Understanding the dashboard

The Proposal Dashboard is the starting point for new work and the index of saved proposals. It separates active work from archived records and shows the status and last update for each row.

Find a proposal

Use Search proposals to search by proposal number, customer, phone, or address. Results update as you type.

The two filters narrow the list:

• Records switches between Active and Archived proposals.
• Status shows all active statuses, only Draft, or only Finalized.

Use Previous and Next below the table when there is more than one result page.

Understand the columns

Column	Meaning
Proposal	Proposal number and creation date
Customer	Saved customer name and location, when available
Date	Proposal date entered in the editor
Options	Number of active equipment options
Status	Draft, Finalized, or Archived
Last updated	Most recent saved change

Use proposal actions

• Edit opens the saved proposal.
• Duplicate creates a separate copy and opens it for editing. The original is unchanged.
• Finalize runs finalization checks and changes a qualifying draft to Finalized.
• Reopen returns a finalized proposal to Draft so it can be edited.
• Archive removes a proposal from the active list after confirmation.
• Restore returns an archived proposal to active records.

Start new work

Select New Proposal in the dashboard header. Hawkeye Estimates suggests a proposal number, but the field remains editable. Continue with creating a proposal.