Search for a Proposal and Select a Financing Option
Sales Builder Pro Version 9 updates included a major update to the Payment Section on the Options Tab and the Proposal PDF. Please follow this link to learn more about the improved Financing Section: Compare and Recommend Financing Options
Personalize the Proposal with Notes
Notes Tab |
Custom Notes Section features: | |
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Final Notes | |
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Requested Install Date | |
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Admin Tips to customize the app to best suit your Company's selling process:
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Deal Manager: Remote Deal Acceptance
Deal Manager is a powerful suite of tools that simplifies the work that you do. From preparing and presenting winning proposals to winning more jobs, and moving these jobs through acceptance, scheduling, and installation.
Link to Deal Manager Online Learning Center |
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