Guide
Short, practical walkthroughs for getting a proposal out the door.
Start here
- Set up your company profileThe first thing to do, and the one that everything else depends on.3 min read
- Make proposals sound like youHow the writing sample works, what makes a good one, and what to watch for.4 min read
- Write, edit, and send a proposalFrom a blank form to a branded PDF, plus what to check before you send it.4 min read
Quoting tools
For accounts with the quoting tools turned on.
- Set your pricesQuoting toolsYour own rates, your overhead and profit, and why markup and margin are not the same thing.4 min read
- How the rebate lookup worksQuoting toolsHow a job is matched to Oregon and Washington heat pump rebates, and what the tool cannot check.5 min read
Something missing? Tell us what you were trying to do and we will write it.