FieldEdge is excited to bring you an amazing new integration 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.
Table of Contents
The following information will provide everything you need to get started with ProposalPro, 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 ProposalPro Integration
- Setting Up the ProposalPro Integration in FieldEdge
- Adding ProposalPro Employee Permissions
- Using the ProposalPro Integration
- Using the ProposalPro Integration with Sales Tax
- Using the ProposalPro Integration from the Field
If you're interested in using FieldEdge ProposalPro, make sure to reach out to your FieldEdge Account Manager. They'll be happy to get you started!