Search for a Proposal and Select a Financing Option
Sales Builder Pro Version 9 released for iPad (6/20/22) and Android Users (10/2022) Version 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: V9 FINANCING LINK
Personalize the Proposal with Notes
Sales Builder Pro Version 9 was released for iPad users (6/2022) and Android users (10/2022)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.
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Link to Deal Manager Online Learning Center |
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