🚀 Quick Start — your first proposal

Five steps from zero to a PDF you can send on WhatsApp or email.

1. Go to Products and add the furniture/items you sell (name, photo, price). You only do this once — they're reused everywhere.
2. Go to Proposals → click ＋ New Proposal and pick (or type) the customer.
3. In the Builder, click items from the library on the left to add them, then set quantities and prices.
4. Fill in the client details, project reference, and choose the Issuing Company.
5. Click 📄 Export PDF — done! Use Share to WhatsApp to send it directly.

📋 Proposals

The home screen lists every proposal, grouped by client. Each can hold multiple revisions (R1, R2…) so you can re-quote without losing history.

🛠️ Builder

Where a proposal is assembled. The left panel is your product library; the centre holds the line items; the right shows the price summary.

1. Click any product on the left to add it as a line item (click again to increase quantity). Use the library's Sort dropdown and the Details checkbox to show SKU, category and description while you pick.
2. Edit the description, price and quantity directly on each item card. Click the photo to swap the image — drag & drop or paste (Ctrl+V) too.
3. 🏷 Area / zone — tag each item with a room or zone (e.g. Ground Floor, Director Room, Cluster of 12). Items automatically group under area headers in the Builder and the PDF, each with its own subtotal. Leave blank to keep an item unassigned.
4. 🔖 Reference — a per-item note for a tender code or location. It prints as a Ref: line under the item name on the PDF. (It's per-proposal, not part of the Product Library.)
5. ⇄ Replace — hover an item and click ⇄ to swap in a different product from your library. Handy after an AI Draft: the quantity, area and reference are kept — no need to delete and re-add.
6. On the right, set Discount (fixed RM or %), Delivery charge and Tax / SST %. The grand Total updates live: subtotal − discount + delivery + tax.
7. Fill the client & terms fields. Pick the Issuing Company to set which entity's name, registration no. and bank details appear on the PDF.
8. Use ＋ Rev to create a new revision when a client asks for changes — each revision can have its own Prepared by author.
9. Click 📄 Export PDF to preview the finished proposal on screen first — review the layout, totals and branding, then ⬇ Download PDF, or ✏️ Back to edit to make changes. WhatsApp / Email open a ready-made message to share.
10. For proposals made by the AI assistant, a ✨ AI Brief button appears here — see the AI Draft section below.

✨ AI Draft

Let AI turn a customer's requirements into a ready-to-edit proposal. Open it from the ✨ AI Draft button on the Proposals screen — it's a chat, so you can refine as you go.

1. Type what they need. Plain text is fine — even a room-by-room list, e.g. "Han On Office — GF: meeting table 4200×1200 (1), 10 meeting chairs; Director room: L-shape table…".
2. 📎 Attach any files (optional) — name cards, floor plans, renders, a photo of a hand-written list, or PDFs (pick the page). Add as many as you like; the AI studies them all.
3. The AI replies in chat. If something's unclear it asks a question — just answer and it continues. When ready it shows a zone-by-zone draft.
4. Click ✨ Create proposal — it records the customer, groups items by zone, prices what it matches in your catalogue, and keeps anything it couldn't match as a custom line at RM 0 for you to price.
5. The proposal opens in the Builder with a "Drafted by AI — review before sending" banner. Always check prices and quantities before you send.

🚚 Delivery Lists (Delivery Orders)

A packing / delivery sheet for the warehouse and driver — no prices. Generate it from a proposal, add parcels, photos and the delivery team, then print or sign on site.

1. Open the 🚚 Delivery tab and click ＋ New Delivery List. A DO number and today's date are filled in for you; pick the Issuing Company letterhead.
2. Generate from Proposal (optional) — pick a proposal to pull in the client, billing & delivery address and copy all its items and quantities. Or start blank and add lines by hand with ＋ Add line.
3. Fill the Deliver To address and a delivery remark (loading bay, lift booking, call-on-arrival…).
4. Enter the Delivery Team / Driver & vehicle, and the Person In Charge with a contact number.
5. Adjust each item's quantity and add a per-line remark (e.g. 2 cartons, fragile) — there are no prices on a delivery list.
6. Set the Total Parcel Quantity, a general remark, and add parcel photos (snap the packed/loaded goods — they print in a grid).
7. 💾 Save, or 📄 Export PDF to preview and download. The PDF carries your letterhead, the items, parcel total, photos, delivery team & PIC, and Delivered By / Received By signature lines.

🪑 Products

Your reusable catalogue. A good product library makes building proposals fast.

👥 Customers (CRM)

A directory of your clients. Customers are saved automatically whenever you create a proposal, so this fills itself over time.

🏢 Company Profiles & PDF Design

Found under ⚙ Settings. Issue proposals under more than one company, each with its own branding.

1. Pick the Active Company from the dropdown to edit its details.
2. Set the company name, registration no. (SSM), address, tagline and banking details — each company keeps its own.
3. Upload a logo — it belongs to the selected company and shows on that company's PDFs.
4. Use ＋ Save As New to create another company (e.g. a second entity), or 🗑 Delete to remove one.
5. Under PDF Design, adjust colours, font sizes and the product image size on the PDF.

📊 Import, Export & Reports

🔐 Team & Cloud Sync

Control who can log in, and share one database across the whole team.