New User Settings

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!

Comfort Advisor Default App Settings

	Customize the Proposal Name
	Set defaults: Show Model Numbers on PDF Show Line Item Pricing on PDF Include a link to brochure in Customer Email
	Customize the Option Name
	Customize the Option Description

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 "Piggy" 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: Proposal Name, Show Model Numbers, Show Line Item Pricing, Include Brochures
  • Learn How to Use the App: 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
  • 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

New Admin Tools