Search for a Proposal and Select a Financing Option (V8)
Sales Builder Pro Release 9 (beta) released for iPad users on June 20, 2022. The Android release is scheduled for early October 2022. This release includes 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: V9 FINANCING LINK
Personalize the Proposal with Notes (V8)
Sales Builder Pro Release 9 (beta) released for iPad users on June 20, 2022. The Android release is scheduled for October, 2022. This release includes a simplified signature tab. The Notes & Payment section and the Final Notes Section have moved from the Signature tab to the Notes tab. Follow this link to Learn More About the V9 Notes Tab: All-New Notes Tab V 9
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.