FAQ - Pro-Posal

Frequently Asked Questions

What is Pro-Posal?

Pro-Posal is software that allows any service-based company, big or small, to generate custom bids for their customers in just seconds. Pro-Posal can be used in the field or in the office on ANY device, giving you the ability to produce and follow up on your bids in real time, and allowing you to close the job more effectively than ever before. If you’re a business owner who could benefit from landing more commercial work, you need to be using Pro-Posal.

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I’ve already got a system for customer bids. What about Pro-Posal is better?

First of all, Pro-Posal allows you to generate custom bids in the field. This means EVERY bid will have a custom and uniform look, tailored exactly how you want it for each customer. Pro-Posal saves you the time by doing all the work of creating bids and invoices; all you have to do is send them. Instead of keeping track of your bids and your customers with a bunch of paper work, Pro-Posal offers your business a one-stop-shop where you can fire off bids and follow-up with your customers from anywhere at anytime. **The built in follow-up system completely eliminates the stress involved with keeping track of bids you’ve submitted, which allows you more time to submit more bids. **
Pro-Posal saves you time and saves you paperwork by allowing you to instantly deliver an electronic bid in PDF form to any customer using only their e-mail address. Customers can electronically sign the quote moments after you send it, allowing you to close the job like never before.
Pro-Posal’s intuitive design also allows you to include company attachments in your bids — like Insurance, Job/Service Waivers, Crew Introductions, Certifications, Awards, and more — and attach ANY photos to ANY document on site. This can be extremely valuable for before and after pics of a service you are quoting, and even better when doing unsolicited bids.
By streamlining the creation process for bids, you can submit bids and follow-up with customers easier than ever.

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How do I sign-up for Pro-Posal?

Account creation is simple. Enter a few details about your company like contact information, the services you offer, pricing, and you’re ready to send bids to any customer.

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Pro-Posal sounds great for small businesses, but how will it serve me after my business expands?

Pro-Posal allows you to be as hands-on or as hands-off as you want to be with bidding and customer follow-up. After creating bids, Pro-Posal’s dashboard calendar will automatically remind you to follow-up with customers if you haven’t already closed the job. Pro-Posal also allows you to turn your work force in to the sales force. How so? When your employees are out in the field, with a smart phone or tablet they can create unsolicited bids for any customer with as little as an e-mail address, while you monitor their activity in real time from anywhere you may be, and make any final decisions you see fit.

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