In order to effectively generate Lead Proposals, it is important to have your Cost Codes set up within the platform. This will help you achieve better detail when creating proposal drafts. For more information regarding Cost Codes, please refer to the articles below.
To begin creating a new Lead Proposal, select the lead you want and navigate to the Proposals tab. Select New Proposal.
There are a few ways to add costs to a Lead Proposal. One way is to click Add New Cost in the top right.
This method allows you to add all cost details for one line item within the Estimated Cost Details pop-up. Once the information has been filled out, you have the option to include it within your Cost Catalog by checking the box in the top right. Or you can just add it to the Lead Proposal without saving it to the Cost Catalog. When you're ready to add the information, click Save in the top left. For more information regarding the Cost Catalog, please refer to Setting up your Cost Catalog.
Another method for adding costs to a Lead Proposal is to import a Cost Item from your Cost Catalog or use a Cost Code.
When using the Cost Code option, you can select multiple Cost Codes you'd like to add to the Proposal at one time.
Once added, you're able to add details to the line item within the Proposal grid. After adding cost and details to the line item, your updates will be saved automatically.
Additional descriptions and notes can be added by clicking anywhere in the box below. This will open up the Estimated Cost Details window displayed earlier in this article.
Another option you have for quickly adding costs to an Estimate is to use the plus icon to the right of the Cost Category.
From here, you can build out all cost information.
Another approach for adding costs to Lead Proposals is to use Excel, Templates and/or third-party platforms. Importing from Excel will bring in data from an Excel spreadsheet, whereas importing from a Template uses a Lead Proposal template you have created within Buildertrend. When importing from a listed third-party platform, you will simply select the software you use, which will start the importing process.
Interested in Learning More? 📚
The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.
If you have any questions or require additional support, feel free to chat with us, send an email: firstname.lastname@example.org, or give us a call at 1-888-415-7149. We’re always happy to help.