FieldEdge is excited to bring you an amazing new integration we're calling Proposal Pro. With Proposal Pro you’ll gain quoting technology that allows you to create good, better, best, and budget options for your customers.
Table of Contents
The following information will provide everything you need to get started with Proposal Pro, as well as the important information you'll need going forward. Click through the links below to navigate to the associated Help Center article.
- Learning how to Build a Proposal with BizPro
- NOTE: This link will direct you to a video by BizPro showcasing a more detailed breakdown of each section when building a proposal on the BizPro website.
- (FieldEdge Internal Use) Adding the API Key to the Proposal Pro Integration
- Setting Up the Proposal Pro Integration in FieldEdge
- Adding Proposal Pro Employee Permissions
- Using the Proposal Pro Integration
- Using the Proposal Pro Integration with Sales Tax
- Using the Proposal Pro Integration from the Field
If you're interested in using FieldEdge Proposal Pro, make sure to reach out to your FieldEdge Account Manager. They'll be happy to get you started!