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  • Wes Kliewer

    Proposals are often the same as customer orders. The difference is that sometimes a proposal never gets approved by the customer as an order or change order, in which case it is maintained only as a historical record of customer communication.

    Proposals are for setting fixed prices before beginning project work, and also for added work which is billable for agreed upon change orders. The proposal does not change with project work changes because proposals are the record of our billing agreements with our customer.

    For time and materials billing, proposals are unnecessary overhead. The Invoice features have many detailed options for billing time and materials and more complex billing requirements than simply using fixed price from a proposal.


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