Generating multiple proposals is simple and fast thanks to the automated calculations provided by Hover through the Transform membership.
After the estimate is created, sales representatives can add a promotion or discount, generate proposals, gather electronic signatures, and send the project details to the production team in seconds.
Hover generates custom proposals specific to your organization. Along with the detailed scope of work, proposals may include company letterhead, company history, product warranties, company guarantees, payment terms, etc.
Generate a proposal
Click your Projects tab
Click the property to open it
Click the Estimation tab to view generated estimates
Click to open the estimate you want to generate into a proposal
Review Estimate Details
For a quick overview of what can be viewed and/or updated on the Estimate Details page, match the numerical callouts to the explanations further below.
Click the arrows to expand and collapse additional information.
1
1
The estimate total, as well as the per/month breakdown
2
2
Previously generated proposals will be listed here
3
3
Use this icon to view the Estimate Inputs Summary which includes all property measurements as well as inputs selected from the Project Questionnaire when generating the estimate.
4
4
Use this icon to see itemized pricing
5
5
Type the estimate name and click Save
6
6
Use this symbol to add a promotion to the estimate
Select whether the promotion applies to the entire project or just a particular template, enter the promotion name, select either percentage or fixed amount, enter the amount, and apply:
7
7
When you are ready, click Get Proposal
Enter customer information to populate into the proposal. You can select whether to include the list of all line items or just the totals by trade and grand total. Then, tap Generate:
8
8
Once the customer accepts and signs the proposal, click "Mark As Sold"
Gathering customer signatures
This short video walks through of how to generate a proposal and gather electronic signatures: