We've rebuilt the Sales Proposal Tool. Say hello to 2.0
With the Sales Proposal Tool, you will be able to quickly build good, better, best proposals in real-time to close larger jobs faster, while providing the right solution for your customers.
Easily create and present good, better, best options on web or mobile from estimates to close more high ticket jobs on the spot.
Provide exceptional customer service by giving customers the best opportunity to make informed decisions.
Streamline workflows with fully integrated functionality between the proposal, scheduling and dispatching process.
Coming soon! Easily create and save Estimate and Proposal Templates.
Pre-built templates enable your technicians to quickly present and sell services in the field.
Your existing proposal templates created with Sales Proposal v1 will remain active so that you can use them with Sales Proposal 2.0 on both web and mobile.
Quickly use estimate options that you've saved in your price book that will auto-populate the photo, title, and other details based on the line items you select.
Changes made to price book options will reflect in your templates automatically.
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FAQ:
How do I add the new Sales Proposal Tool to my account?
If you already have access to the Sales Proposal Tool with your current plan, you will automatically get access to the new updates. If you are interested in adding the Sales Proposal Tool to your plan you can chat into the blue bubble to connect with a Success Advisor, or visit the Housecall Pro App Store.
Please Note: the Sales Proposal Tool App Card will direct to Sales Proposal Tool v1 for the time being (if you have The Sales Proposal Tool on your account) Please see the links below to learn how to access Sales Proposal Tool 2.0 from estimates.
How do I use the new Sales Proposal Tool if/when I add it to my plan?
We have rebuilt the Sales Proposal Tool to now function within estimates in the Housecall Pro web and mobile apps. You will be able to present estimates in a visually optimized proposal view for a side by side comparison of options. You will also be able to take advantage of current estimate features such as adding attachments and seamless scheduling.
Navigate to estimates and click or tap the present button from the estimate details page to create and present the proposal.
If I am already using the current Sales Proposal Tool, What will happen to my existing proposals? Will I still have access to the current version of the tool?
We will continue to support the current version of the Sales Proposal Tool for the time being and you can open a current proposal as an estimate. This will continue to work once the new version of the tool is launched. However, opening an old proposal as an estimate will not migrate the old proposal image and option description.
The new version of the Sales Proposal Tool is built on top estimates, will I still be able to create and send regular estimates to my customers?
Yes, you can choose to either send the standard view of estimates to your customers or send the proposal view at your discretion.
I have created templates to use on Sales Proposal v1. How do I use these templates on Sales Proposal 2.0?
Sales Proposal Tool 2.0 is releasing in phases and we are hard at work to add more features to support your sales processes and customer experiences.
Templates for Sales Proposal Tool 2.0 are our top priority, to be released in July 2023.
We will migrate existing proposal templates from the current version of the tool so you can use them with these new updates on both web and mobile. Templates for Sales Proposal
2.0 will offer even more functionality:
Quickly use estimate options that you've saved in your price book that will auto-populate the photo, title, and other details based on the line items you select.
Changes made to price book options will reflect in your templates automatically.
Advanced management options will be added, allowing you to quickly search, browse, and update templates.
Get a sneak peak of Estimate and Proposal Templates coming soon!
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Learn more about Estimate and Proposal Templates coming soon!