Proposals

Proposals2018-10-05T21:43:58+00:00

Proposal Module Features

  • Produce professional-quality proposals quickly and easily

  • Add a list of custom locations specific to the customer proposal

  • See your parts and labor costs and profit margin as you create each proposal

  • 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

  • Create cloned proposals to jump start your bid process; this is especially useful for frequently used designs, such as for a builder who will be building multiple version of the same house

  • Choose from multiple payment schedules and contracts

  • 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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Want to Learn More?

Watch the following videos to learn more about creating proposals in iPoint.