Using the ProposalPro Integration

Table of Contents

• Overview
• Video
• Instruction

Overview

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FieldEdge is excited to bring you a new integration that we’re calling ProposalPro. With ProposalPro you’ll gain quoting technology that allows you to create good, better, best and budget options for your customers. This article will provide a video walkthrough, along with instructions on how to use the ProposalPro integration.

• NOTE: If you feel you would like further detail on the BizPro side of a proposal after watching the below video, you can click HERE to learn more about how to build a Proposal with BizPro.

Video

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Instruction

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Use the following steps to create and sync a quote, using ProposalPro.

• Note: If your company charges sales tax to your customers, be sure to read the instructions on Using ProposalPro with Sales Tax.

1. First, head to the Dispatch Board or Customer screen and begin creating a Work Order for a customer.

2. On the Work Order creation screen, check the box labeled Enable ProposalPro and select an applicable Sales Rep.

3. Fill out any additional information for this work order and click Save.

4. Once saved, head to the Quote micro-dashboard on the work order.

5. From here click the Create with ProposalPro link to be navigated to the ProposalPro login screen.

6. Once logged in, select the applicable template from your list of created templates.

7. From the template, verify the items that will make up each option of the proposal. Make any adjustments if needed and click Save/Email/Print.

• Note: Users must email any proposals from the ProposalPro website. This will sync with FieldEdge and mark that the quote has been emailed.

8. Once the customer has decided on an option, they can accept the proposal from the online portal or you can manually accept the proposal from the ProposalPro website.

9. Now that an option has been accepted, you'll see it has been accepted on the FieldEdge quote as well. Now you can convert the quote into a job or schedule the quote to be finished like you would with any other quote in FieldEdge.

• Note: Any changes before scheduling the accepted quote must be done from the ProposalPro website.

At this point, the quote has been scheduled and it's ready to be completed by your technicians. Repeat these steps for any additional proposals you may need to create.

Proposal Pro Tips

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Now that you're familiar with ProposalPro, join members of the FieldEdge Training team as they go through some of the most common practices FieldEdge members use when utilizing ProposalPro.