We often get questions about how to create a proposal through the AHRI wizard.  

It does take longer than creating one from a template, but quite frankly it allows the sales representative to have more flexibility with their customer's options.  AND, it looks like they are customizing a system for them.  

Here is a ten minute video on how to operate the wizard.  I promise you it is worth your time.  
​https://youtu.be/xRWdZ-C9QM0