Dynamic Proposal
Updated over a week ago

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

  • 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.


Enabling Dynamic Proposal

To enable Dynamic Proposal, navigate to Company Settings > Features & Plugins, then select enable Dynamic Proposal. You can also contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen to get started.


Video Tutorial


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

Did this answer your question?