By defaulting setup options and creating templates, the structure of your proposal will be readily available when leads trickle in.

Lead Proposals allow you to confirm an agreement between you and your customer. This can be signed electronically, signed internally or printed with signature options printed within the proposal. Proposals can be created from scratch or from existing Proposals, Proposal Templates or Line Items from a 3rd Party Import found within a Proposal under the Import drop down.

Releasing a proposal will send the proposal to the lead opportunity for approval. The lead opportunity is able to approve the proposal online. You can manually approve the proposal to record the agreement as well. This is used to track the proposal costs as the beginning estimate for the job or simply a way to record a manual approval of the proposal.

To create a lead from scratch, select the lead, then select the Proposals tab. Then select New Proposal.

The tabs available above the general items of the proposal will help take your raw information and develop this into a contract that is customer facing.

  • Worksheet: This is where you will build out your projected costs for the job in a pro-forma style.

  • Format: This allows you to customize the display of the data contained within your Worksheet.

  • Preview: This allows you to see exactly what your customer will see when they view the proposal.

  • Payment: This allows you to adjust your online payment settings if you are utilizing our integration with Chase for online transactions.

To begin, fill out the appropriate fields from left to right. Cost Code, Unit Cost, Quantity, Unit, Markup Type and Markup can be filled out to capture the information contained within this line item. Information added to the proposal is automatically saved.

Select Add to add the line item to the proposal. Once a line item has been added, you are able to add more line items.

You can remove line items by selecting the checkbox or trashcan icon next the the line item.

You can delete multiple line items by selecting the checkbox next to each line item, select Checked Actions and select Delete Checked.

Once you have added all line items, you can move to the Format tab. The format tab is an intermediary tool that allows you to customize the display or the raw data entered into the Worksheet tab.

You are able to add Introductory Text and Closing Text as well as update the Breakdown Header for the proposal. 

In the middle of the Format tab, you will be able to see your line item information.

The What to Display drop down will allow you to determine what information you would like shared with your prospect on the proposal. By selecting the checkbox next to the display option, the information will be shared with the prospect. This controls what information your lead has access to.

To further customize your layout, you are able to Use Cost Groupings. This option will allow you to group line items from the worksheet and place them into a group to further organize the information.

To add a cost grouping, select Add to Cost Group. Then select New Cost Group.

From here, you will be able to name the group, enter a description as well as manage any attachments pertaining to the cost group.

To assign codes to the newly added cost group, select the checkbox to the left of the code.

Select Line Item Actions and Reassign Items.

From here, you are able to select the cost group you wish to assign the line item to.

You can add any attachments at the bottom of the format tab as well.

For comprehensive online learning, please visit the Buildertrend Learning Academy.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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