Is there a way to get a proposal more than 1-year old back onto the tablet?

Proposals are stored on you tablet for 12 months. Forms are stored on your tablet for 6 months. Proposals and Forms are stored in the cloud indefinitely.  Here's what you need to do pull a quote or a form back to your tablet.

Option 1:

1) In the Management Portal, reschedule the original job for the customer to today's date. Note: if a different salesperson needs the quote on their tablet you will need to assign the "old" job to the "new" salesperson. (Fig. 1)

2) In the app, go to your schedule, tap the customer's name and tap Proposals to view all of the quotes written for the customer. (Fig. 2)

Note: You can only view quotes that you have written for the customer.

Option 2:

1) In the app, go to Schedule Jobs and schedule a new job for the customer. (Fig. 3)

2) The new job will appear in your schedule. Arrive at the job and tap Proposals to view "old" quotes that you have written for this customer. (Fig. 4)

Note: This method only works when you have written the old quote. If you did not write the old quote use Option 1 and reassign the "old" job.

Figure 1. Reschedule the original job for the customer to today's date.

Figure 2. In the app schedule, tap on the customer's name and tap Proposals.

Figure 3. Schedule a new job in the app for the customer.

Figure 4. Tap Proposals to see all quotes written for the customer.