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.

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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

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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

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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