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Proposal Maker - Professional Sales Proposals

Documents that Build Trust - and Generate Sales

Proposal Maker documents show your customers that you've done your homework. And that builds their confidence and trust in you, which generates sales. They want to know that you've calculated the heating and cooling loads for their house, carefully selected equipment that will make them comfortable as well as save them money, and that you'll stand behind your work. Start using Proposal Maker today, and give your customers - and prospective customers - powerful literature that makes an impact.

Features

Requirements

You must have an active license for either Energy Audit or Rhvac.

Overview

Proposal Maker is a fast and simple program for creating professional sales proposals and other sales related documents. Proposal Maker contains numerous word processing features such as found in Microsoft Word. But more than just a word processor, the main advantage of Proposal Maker is that it creates proposals automatically from equipment selection and cost comparison results obtained from Elite’s Energy Audit and Rhvac programs and soon from Elite’s Chvac program. As equipment is selected and compared, key results such as savings and payback amounts are automatically pasted in both text and graphic form into the proposal. Additionally, pictures of the equipment being proposed can be shown as well. There is also provision for inserting your own pictures into a proposal such as a picture of the old unit that will be replaced or a picture of who will install the unit.

Proposal Maker is very flexible in that multiple proposal formats can be maintained. Use a long form format with lots of detail for that college professor customer or a short form for a single working parent with little time for details. Proposal Maker comes with numerous ready to use proposal formats, but you can create any number of new custom formats. Besides proposal letters, Proposal Maker can also print numerous support documents such as copies of customer referral letters, rebate forms, and credit applications, even factory literature can be printed for the proposed products! In this way, a very persuasive packet of information can be delivered to the customer. The proposal documents can be printed and delivered in full color or they can be created as PDF files and e-mailed directly to the customer right from Proposal Maker. Dramatically increase your sales with Proposal Maker!

Document Editing

If you know how to edit a document with a word processing program such as Microsoft Word, you already know most of what you need to know to use Proposal Maker. Changing font and paragraph settings is done with dialogs that are similar to what you are already used to with your own word processor program.

Inserting Live Fields

Adding fields from the host program is a snap. Just find the field you want in the Field Catalog, such as the cooling capacity of the unit you selected for system 1, then drag and drop the field onto the document where you want it to go. The field will automatically update itself to show the data from the current project.

Buyer's Guide

Here are a few things to look for when shopping for a program like Proposal Maker:

Screenshots

 

Inserting Live Fields

Dragging and dropping a field from the field catalog onto the document.

Selecting a Template

When you start a new document, you can select from several ready-made templates.

Sample Documents

The following documents are just a few examples of what you can do with Proposal Maker. The brand-specific ones happen to be done for York, Maytag, and Rheem equipment, but the same thing can be done for any brand. Note that the pictures on these look a little distorted here because they are compressed to display quickly on this web page. The pictures on the actual documents display and print beautifully.

 

Lennox Documents

York Documents

Maytag Documents

Rheem Documents


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