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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.
Features
- Create custom system packages of systems you sell on a regular basis.
- Assign accessories to products so the little detailed parts aren’t missed.
- Assign the labor phase and the hours it takes to install a product, so your labor is bid correctly.
- Clone products you need throughout the proposal to build your proposal quickly and accurately.
- Clone entire proposals.
- Customized your proposal to look the way you want.
- Email your proposal to your customer and get alerted when they open it and approve it.
- Customers can electronically sign the proposal.
- ProjX360 is integrated with Portal to keep your product database up to date.
