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Proposals

Close More Deals With Optimized Proposal Tools
Inspect Point’s proposal tools simplify every step of your quoting process, helping you create accurate proposals faster, secure approvals with ease, and accelerate revenue growth.
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Are Proposals Challenges Leading to Lost or Delayed Revenue?

Are you spending too much time creating proposals or getting them out the door, only to have them sit idle or not get approved? We understand the challenges of creating compelling quotes, especially when manual processes slow you down or add complexity. Inspect Point's proposal tools can help transform the proposal process.

See How Optimized Proposals Benefit All Areas of Your Business

From owners to sales and service teams, Inspect Point can empower your team to close more deals in less time with more accuracy.

Maximize Revenue, Improve Conversion Rates

As a business owner, you’re always looking for ways to improve your bottom line. Inspect Point’s proposal tools can increase your sales velocity and acceptance rates while easily seeing how your business is performing with reporting visuals.

Close More Deals with Less Back-and-Forth

Your people need quoting tools that are fast, flexible, and built for follow-through. Inspect Point equips reps with everything they need to build professional, branded proposals—complete with photos, notes, and code references, right from the office or field. With quicker turnaround times and seamless integration of inspection data, your team can respond to opportunities faster, win more business, and eliminate time-consuming manual steps.

Turn Deficiencies into Revenue, Faster

Service teams rely on fast, accurate quoting to keep the schedule full and the business growing. With Inspect Point, technicians and coordinators can quickly convert deficiencies into actionable quotes, reducing delays between inspection, proposal, and repair. By centralizing data and eliminating double entry, your team can focus on scheduling and service—not chasing paperwork—while driving more revenue from every inspection.

Unlock Revenue Opportunities With Powerful Quoting Features

See how Inspect Point’s features can help you improve your conversion rates and grow your revenue.

Powerful quoting from the office or the field

Whether in the field or the office, features like proposal templates and price book items make it fast and easy to build accurate, detailed estimates. Quotes can be emailed or published to the Customer Portal from the back end. In the field, signatures can be gathered on the spot, or the proposal can be sent back to the office for review. Once approved, proposals can be synched to your CRM or converted to work orders or invoices, allowing for a simplified workflow from start to finish.

Tools that boost revenue

With over a quarter of a million proposals drafted, Inspect Point’s sales toolkit has helped thousands of customers increase service revenue and stay cash-flow positive with features like:

  • A proposal builder that empowers team members to create professional, accurate, and detailed quotes
  • Automated proposal reminders that can greatly increase acceptance rates
  • The ability to take a down payment on a proposal or require a customer to save a card on file

Link inspection deficiencies to service work

Inspect Point’s inspection-to-collection workflow allows you to easily identify and document deficiencies, and link them to a proposal. This seamlessly connects your inspection and service departments together, allowing you to increase revenue by decreasing the time it takes to turn the proposal around.

Connect Your Proposals to the Rest of Your Workflow

Leverage Inspect Point in your quoting process or integrate with other tools to streamline your overall sales workflow.

Ready to Improve Your Quoting Process?

Discover how Inspect Point can improve your proposal processes, reduce inefficiencies, and see your business grow.

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Raquel Gomez, Owner and NICET Level 3

Mar Vet Fire Protection

“Specializing in alarms, this is what I’ve always wanted. It’s what I envisioned. Everything is clean, organized, and a smooth flow.”

Answers To Your Proposal Questions

Learn more about how Inspect Point can transform your proposals and allow your business to collect more revenue.

Answers To Your Proposal Questions

Learn more about how Inspect Point can transform your proposals and allow your business to collect more revenue.

  • Can proposals be tied to accounts and buildings?

    All proposals are linked to either an account or building in Inspect Point. This makes it easy to track what has been quoted for a specific customer and if the work has been approved.

  • Are proposals branded?

    Yes, proposals can be branded with your logo and business information. In addition, Inspect Point can support multiple logos or headers for companies with DBA needs.

  • Can I mark up and mark down line items on proposals?

    Yes! Items can either be marked-up or marked-down on an individual basis per proposal. Additional features allow you to increase prices or offer discounts at scale.

  • Can proposals be assigned to sales team members?

    Yes! Proposals can be assigned to individual members of your sales team. In addition, users can access a detailed status timeline showing if the customer has received, viewed, or accepted the proposal. Sales users can also leverage Inspect Point’s proposal reminder feature, which saves time by automating email follow-up on pending proposals.

  • How do proposal templates work?

    Proposal templates allow users to build out and reuse content for sections like a summary, scope of work, exclusions, and terms & conditions. Line items can also be added to proposal templates to streamline the quoting process.

  • What reporting and analytics are available for proposals?

    Inspect Point offers robust quoting, reporting, and analytics, including dashboards with data on average acceptance time, proposal count, dollar amount by status, total approved, and more. In addition, individual sales users can access dashboards and data specific to their accounts.

Book a personalized demo to learn more

See why 16,000+ users trust Inspect Point

Schedule Your Demo

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Discovery Call

One of our product experts will connect with you to answer questions and learn more about your business.

See It In Action

Once we better understand your business and workflows, we’ll share how our tailored solutions can support your unique needs.