Proposal / BOM

Right-Proposal®

Sales Proposals & Powerful Libraries:

Manage parts and pricing for each project with customized proposals, documents and a parts takeoff list, each generated automatically from your original HVAC designs.

Features:

Right-Proposal® gives you the ability to save time by helping you manage and generate proposals as well as take advantage of custom libraries. Keep track of pricing, margins, and discounts with the custom proposal libraries. View overview video.

 

Use Right-Proposal® to:

Generate accurate parts takeoff lists from your designs. Right-Proposal® will pull information from your libraries and automatically put together lists based on your design to give the most accurate estimate with only your parts and pricing on the bill of materials. This includes many features including separating into custom categories, adding parts or prebuilt assembly kits, adding “one-off” items, creating a Bill of Materials (for Duct, Radiant and HV), adding items to templates for future quick accessibility, and more.

Produce professional customized proposal documents without manually entering any data. Take advantage of the powerful word processor built into Right-Proposal®, preparing your documents with text, images, tables and more. This document is exportable to a PDF or RFT.

View and change part numbers directly on the Right-Draw® screen.

Create smart objects in the draw catalogue. These smart objects, (thermostats, dampers, condensing pads, line sets, wire, etc.) are each assigned a part number and are included on the Bill of Materials.

Create multiple parts maps for different situations (e.g. custom vs production)

Save commonly used blocks of text for highly customizable proposals.

Build comparison-based option proposals or single system proposals, or use or personalize one of the many included examples.

Benefits:

Right-Proposal® saves time by importing data automatically from other parts of the program such as customer information, selected equipment, price, accessories, and more, and gives you the option to print a professional, customized proposal on the spot, for a one-call close.

Testimonials

Roquey from Integrity Comfort Solutions says,

"I have used Wrightsoft since the days of monochromatic screens and the spreadsheet-only format. I've attended several classes, been to the World Headquarters in Lexington, and even hosted training classes. The level of support is phenomenal. Both in the classroom, call in and email.

I've used the Right J, Right Draw modules extensively in the new construction markets not only for the purpose intended, but also to "value engineer" the materials selection process for my clients. I can't imagine a better product. The learning curve is pronounced and requires commitment on the part of the user, but with constant use it becomes almost second nature.

As a 40+ year veteran of our industry, I highly recommend this company."

Mike Douglas, from Advent Air Conditioning says,

"As a business owner, one of the things I like is that Right-Draw gives us a level of professionalism whether it’s a specialty home or a basic starter home. Within the past year, we have actually picked up new accounts because our customers were so impressed by the professionalism of our designs, particularly when we go up against contractors who are giving them what amounts to a crayon rendition on a napkin."

Bob Pietrangelo from Comfort Solution says,

"I’ve always been a proponent of proper sizing of air conditioning equipment. For a standard 3,000 square foot, 4 bedroom house, doing the load calculations manually would take many hours. Then I found Wrightsoft, and by using their Right-J and Right-D, I was able to produce load calculations and duct design in about an hour."

Al Gagne from Bayside Mechanical says,

On our Training:
"I've been to three of your trainings over the last 7 years and every time I go I learn something new. The class provides a thorough understanding of Right-Suite® Universal and helpful shortcuts so that I can continue to run my business effectively in this changing market."

On our Software:
"Wrightsoft’s Right-Suite® Universal has helped us to turn bids around faster, especially for custom home builders. I can simply import the AutoCAD building plans as a layer in the program, trace to complete the load calculations and add my ducts to the design, saving me a considerable amount of time. The full design and calculation is then saved in the AutoCAD file as another layer."