Estimating + Sales
Sales Proposals
Import priced estimates and break them into bid combinations for multiple customers with different price levels, generating proposals directly in Microsoft Word.
All Products
The Sales Proposals module takes a priced estimate and forms customizable sales proposals for bidding a project, with full Microsoft Word integration for generating and distributing proposals to multiple customers.
Key Features
- Imports priced estimates and breaks them into various bid combinations
- Multiple customer setup with different price levels (lump sum, unit prices)
- Generates proposals via Microsoft Word with customizable templates
- Direct email distribution or print from Word
- Automated change order proposals in Word format
- Competition tracking and sales reporting
- Estimate List, Bid List, Jobs Won/Lost reports