Maximize Your Efficiency with Hvac Sales Proposal Software for Businesses

Hvac sales proposal software for businesses

hi welcome to paperless proposal here I want to show you how you can create an amazing easy to use proposal for your prospect specific for the HVAC industry complete with photos and videos to really set your proposal apart from your competitors so when your prospect brings this up or your rep is out there in the field walking them through this quote on their laptop or tablet they're going to bring up a beautiful viewer here where they can actually click through the different files within your proposal such as a nice looking cover page a great looking cover letter and an amazing quote complete with the options to do different groupings of products so they can actually do side by-side comparisons monthly totals as well as full totals down here and they can also include in that proposal videos so you can have product videos or Company videos or client testimonials and also you can include PDFs or cut sheets on the actual products themselves Now when using this viewer either with your prospect viewing it or with your rep walking them through the proposal they'll have access to an approved button to actually sign that proposal online or actually comment back on this proposal and have those comments sent back to the sales rep and even though we're paperless proposal always remember you can print at any time now how did we create this greatl looking quote well let's go back here to how a quote would be created so your rep would click on create they'd fill out the client info they'd fill out the recipient that says who who this proposal is going to complete with their phone number their name their email address their physical address and then they go over here to proposal files where they actually create their quote now they can either pick and choose from files in their library or they can add a template in which I did here I added the standard proposal template which brought in all these different files and sections now we made a custom cover we made a custom cover letter and a custom quote how was that custom quote created so if I edit that you'll notice I can add anything here to Step One such as options exclusions warranty information and I can actually search right through my full product library and add information here into my quote now you can Define this product Library very very easy in admin you can upload photos of your different products that you commonly use out there in quotes and then on step two is where I can actually put my comparison together so again I'll add products in here I can search by category show me my air conditioners I can search for different air conditioners and I simply click here to add them end the quote then I break them down into different option groups you can have up to four and you'll see the total for those option groups on Advanced up here we can actually add certain discounts if you want discount levels available to your reps where they can discount a proposal and then once we're happy with it we go ahead and submit it now that's the quick quick and easy way to put together a very engaging multimedia proposal for your prospect complete with a beautiful looking quote customize to your prospect and with all the product material they may want to view right there within the proposal now if you like what you saw and you think this could be useful to your company please go ahead and view the case study where we show how we sped up Mazy heating and air conditioning quite a bit and increase their competitiveness in the market and also fill out the form to get a full demo of the paperless proposal system thanks a lot