Every quote you send is a direct reflection of your business — and the faster you get a professional one in front of a customer, the better your chances of winning the work. Sales Proposals replaces the legacy estimates feature and brings three things estimates never had: real-time margin visibility, a customer-facing portal where quotes can be accepted and deposits paid online, and pricing templates you can reuse across every job type you quote for. By the end of this video, you can build and send a fully configured branded quote from scratch.
You've now seen a fully functioning quoting workflow built from scratch. From cover page template to opportunity template, from email configuration to a live proposal sent through the portal — every step was there on screen through SunComfort's setup. Get the basics into your own workflow, repeat them until they're habit — and there's more to learn when you're ready.