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Right-Proposal
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Professional Sales Proposals and Powerful Libraries
Overview. Right-Proposal gives you the ability to manage and generate proposals as well as take advantage of custom libraries. You can store building information, materials constructions, and even your parts and pricing in the libraries to generate accurate parts takeoff lists from your designs. Right-Proposal requires at least one load calculation module in order to operate (Right-J®, Right-CommLoadTM, Right-N® or Right-F280TM.)
Bottom Line. Whether you do new construction or replacement, this module gives you the added functions of customized proposals and documents as well as parts takeoff from your designs and a way to manage your parts and pricing. It's a must have for any Right-Suite.
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“We’ve found that when you give the customer options, they are less likely to shop around and more willing to sign your proposal.” - Buck Bell, Fulkerson Services
Fulkerson’s finished proposal, automatically generated in the program after the equipment is selected, provides the customer with a good, better, best scenario.
Read More >>
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More Right-Proposal Information
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Right-ProposalTM is a powerful proposal generator and library of your preferences, parts and equipment, and pricing. The easy-to-use, built-in word processor designed specifically for the HVAC market lets you create templates linked to your project information, or even start using your current proposal right away!
Right-Proposal also provides versatile libraries and instant parts takeoff lists. With the libraries, you can import a list of your parts and equipment to manage your pricing and margins. The parts takeoff lists and custom pricing enable you to generate bills of materials for accurate job estimates. Use the libraries to store common layouts, building preferences, materials, and more!
Versatile Libraries to Save You Time
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- Detailed parts takeoff lists from your designs give an accurate estimate with your parts and pricing on the bill of materials.
- Keep track of pricing, margins, and discounts with the custom proposal libraries.
- Organize parts and equipment by manufacturer, distributor, or part category.
- Group parts into assemblies (aka kits) for easier use.
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Professional and Customizable Proposals
- Powerful word processor built into the program for preparing documents with text, pictures, tables, and other features!
- No more unnecessary typing! Right-Proposal saves time by importing data automatically from other parts of the program such as customer information, selected equipment, price, accessories, and more using variables.
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- Print a professional, customized proposal in seconds, right at the kitchen table, for a one-call close.
- Create your own custom templates or select from a library of templates for various types of proposals including Service, Replacement, and New Construction.
- You can even quickly assemble a proposal by inserting objects such as images of logos, equipment, or your team, data on your selected parts and equipment, and project costs.
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Click to view sample proposals generated in Right-Proposal!
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