This app allows you to create proposals on the spot.
While you are talking with the customers at their locations, you can easily add the materials needed for the job and include whom from your team should work on the project. No more need for paper and extra work hours back at the office writing up the proposal. With this app, you send the proposal to the customer while you are still on location.
You can easily:
- Create professional looking business proposals, quotes and invoices on the spot.
- Manage your people, set their time and automatically calculate overhead for each job.
- Take and attach photos of the work (before pictures) or/and attach drawings, sketches or other relevant plans for the construction.
- Easily manage your clients and see all contact history at a glance.
- Edit the standard Terms & Conditions to protect you and your business from unexpected risks.
- Manage your Sales Taxes (US businesses) or your VAT taxes (Non-US businesses).
- Add materials to the proposal and set individual tax to each. All new Materials will be saved for quick reference for later proposal writing. You will only input data once!
- Set your margin for each proposal.
- If you don't feel comfortable sending the proposals straight away, you can easily save and return to the draft at a later stage.
We Protect You
- We protect your data in the cloud so if you lose your mobile, you can easily access your account from another device. Nothing is lost and you can continue sending proposals straight away.
Who can use it?
- All small businesses that that want to take care of business from the front seat of your truck.
- Our users include carpenters, bricklayers, brick-workers, painters, joiners, roofing contractors, masonry, plumbers, woodwork builders, handyman services, glaziers and glazing companies, scaffolding businesses, repair and construction planers, and all kinds of building contractors.
We want your feedback!
Please go to proposal-engine.ideascale.com and share your ideas! Or just send us an email explaining how we can make the app work better for you firstname.lastname@example.org.
- the Proposal Engine Team