Clypboard's Proposals are perhaps the most powerful workflow improvement your company can make:
- Program Setup - Configure your pricing, language, and business rules for each program
- Proposal - Technician (or CSR/sales) efficiently and accurately generates proposal based on inputs
- Activation - Signed proposals are activated to contracts with no additional administrative entry (minimize labor, minimize mistakes).
Program Setup
Configure your pricing, language, and business rules for each program:
Proposal
Technician (or CSR/sales) enters specified pricing inputs:
Generated proposal includes all company program language:
Proposer can attach site maps and photos as needed:
Customer can sign on the spot or have the proposal email. Additionally, the customer chooses their billing preference (monthly, per-service, or annually) and can add their card or bank account for autopay:
Activation
Signed proposals are activated to contracts with minimal additional administrative entry (minimize labor, minimize mistakes).
