Proposals
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 versions of the same house.
Advanced Proposal Features
- multiple locations
- full cost & profits view
- communicate better with customer-facing sales notes & internal tech notes
- flexible payments with custom payment schedules & contracts
Proposals
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.
- Customize each proposal line
- 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
- full cost & profits view
- communicate better with customer-facing sales notes & internal tech notes
- flexible payments with custom payment schedules & contracts