Automate your Proposal
You finally completed your estimate - Now you have type up a Proposal.
...But why? You just captured all that information in your estimate.
With the right set-up in your estimate, we can create a customized Proposal that will pull the information out of your estimate and apply it automatically to the Proposal.... and with options to select which data to show.
This saves a lot of time and ensures accuracy of the information.
And when you make revisions, you don't have to go back and edit the Proposal as well.
Autofill Header
Why type it again? Just pull information over from your Bid List with one selection.
Auto-Transfer Scope of work to Proposal
Bring over some or all of the scope data to form a detailed....or not so detailed...scope of work directly on your proposal.
Select Exclusions
Simply choose from a list of standard items.
Select Notes
Notes organize line by line automatically, so they always fit.