All New Notes Tab

Sales Builder Pro Release 9 was released for iPad users on June 20, 2022, and for Android Users on October 10, 2022. 

Custom Notes Section

• Features Three Multi-line text boxes
• More (Smart Auto Hide) for additional text boxes

Final Notes Section

• Customizable install date label
• Admin sets wording as a Company Configuration
• For example: "Requested Install Date" or "Estimated Install Date"

What's Changed?
Legacy iPad Signature tab Show Model numbers & Show Line Item Pricing moved to Customize Proposal

Click on the links below to Learn More:

• Company Defaults – Company Admin can set for all users
  • Manage Custom Settings: Customizable Install Date Label
  • Manage Custom Settings: Proposal PDF Line-Item Settings: Show line-item equipment discounts and line-item pricing
• Comfort Consultant - Adapts to your selling style.
  • Learn How to Use the App: All New Notes Tab
• Customer – Learn How to Use the App: Signature Tab Customize the Proposal for Your Customer

• What's Inside Release 9?
  • All New Option Tab
  • All New Signature Tab
  • All New Proposal Layout
  • New User Settings
  • New Admin Tools
  • Deal Manager Updated to Allow Payment Selection
  • Not Ready to Customize?

• Live Training Sessions are offered weekly. Visit our Training Page to register for a session.

  Sales Builder Pro Training Information

All-New Signature Tab