Optional eSign Toolkit Upgrade • Release 10: Supports an optional upgrade to eSign Toolkit to improve your follow up sales process by turning those “think it over” moments into wins. • eSign Link: Send proposal links via text or email directly to your customers. • Interactive Shopping Cart: Provides a branded, user-friendly cart where customers can: o Review proposal options. o View brochures. o Select payment plans. o Sign electronically. • Real-Time Notifications: Stay informed when your customer takes any of the following actions: o First views your proposal. Skips a pre-defined grace period to allow for untracked viewing when you are still with the customer. o Views your proposal again. Limited to one notification per day. o Accepts your proposal. Congratulations on your win! o Declines your proposal. Time to learn why you were not selected or “rehash” the deal? • Hot & Cold Report: This daily follow-up report, sent via email, delivers insights into customer behavior in the following ways: o Tracks accepted, viewed, declined, and expired proposals. o Creates a detailed follow-up report to take the tedium out of your sales process. o Get organized and stay organized with Sales Builder Pro. Enhanced Navigation • iOS 18 Upgrade: The proposal tab bar has been relocated to the top of the screen for a more intuitive and faster navigation experience. Only available on iOS 18. o Enjoy seamless access to all features with an improved interface design. New Sync Button • Purpose: Ideal for revising proposals or resolving technical issues related to integrations. • Functionality: o Sends the proposal to the Management Portal. o Sends a back-office email and pushes estimates to Field Service Management (FSM) solutions. • Notes: o You will not need to use this function on a routine basis. o Be mindful that using this feature may result in duplicate back-office emails or additional estimates being sent to your FSM solution. New App Settings • Show an alert when your proposal revision makes the original proposal Obsolete. • Choose to show Obsolete proposals in your search results by default.

Optional eSign Toolkit Upgrade • Release 10: Supports an optional upgrade to eSign Toolkit to improve your follow up sales process by turning those “think it over” moments into wins. • eSign Link: Send proposal links via text or email directly to your customers. • Interactive Shopping Cart: Provides a branded, user-friendly cart where customers can: o Review proposal options. o View brochures. o Select payment plans. o Sign electronically. • Real-Time Notifications: Stay informed when your customer takes any of the following actions: o First views your proposal. Skips a pre-defined grace period to allow for untracked viewing when you are still with the customer. o Views your proposal again. Limited to one notification per day. o Accepts your proposal. Congratulations on your win! o Declines your proposal. Time to learn why you were not selected or “rehash” the deal? • Hot & Cold Report: This daily follow-up report, sent via email, delivers insights into customer behavior in the following ways: o Tracks accepted, viewed, declined, and expired proposals. o Creates a detailed follow-up report to take the tedium out of your sales process. o Get organized and stay organized with Sales Builder Pro. Enhanced Navigation • iOS 18 Upgrade: The proposal tab bar has been relocated to the top of the screen for a more intuitive and faster navigation experience. Only available on iOS 18. o Enjoy seamless access to all features with an improved interface design. New Sync Button • Purpose: Ideal for revising proposals or resolving technical issues related to integrations. • Functionality: o Sends the proposal to the Management Portal. o Sends a back-office email and pushes estimates to Field Service Management (FSM) solutions. • Notes: o You will not need to use this function on a routine basis. o Be mindful that using this feature may result in duplicate back-office emails or additional estimates being sent to your FSM solution. New App Settings • Show an alert when your proposal revision makes the original proposal Obsolete. • Choose to show Obsolete proposals in your search results by default.

This release offers the ability to quote new equipment types on the Option tab under Heating/Other. - Generators - Water Heaters - Fuel Tanks - Water Tanks Finance these items without any workarounds. If you are using Install Manager Pro, install kits can be added for any of these items when quoted on the Option tab. Quote these items on a separate option to show next to an HVAC system to increase chances of an upsell. Showing the option separately will give your customers the ability to see the payment separate from the HVAC system they already were interested in. Select both options when your customer accepts the offer, which combines both options into one final price and payment.

This release offers the ability to quote new equipment types on the Option tab under Heating/Other. - Generators - Water Heaters - Fuel Tanks - Water Tanks Finance these items without any workarounds. If you are using Install Manager Pro, install kits can be added for any of these items when quoted on the Option tab. Quote these items on a separate option to show next to an HVAC system to increase chances of an upsell. Showing the option separately will give your customers the ability to see the payment separate from the HVAC system they already were interested in. Select both options when your customer accepts the offer, which combines both options into one final price and payment.

This release offers the ability to quote new equipment types on the Option tab under Heating/Other. - Generators - Water Heaters - Fuel Tanks - Water Tanks Finance these items without any workarounds. If you are using Install Manager Pro, install kits can be added for any of these items when quoted on the Option tab. Quote these items on a separate option to show next to an HVAC system to increase chances of an upsell. Showing the option separately will give your customers the ability to see the payment separate from the HVAC system they already were interested in. Select both options when your customer accepts the offer, which combines both options into one final price and payment.

This release offers new features to help you customize and organize discounts, instant rebates, and other rebates. - Equipment discounts are selectable from a preset, categorized list. - Instant rebates can be included in equipment discounts. - Conventional rebates are selectable from a preset, categorized list. - Conventional rebates can now have a custom title, like "Incentives."

This release offers new features to help you customize and organize discounts, instant rebates, and other rebates. - Equipment discounts are selectable from a preset, categorized list. - Instant rebates can be included in equipment discounts. - Conventional rebates are selectable from a preset, categorized list. - Conventional rebates can now have a custom title, like "Incentives."

This release offers new features to help you customize and organize discounts, instant rebates, and other rebates. - Equipment discounts are selectable from a preset, categorized list. - Instant rebates can be included in equipment discounts. - Conventional rebates are selectable from a preset, categorized list. - Conventional rebates can now have a custom title, like "Incentives."

This release offers these new features to help you to be more professional, productive, and profitable: • Option tab. Recommend and compare multiple payment types. • Summary tab. Combined with Signature tab. • Notes tab. Notes have moved from the Signature tab to this new tab. • Signature tab. Contains a full summary, brochures, and shows multiple payment types. • Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types. • Admin Settings. Set up defaults to name proposal, options, and descriptions • User Settings. Allows users to override name and description defaults. • Customize. On the Signature tab, allows users to personalize Proposal PDF. Enhancements • Accessory and Add-On discounts now remain on the quote when you change payment type. • Rebates now remain on the quote when you change items or pricing. • Percentage rebates are re-calculated automatically to reflect the new dollar amount. • Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points). • You can now name the proposal, option, and write a description. • New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.

This release offers these new features to help you to be more professional, productive, and profitable: • Option tab. Recommend and compare multiple payment types. • Summary tab. Combined with Signature tab. • Notes tab. Notes have moved from the Signature tab to this new tab. • Signature tab. Contains a full summary, brochures, and shows multiple payment types. • Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types. • Admin Settings. Set up defaults to name proposal, options, and descriptions • User Settings. Allows users to override name and description defaults. • Customize. On the Signature tab, allows users to personalize Proposal PDF. Enhancements • Accessory and Add-On discounts now remain on the quote when you change payment type. • Rebates now remain on the quote when you change items or pricing. • Percentage rebates are re-calculated automatically to reflect the new dollar amount. • Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points). • You can now name the proposal, option, and write a description. • New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.

This release offers these new features to help you to be more professional, productive, and profitable: • Option tab. Recommend and compare multiple payment types. • Summary tab. Combined with Signature tab. • Notes tab. Notes have moved from the Signature tab to this new tab. • Signature tab. Contains a full summary, brochures, and shows multiple payment types. • Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types. • Admin Settings. Set up defaults to name proposal, options, and descriptions • User Settings. Allows users to override name and description defaults. • Customize. On the Signature tab, allows users to personalize Proposal PDF. Enhancements • Accessory and Add-On discounts now remain on the quote when you change payment type. • Rebates now remain on the quote when you change items or pricing. • Percentage rebates are re-calculated automatically to reflect the new dollar amount. • Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points). • You can now name the proposal, option, and write a description. • New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.

This release offers these new features to help you to be more professional, productive, and profitable: • Option tab. Recommend and compare multiple payment types. • Summary tab. Combined with Signature tab. • Notes tab. Notes have moved from the Signature tab to this new tab. • Signature tab. Contains a full summary, brochures, and shows multiple payment types. • Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types. • Admin Settings. Set up defaults to name proposal, options, and descriptions • User Settings. Allows users to override name and description defaults. • Customize. On the Signature tab, allows users to personalize Proposal PDF. Enhancements • Accessory and Add-On discounts now remain on the quote when you change payment type. • Rebates now remain on the quote when you change items or pricing. • Percentage rebates are re-calculated automatically to reflect the new dollar amount. • Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points). • You can now name the proposal, option, and write a description. • New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.

This release offers these new features to help you to be more professional, productive, and profitable: • Option tab. Recommend and compare multiple payment types. • Summary tab. Combined with Signature tab. • Notes tab. Notes have moved from the Signature tab to this new tab. • Signature tab. Contains a full summary, brochures, and shows multiple payment types. • Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types. • Admin Settings. Set up defaults to name proposal, options, and descriptions • User Settings. Allows users to override name and description defaults. • Customize. On the Signature tab, allows users to personalize Proposal PDF. Enhancements • Accessory and Add-On discounts now remain on the quote when you change payment type. • Rebates now remain on the quote when you change items or pricing. • Percentage rebates are re-calculated automatically to reflect the new dollar amount. • Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points). • You can now name the proposal, option, and write a description. • New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.

This release offers these new features to help you to be more professional, productive, and profitable: • Option tab. Recommend and compare multiple payment types. • Summary tab. Combined with Signature tab. • Notes tab. Notes have moved from the Signature tab to this new tab. • Signature tab. Contains a full summary, brochures, and shows multiple payment types. • Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types. • Admin Settings. Set up defaults to name proposal, options, and descriptions • User Settings. Allows users to override name and description defaults. • Customize. On the Signature tab, allows users to personalize Proposal PDF. Enhancements • Accessory and Add-On discounts now remain on the quote when you change payment type. • Rebates now remain on the quote when you change items or pricing. • Percentage rebates are re-calculated automatically to reflect the new dollar amount. • Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points). • You can now name the proposal, option, and write a description. • New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.

This release offers these new features to help you to be more professional, productive, and profitable: • Option tab. Recommend and compare multiple payment types. • Summary tab. Combined with Signature tab. • Notes tab. Notes have moved from the Signature tab to this new tab. • Signature tab. Contains a full summary, brochures, and shows multiple payment types. • Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types. • Admin Settings. Set up defaults to name proposal, options, and descriptions • User Settings. Allows users to override name and description defaults. • Customize. On the Signature tab, allows users to personalize Proposal PDF. Enhancements • Accessory and Add-On discounts now remain on the quote when you change payment type. • Rebates now remain on the quote when you change items or pricing. • Percentage rebates are re-calculated automatically to reflect the new dollar amount. • Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points). • You can now name the proposal, option, and write a description. • New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.

This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.