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!
New Admin Tools - Customize Proposal Settings for the entire company.
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- Option Name and Description
- Savings (discounts & rebates)
- Payment Options
- Proposal PDF
Option Defaults |
Beyond Good, Better, Best |
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Payment Options |
Label your proposals to match your business model. |
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Savings (Discounts & Rebates) |
"Look How Much You Can Save" |
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Proposal PDF |
Accelerate Your Workflow: More Set and Forget Controls |
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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: Finance Program and Cash 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
- Manage Finance Programs: Recommended and Compare
- Comfort Consultant Defaults – Adapts to your selling style.
- Customer – Personalize a quote at the POS for the best win rates.
- What's Inside Sales Builder Pro Version 9?
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Live Training Sessions are offered weekly. Visit our Training Page to register for a session.
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New User Settings |
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