Announcing: Sales Builder Pro’s New eSign Toolkit

Sales Builder Pro was initially designed to boost success rates at the kitchen table. One sales leader recently remarked, “The only things missing from Sales Builder Pro are remote signature capture and a system for knowing which proposals need follow-up and when.”

With Release 10, featuring the eSign Toolkit, Sales Builder Pro closes those gaps by dramatically improving follow-up win rates through these powerful features:

• eSign: When a deal can't be closed on the spot, contractors can send proposals via text or email for customers to sign electronically at their convenience on any device—smartphone, tablet or PC. This eliminates the need for third-party apps, streamlines the process, and cuts costs. Click here to learn more.
• Cart: The eSign Toolkit creates a branded shopping cart experience, allowing customers to choose recommended options and a payment plan at their own pace. This consumer-friendly interface enhances the overall buying experience. Contractors can customize their cart in over a dozen ways to tailor it and build their brand. Click here to learn more.
• Toolkit: The Toolkit simplifies and organizes follow-up efforts by tracking proposal views and sending daily reports to contractors. This ensures no missed follow-up opportunity, helping contractors prioritize and manage their time effectively. Click here to learn more about Real-Time Pipeline Reporting

Additional Resources:

eSign Toolkit Learning Resources