Including Floor Plan Items in Proposals
  • 25 Jan 2024
  • 1 Minute to read

Including Floor Plan Items in Proposals

Article summary

You can include any of the floor plan items available in the proposals you send customers and opportunities. You include the floor plan items via the plans you add to your proposals.

  1. Log in to if you aren't already.

  2. Click CRM > Proposals.

  3. Click on the proposal that you want to edit.

  4. Click on the Plans tab.

  5. Click on the relevant plan.

  6. Select the Offices / desks you want to include in the proposal.

Contracted - the item is already included in a contract and can't be selected.

In proposal - the item is already included in another proposal. You can include the item in more than one proposal and first customer to accept their proposal will be assigned the item.

Unoccupied - the item isn't currently included in any contract and is available. Hot-desks are the only item that you can still select as they can be included in more than one contract.

  1. Click the Save Changes button.

All done! Repeat the process for any other plan that should include floor plan items or send your proposals.

Couldn't include an unoccupied floor plan item in your proposal?

The floor plan item's availablility start date probably doesn't match the proposal contract's dates. Go to the floor plan item's record and make sure the Available from date in the Availability section is set to the proposal contract's start date or earlier.

For example if the proposal contract is set to start on May 1st, the floor plan item should be available from May 1st or ealier.


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