Proposals

  • Create templates for commonly used text on a proposal.
  • Create templates for commonly used proposals.
  • Create a job for the Job Cost module from a proposal.
  • Generate a work order for the Service Dispatch module from a proposal.
  • Create a T&M or Flat Rate proposal.
  • Print reports to see salesmanís closing ratios and dollar volumes and even which competitor to watch for.
  • Detailed Proposals manual available.






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