– FEATURE
Proposals
Create detailed, professional proposals that are easy to build and get you paid faster.
Powerful quoting from the office or the field
Whether in the field or the office, features like proposal templates and Pricebook 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 converted to work orders or invoices, allowing for a simplified workflow from start to finish.
Tools that boost revenue
Inspect Point’s estimation toolkit helps boost your bottom line by increasing service revenue and helping you stay cash-flow positive with tools like:
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- A proposal builder that empowers team members to create accurate, detailed quotes
- Automated proposal reminders that can greatly decrease acceptance time
- 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 means that you can easily identify and document deficiencies, then 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 get the job done.
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Proposals FAQ
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 that have 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 re-use content for sections like a summary, scope of work, exclusions, and terms & conditions. In addition, line items can 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, and dollar amount by status, total approved, and more. In addition, individual sales users can access dashboards and data specific to their accounts.
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