Proposals
How to make winning proposal documents
13 articles
- Editing your proposal document (mobile app)How to change the appearance of your proposal to increase your chances of winning
- How to add maps and photos to your proposal document (mobile app)Maps, pictures and snippets help you create a unique, winning proposal
- Frequently Asked Questions about Proposals (mobile app)
- Creating a maintenance proposal from your CRM in the web appHow to create proposals and estimates for services like mowing, edging, fertilization from Duranta's CRM view
- Creating an install proposal from your CRM in the web appHow to create a design / build proposal for installs like patios, planted beds, retaining walls directly from Duranta's CRM view
- Editing your proposal document in the web appHow to change the appearance of your proposal to increase your chances of winning
- Frequently Asked Questions about Proposals in the web app
- How to add maps and photos to your proposal document in the web appMaps, pictures and snippets help you create a unique, winning proposal
- How to add Materials in the web appThere are several places in the web app where you can add materials.
- How to Create a MeasurementThe new Measurement flow lets you start measuring right away without creating a client first.
- Building Proposals and Snippets with Blocks in the web app
- Building Proposals, Templates, and Snippets on MobileEdit proposal layouts, add content blocks and saved snippets, and manage proposal templates directly in the Duranta mobile app.
- Signature and customer choice on proposalsLearn how to require customer signatures on proposals, let customers choose which service blocks to purchase, review their selections, and use approved services for invoices and work orders.