The proposals module at a glance
Supercharge your sales with a streamlined way to generate and follow up proposals.
Customize each proposal
Tailor the pricing and description information that appears on each proposal, such as the ability to hide unit price, accessories, labor lines, and locations, as well as show the project phase
Tailor the proposal package with templates including an auto-generated table of contents, custom group summary, picture book, scope of work statement, grand totals, etc.
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Customize each proposal line
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Create proposal templates
Cloned proposals to jump start your bid process
Especially useful for frequently used designs, such as for a builder who will be building multiple version of the same house
Advanced Proposal Features
Multiple Locations
Add a list of custom locations specific to the customer proposal.
Full cost & profits view
See your parts and labor costs and profit margin as you create each proposal
Provide better information
Add customer facing sales notes and technician notes that will show up on the work order, as well as upload photos to help direct technicians regarding installation
Flexible payments
Choose from multiple payment schedules and contracts.