Dynamic Proposal

FieldPulse's Dynamic Proposals tool turns ordinary estimates into professional proposals. Include cover pages, 'About Us' pages, information pages, multiple proposal offerings, photos, reviews, case studies, and more. Save time and grow your revenue with the freedom to bid more jobs using our intuitive editor, fully integrated into FieldPulse's pricing and CRM tools.

Features Include:

  • Online Document Builder

  • Brandable Templates

  • Pre-Built Templates For Plumbing, HVAC, And Electrical Products/Services

  • Electronic Signatures

  • Contracts

  • Easy Conversion From Proposal To Invoice

You’ll be able to create full-fledged proposals with reviews, photos, case studies, product and service benefits, and more. Choose from numerous styling customizations like custom color palettes, embedded yelp reviews, and photo insertion. Plus, you’ll be able to preview your proposals with mobile and desktop views. Select one of our pre-built templates, or create your own from scratch, then save your proposal as a template for later use.

Our proposal tool is fully integrated with the FieldPulse platform, meaning that you can quickly transfer customer, service, and product details to reduce time-consuming manual re-entry. Embed estimates and variant proposals with ‘Good, Better, Best’ pricing options for side by side product comparisons. You can also quote multiple products or price levels comparisons, embed your estimates, and allow customers to make a selection on the spot.

With our Dynamic Proposal Tool, you’ll be able to auto-generate PDFs and send them off via email directly from the FieldPulse app. After your customers select the estimate they want, they’ll be able to view and sign attached contracts directly from their browser. Signed contracts will automatically save to customers’ profile for easy access, along with a signing date and time stamp.

If you'd like to learn how to properly set up the Dynamic Proposal Tool after you've enabled it in the 'Features and Plugins' section, please watch the video below!

Interested in learning more? Contact us at support@fieldpulse.com!

We’re available Monday-Friday 8:00am -6:00pm CST

Email: Support@fieldpulse.com

US Customer Support: 469-382-5668

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