Tags are custom labels you create and apply to proposals to keep your work organized.
Whether you manage dozens of proposals a week or hundreds, tags provide a fast, flexible way to categorize, search, and filter proposals without changing how proposals are structured.
Common uses include categorizing proposals by:
Type (Residential, Commercial)
Scheduling Status (Completed, Needs Scheduled)
Priority (High Priority, Follow Up)
Campaign (Spring 2025, Referral, Online Coupon)
Customer Type (New, Existing)
Any other grouping that matches your workflow
⚙️ Managing Tags in Settings
Navigate to: Settings → Custom Settings → Tags
This page shows all tags your company has created, including names and descriptions.
You can:
Search by name or description
Sort by any column
Paginate through results
Creating a Tag
Click Add Tag.
Enter:
Name (required) — Up to 30 characters, must be unique within your company
Description (optional) — Up to 100 characters
Click Save.
Editing a Tag
Click the edit icon on any tag to modify its name or description.
The same uniqueness and length rules apply.
Deleting a Tag
Click the delete icon and confirm.
A tag cannot be deleted while it is applied to any proposal. Remove it from all proposals first, then delete it from the library.
➕ Applying Tags to Proposals
You can assign tags when creating or editing a proposal, or manage them anytime from the proposal’s tags dialog.
Applying Tags While Creating a Proposal
On step 1 of proposal creation you can apply a tag to the proposal via the Tags Dropdown
Applying or Removing Tags from the Proposal List View
To update tags in the Proposal List View:
Go to Proposals > View Proposals
Make sure you have the Tags Column turned on and arranged in the position to best view the column
Go to the Column Manager
Turn on Tags and move arrange it however you'd like
Now you can Add or Remove Tags as needed from the proposal list view
Tags and Duplicated Proposals
When you duplicate a proposal, its tags are copied automatically to the duplicate.
Multiple tags can be a applied to a single proposal
👀 Filtering Proposals by Tags
To filter by one or more tags:
Open the Filters panel on the proposal list view.
Select one or more tags in the Tags filter.
The list updates to show proposals that match any selected tag.
Tags in Custom Reporting
When configuring custom reports, you can filter results by tag.
This allows focused reporting, such as:
Only proposals tagged “Commercial”
Only proposals tagged “High Priority”
Tag filtering in reports works the same way as in the proposal list.
👩💻 Tag Management Permissions
View tags: All roles
Create, edit, delete tags: Owners, Admins, Managers, Team Supervisors
Standard users can view the tag library and apply existing tags to proposals, but cannot create, rename, or delete tags.
❓ Frequently Asked Questions
Can I apply more than one tag to a proposal?
Yes. There is no limit to how many tags you can apply to a single proposal.
Can two tags have the same name?
No. Tag names must be unique within your company.
What happens if I delete a tag from the library?
You cannot delete a tag that is applied to any proposal. You must remove it from all proposals first.
If I duplicate a proposal, do the tags carry over?
Yes. Tags are copied automatically to the duplicate.
Can I use tags to filter the proposal list?
Yes. Use the Filters panel in the proposal list and select one or more tags.
Is there a limit to how many tags I can create?
No. There is no enforced limit on the number of tags per company.
🛠️ Troubleshooting
Issue: Can’t delete a tag
What to check:
The tag is applied to one or more proposals
Remove it from all proposals, then delete it
Issue: Tag name won’t save
What to check:
Ensure the name is 30 characters or fewer
Ensure the name is not already in use
Issue: Tags not appearing in proposal filters
What to check:
Confirm tags exist in Settings → Custom Settings → Tags
Issue: A duplicated proposal should have different tags
What to check:
Tags are copied automatically during duplication
Edit the tags on the duplicated proposal after creating it