Harmax ERP
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HARMAX ERP
Dashboard
Job Register
Capacity
Dept Status
Gantt
Shipped Jobs
Parts
Procurement
BOM Builder
Proposals
System Map
Users
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Sales Proposals
Create and manage customer quotes
＋ New Proposal
Total
—
proposals
Draft
—
in progress
Sent
—
awaiting reply
Accepted
—
won
Rejected
—
lost
Expired
—
timed out
All Statuses
Draft
Sent
Accepted
Rejected
Expired
Proposal #
Title / Customer
Contact
Job
Grand Total
Status
Valid Until
Items
Actions
New Proposal
✕
Customer & Contact
Customer *
Contact Name
Contact Email
Contact Phone
Link to Job (optional)
— None —
Valid Until
Proposal Details
Proposal Title
Introduction / Cover Text
Terms & Conditions (leave blank for default)
Internal Notes (not shown on PDF)
Line Items
Quick-add machine type
— Select Machine Type —
Qty
Unit Price ($)
+ Add Machine
+ Section Header
+ Custom Line
Part #
Description
Qty
Unit Price
Disc%
Total
Install?
MHSA %:
(margin adjustment)
Equipment Subtotal
$0.00
MHSA
$0.00
Equipment Total
$0.00
Installation
$0.00
GRAND TOTAL
$0.00
Update Status
✕
New Status
Draft
Sent
Accepted
Rejected
Expired
Note (optional)
Proposal History
✕