Pro-Posal Features

• Pro-Posal allows you or any of your employees to create and send professional looking bids on-site in literally just seconds.
• The program is cloud based and fully responsive with any device including any phone, tablet, laptop, or desktop computer.
• Pro-Posal automatically implements a follow-up system that forces you to remember to check-in and follow-up with every bid you send. Every bid triggers an automatic 7 day reminder, but you also have the ability to move or change the follow-up date to anywhere you like.
• Attach any PDF document you would like to save to your profile, such as:
  • Insurance
  • W9
  • Service Letters
  • Maintenance Contracts
  • Job Waivers
  • Crew Introductions
  • Coupons
  • Or anything else your heart desires
• Create 10-page Pro-Posals in less than 3 minutes!
• Easily upload photos from any device to give every estimate that special professional look that customers love.
• Print bids created within the system with just the click of a button for mailing or delivering proposals in person.
• Easily add additional services to customize bids to be as specific as possible.
• Your subscription grants you access to “The Lounge,” where Pro-Posal shares over 40 sales and marketing documents, as well as bid assistance on any project you may need help pricing. In The Lounge, we have webinars and share articles and blogs regularly to keep you on top of your sales game.
• Our objective is not only to provide you with a service that can expedite the estimate process, but also to assist you in getting your foot in the door so you have the opportunity to submit bids using our amazing system.
• We offer complimentary account set up for EVERY user. All you do is email us your contact info and website, and we do the rest! We also offer free account set-ups to show you features of the program you may have otherwise missed on your own.
• Our customer service is simply amazing. We have a full-time office staff that answers the phone from 8am-5pm CST. Pro-Posal also has a 24/7 live chat feature that allows direct contact to one of our support staff members 365 days a year. Other companies are impossible to get on the phone, but at Pro-Posal, we understand that our users have time sensitive projects that need immediate attention. Our full staff is at your complete disposal whenever you need us.
• Use Pro-Posal for unsolicited bidding. This is the process of identifying work you see in your area and would love to get. Using this very old but simple method, you create a bid for your potential customer, then do the backend work to find their contact information. You then send an “unsolicited” bid, and start the follow-up process. The best part is that we teach you how to do this using our program, totally free of charge.
• Literally turn your workforce into your sales force by allowing your employees to create bids on site for you to finish later. For example:
• Let’s say your guy is at a job site and a customer comes up to ask for a quote.
• He can quickly pull up Pro-Posal to take the customers info, and either provide a bid on site, or just add their address/contact info, then save into the program.
• They can then add photos of the job site along with services requested.
• As the administrator, you can then log into the program from the office or your mobile device, then finish and send the bid to the customer.
• Communicate with your employees using the program through notes and job descriptions when bidding.
• Manage your sales force using Pro-Posal by tracking the amount of estimates that they’re doing in the field each day.
• Pro-Posal is so user friendly that anyone from a 5-year-old to an 80- year-old can create and send a bid in minutes.
• All of your bids created are saved in the cloud. This allows you to resubmit bids from last quarter or even last year for projects that take annual estimates. No more digging through old files to find old bids. Simply look up the customer every few months, resubmit the bid, and follow-up with a phone call to see if the customer is still in need of your service.
• Easliy export data into any CRM with the click of a button. Pro-Posal creates a CSV file that can be uploaded into Quickbooks or any other CRM software.
• Keep track of your close rate with our Read Notification feature, which allows you to easily see when and how your customers open every bid you send.
• Our e-signature feature makes it so simple for your customers to sign off and schedule work orders!
• At Pro-Posal we pride ourselves on being perfect at two things:
  • Creating professional bids on site in seconds
  • Implementing an amazing follow-up system that forces you to follow-up on every bid
• We don’t overwhelm our program with pointless non-functional features. Our program was made to do what it’s supposed to do, and not have a bunch of “add-on” fluff features that barely work. With Pro-Posal what you see is what you get.
• Other estimate software try to nickel and dime their customers with added features. But at Pro-Posal, we only give you what you need, and for a fair price.