The Perfect Proposal

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The Perfect Proposal

Choose from existing templates, or build your own custom template using the customizable proposal builder. These brand-specific proposals are easily
customizable with your logo and contact information.

The perfect proposal wouldn’t be complete without automated data input that not only saves you time and energy, but will also keep your final proposals error-free. Once the proposal is comlete, choose to save, print or email the final copy to the homeowner, directly from the program.

Key Features—

  • Four proposal format options
  • Add your own logo and legalese to the proposal template
  • Detailed equipment data sheets
  • Homeowner questionnaire
  • Advanced technical data and filter details
  • E-mail proposal and reports directly from program to homeowner or whoever may need it
  • Print proposal directly from the program


Calculating Costs & Upselling With Accessories

Choosing an HVAC system is a big decision for all homeowners, and cost is almost always the number one talking point. Utilize the "How Much" section of the program to give the customer peace of mind allow them to understand where all these numbers are coming from. Once you have taken adequate time to discuss this, follow your conversation with the Lifestyle questionnaire, to ensure the homeowner will get everything they need out of their new system.

This interactive questionnaire allows you to learn specific wants and needs of a customer, and use that information to upsell to a better system or add accessories. These added items will later populate within the final proposal, so nothing gets left on the table. This tool takes the pushy and “salesy” approach out of the equation so your customer feels completely in control from start to finish - a win for everyone.