MyProposals

Create and edit quotes.

Create quotes and estimates to sell from anywhere.

Create and Edit Proposals

Quickly calculate estimates and quotes, collect the customer's signature, and process the proposal into a sales order all from your mobile device. Product, delivery, services, dimensions, and other costs can all be entered into the proposal to calculate pricing or create budgets. Salespersons and estimators use this app to sell quickly from any location.

Create and Edit Proposals

Search and View Details

All proposal documents, including those that are already accepted, are searched and viewed from the MyProposals app. Sales staff and project managers efficiently prepare for projects from the jobsite and the office.

Search and View Proposals


Try it!

Contact your account manager or request a demo to learn how MyProposals could be put to work at your business!

 

Features

  • Create new proposals
  • Edit existing proposals
  • Search and view all proposals (including accepted)
  • Email quotes (AutoSend module required)
  • Edit existing proposals including Bill To/Ship To, Salesperson, Ship Via, Price Level, Warehouse, Job, Department, Sales Tax, Shipping & Handling, Terms, Costs, Totals, Memo, Recalculate Pricing, Change Customer, Create Sales Order, Scan Barcodes, Capture Signature, and Default User Settings.
  • Notable features not included are: entering serial or lot numbers, setting purchase methods, selecting optional components, materials lists, and printing to a local printer.

Requirements