- Proposal Summary - This enhancement allows you to run a summary report to see overall proposal price, margin, markup. To view this go into your proposal and click the "Action" button and choose "Calculate Proposal".
- Advance Proposal Features - We added some more filters to the advanced filter in the proposal. You can now hide the header/footer, show long descriptions, and show location and system descriptions.
- Export Proposal to CSV - Export your proposal to a CSV file.
12/6/2016 – Added Push Proposal Product and Labor to Project – You can now push the product and labor from your proposal to the project. With our new product picker, you can choose what product you want to push over to the project. You can do it by phase, so if you don’t want to push the entire proposal over for your technicians you don’t have to you can just push the items over as they are needed for the installation. When you push the product over it also pushes the labor phase and labors hours with it for your time tracking.
11/29/2016 – Added New Proposal Filtering and Customization – You can now filter by system when generating your proposal. So, if you only wanted to present a specific system or systems portion of your proposal to your client you can. You can also create different color schemes for your proposals.
11/22/2016 – Added Refreshing Portal Products – You can now refresh Portal products in both the proposal tool and the product manager. You can select what you want to refresh from the following options: manufacture, model number, short description, category, image, supplier, cost, and MSRP.
10/26/16 – Added Time Clock Notes to Project Details Page – You can now see the time clock notes your team members make in the project details page for that project under the notes section descending by start date.
10/3/2016 – Launched Proposal & PO Generation Tool - With ProjX360’s Proposal Generation Tool you can quickly and easily create proposals anytime, anywhere. Our user-friendly UI allows you to create professional & accurate proposals very quickly, so you can get them to your potential customer and close the deal. Read More
10/3/2016 – Launched Sales CRM - With ProjX360 Sales CRM you and your team will be able to easily manage and track your entire sales pipeline which will allow you to close more deals efficiently. ProjX360’s Sales CRM makes creating and working with deals as easy as possible which allows your team more time to sell. Read More