Using Proposal App
All you need to know about creating proposals
By Ben and 4 others5 authors79 articles
- 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
- Percentage Based Interactive Discounts
- Proposal AI-Summary
- 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)