When evaluating your sales process, two variables that can accelerate your pipeline are the speed at which you deliver an offer and the amount of time it takes to get your first payment. 💳

With Buildertrend, you can expedite both of these variables in less time.

Here's how:

Step 1: Use Proposals

Proposals are the perfect tool for relaying a request for a down payment, design agreement, contract or any rough "Pro-forma" estimate.

Providing a free initial estimate as a contractor is a great way to open up your sales funnel. However, in most cases, the initial estimate will change once you gain the client's business.

Oftentimes, builders spend valuable time manually drafting a rough estimate that they then send out via email and then wait on a reply from their potential client. And in many cases, this method leads to lost opportunities and revenue. 📉

Step 2: Create Proposal Templates

By setting up simple Proposal templates for the different types of work and services you provide, you or your sales team can quickly get digital offers into your potential client's hands.

Step 3: Setup Online Payments in Your Account

Once your account is set up to accept electronic payments, you'll unlock the option to add a custom payment request to any proposal.

Integrating is easy and will help you obtain faster decisions from your clients.

Getting a small monetary commitment from a potential client indicates their intent to work with you while locking in the start date.

Within Payment Options, you have the option to require or not require payment at the time of signature. You can also control the amount or percentage you require. 👇

Most importantly, the transaction will sync with the paid invoice once the lead becomes a job. This ensures everyone's on the same page from start to finish.

Getting set up to use Online Payments only takes a few minutes, and you can begin using the added payment feature immediately within Proposals.

While other contractors are taking days or weeks to return a quote to a potential client via email, you can provide an actionable digital experience that clients expect. You'll also provide them with a clear path toward any downpayment you may require.

To learn more and view some of our most common questions about Online Payments, please explore these additional articles.

📌 Keep Learning

Creating Proposal Templates

Lead Proposal Overview

Converting Lead Opportunities to Jobs

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