New Admin Tools

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

Not Ready to Customize? Keep Legacy Defaults, Do Nothing -- No change!

Customize the Proposal to Your Customer

Customizations can be set for the entire company, by the Comfort Consultant, and at the Customer level. 

1) Easy Changeover – Keep Legacy Defaults

• Do nothing. No change.

2) 3C’s of Customization

• Company Defaults – Company Admin can set for all users
• Comfort Consultant – Adapts to your selling style.
• Customer – Personalize a quote for the best win rates.

3) Customizations

• Proposal Name – Insert <Customer Name> 
• Option Names – Example: "Best Price" "Best Value" "Premium"
• Descriptions - Automated Summary Default

4) Settings – Show or Hide Model Numbers, Line-Item Pricing, and Line Item Discounts

5) Value Proposition – Why Choose Us? - Add/Remove Bullet Points

Click on the links below to learn more:

• Company Defaults – Company Admin can set for all users
  • Manage Custom Settings: Option Name and Description
  • Manage Custom Settings: Payment Label, Compare-Sorting, and Footnotes
  • Manage Custom Settings: Savings Title and Show/hide icon
  • Manage Custom Settings: Proposal Name, Install Date Label, Proposal Settings, and Line-Item Settings

• Comfort Consultant Defaults – Adapts to your selling style.
  • Learn How to Use the App: User Settings: Proposal Name, Show Model Numbers, Show Line Item Pricing, Include Brochures
  • Learn How to Use the App: User Settings: Option Name and Description

• Customer – Personalize a quote at the POS for the best win rates.
  • Learn How to Use the App: Notes Tab: Add notes to give a personal touch to the proposal
  • Learn How to Use the App: Signature Tab Customize Button

• What's Inside Sales Builder Pro Version 9?
  • All New Option Tab
  • All New Notes Tab
  • All New Signature Tab
  • All New Proposal Layout
  • All New User Settings
  • Deal Manager Update
  • Not Ready to Customize?

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

  Sales Builder Pro Training Information

Deal Manager Update