Generate Custom Proposals for Customers

Build Customized Proposals for Field Services and Generate New Revenue Streams

It is as important for a company to quickly respond to potential clients as it is to have a Unique Selling Proposition. Beat the competitors by bringing speed to your proposals and reaching your customers faster. Use our standard built-in templates or customize them according to the business needs of the customer and generate proposals for them instantly.

Further, our system has the capability to automatically apply the discount at item level as per price books, giving you the flexibility to change the discount directly at any time. Design workflows, receive signed approvals digitally and move beyond to create work orders straight from your proposals.

Request A Demo

Proposal Management Software: Key Features and Benefits

Built-In Templates & Easy Customization

  • Use predetermined templates to create proposals
  • Customize the proposals to fulfill specific client requirements

Get more Wins and Increase Revenue

  • Put quotes accurately in the proposals without missing any item
  • Apply discounts within the proposals
  • Quickly submit quotes to the client and generate new revenue streams

Build Proposals based on Historical Data

  • Fetch client history and equipment parts used in the past
  • History of proposals submitted to client and prices offered
  • Build New proposals based on historical data to improve ROI

Plan Full Scope of Project

  • Plan everything from parts to labor hours to number of technicians in advance
  • A detailed proposal with price breakdown
  • Win customer loyalty and trust and win new projects

What We Deliver

Increase equipment productivity with Proposal Management software

  • Customize the proposals as per your requirement.
  • Assign predefined terms and conditions during proposal creation.
  • Avoid revenue leakage and wrong estimation with different checks and balances at each stage of proposal creation.
  • Automate work order creation once the customer approves the purchase order.
  • Have a complete view of previously submitted proposals to the client.
Layer

How Scheduler Workers

  • 1
    Use easy to use drag and drops functions to view as well as
  • 2
    Use easy to use drag and drops functions to view as well as
  • 3
    Use easy to use drag and drops functions to view as well as
  • 4
    Use easy to use drag and drops functions to view as well as
  • 5
    Use easy to use drag and drops functions to view as well as

FAQ's

Ask us about our Proposal Management Software

Yes, we have an intuitive mobile app to control most of the field service activities with your fingers. Our proposal and quote solution is easily accessible through mobile irrespective of device configuration.

FieldEquip empowers field technicians to create accurate quotes on location using pre-defined templates and get it approved digitally from the customer. Hence streamlining the field service process hassle-free.

FieldEquip’s proposal management software helps sales teams quickly create proposals for every individual client based on requirement. Our predetermined proposal templates enable your sales team to manage the service hours needed, pricing, parts required etc. within the template to speed up the process.

Learn more about
Our Proposal Management Software

equipnews

FieldEquip Launches EquipConnect IoT Module as a Stand-Alone Product

Houston, TX, December 22, 2020 – FieldEquip team is excited to announce the launch of its new product EquipConnect, an IoT solution

Read More
newssbol

FieldEquip’s New Customer Announcement – bol.com, Netherlands

Houston, TX, November 13, 2020 – We are excited to announce the addition of bol.com to the FieldEquip family. Our partner and

Read More
Drilling Rig Mast Inspection

FieldEquip Implemented Asset Inspection Solution at Abraj

Houston, TX, August 27, 2020 – FieldEquip, a field service management platform, is excited to announce its entrance into the Middle East.

Read More
privacy shield certification

FieldEquip Certified under EU-U.S. Privacy Shield Framework by U.S. Department of Commerce!

Houston, TX – January 6, 2020 – FieldEquip, a digital Industry 4.0 SaaS Software provider in the field of Oil & Gas,

Read More
Digital Field Service Management

FieldEquip Assisting a Large Oil Field Service Company of Middle East in Oilfield Digitization

Houston, TX, November 15, 2019 – FieldEquip announces the award of a multi-year digitization contract by one of the largest Oil Field

Read More
news Edited

FieldEquip Intelligent IIoT Boosts Productivity for a Large German eCommerce Company

Houston, TX, October 26, 2019 – FieldEquip is excited to announce the successful implementation of FieldEquip cloud-based data-driven machine performance monitoring and service

Read More
carton Wrap

FieldEquip’s new IoT-driven self-learning solutions for Postal & Packaging

Houston, TX, August 22, 2019 – FieldEquip is excited to announce the release of its new solutions for postal, e-commerce and packaging industry.

Read More
Fracking

FieldEquip Completes Digitization of Fracking Batch Mixing Plant

Houston, TX, March 20, 2019 –FieldEquip, an innovative provider of cloud based software-as-a-service solution for digitization of the oil field service operations

Read More
FieldEquip Oil & Well Services Application

BursysTecX Launches FieldEquip Oil & Gas – A Disruptive Digital Field Service & Analytics Cloud Platform

Houston, May 18, 2017 – BursysTecX, a leading provider of software-as-a-service in cloud announced today that it has officially released its popular

Read More

Request for Information

Try our contract management system for free
Don’t spend another minute struggling and losing money with an inefficient contract management system. Contact today to get a free demo of how ours works.
Address:
US Corporate Headquarters 1011 S. Hwy. 6, Suite 117 Houston Texas 77077 US
Phone:
+1 281-815-4314
Email:
contactus@bursys.com

Contact Us

Would you like to have a free demo or have any questions about FieldEquip?

ADDRESS:
US Corporate Headquarters 1011 S. Hwy. 6, Suite 117 Houston Texas 77077 US
PHONE:
+1 281-815-4314
EMAIL:
contactus@bursys.com