve faster when payment timing is linked to visible work stages.
PROPOSAL CENTER
TOOL SHOWNPayment milestonesConfirm 100% allocated
COMPLETION CHECK
Confirm the result before moving on.
- Deposit percentage is correct
- Unused progress milestone is explicitly 0%
- Final percentage is correct
- Allocation equals exactly 100%
- Calculated dollar amounts match proposal total