Using Proposal App
All you need to know about creating proposals
Using Adjust Price and Present Setting
Introduction to Proposal Notes
Add Images and PDFs on a Proposal Survey
Don't Test with Your User Email Address
Overview of the Energy Tag (E-Tag)
How to build a single zone ductless proposal
How to View Recommendations Declined by the Customer
Printing a Proposal Option
M1 AHRI Ratings on Consumer Consultations
Emphasize Value before Price
Viewing Proposal Inspector
Building Accessory Only Proposals
Assigning a Consultant
Expired Proposals
Creating a new Consultation
View, Search, and Filter Proposals
Accept a Proposal
Building a Consultation from Draft
Include Proposals in a Consultation
Email Single Proposals
Consultation Statuses
Comparison View
Lost Status and Expiration
Accepting Proposal on Consumer's Behalf
Email Multiple Proposals
Adding Lost Notes
View Lost Notes
Lost Status and Archived
Removing Lost Status
Selecting Lost Reasons
How to go back and edit a presented or accepted Proposal?
Proposals in Test Mode
How to build a multi-zone ductless proposal
Using Proposal Options Preview
Filter System Types and Capacity
SEER2 AHRI Display
Flexible System Types
Create a consultation with multiple capacities
Select a Different Pricing Profile
Read More on Equipment
View Equipment Bundle Pricing Preview
Multi-System Proposals
Selecting Custom Equipment on a Proposal
Multiple Systems (video walkthrough)
Multi-System Proposal (Video)