18.) Generating Proposals

Select the Proposal you would like to generate reports for.

Select the Proposals tab

Click Customize to update your proposal text or Generate to create the reports.

Define which reports you would like to include in your proposal by clicking on them or using the “All Sections” button at the bottom of the page.

Remove proposal reports by selecting the “Red Trash Can” next to them.

Reorder proposal reports by using the Blue and Green arrows next to them or, by dragging reports up or down in the list.

Make your last customization within the Options column to exclude any numbers you would not like in your proposal.

Select Generate PDF when you are ready to create a printable proposal.

Retrolux will move your proposal into the downloads tab where it will keep track of all files created. 

Proposals may take 30s-1min to generate. Hit the refresh button if proposal is not yet available.