Generate, track and store compelling pest control proposals that sell your services, all from a single login.
Client proposal management doesn’t get easier or more intuitive than this. One integrated system to create professional proposals and then track and manage their success rate. For personalized proposals, build and use templates that include fields that will be automatically populated with information from customer records.
Create Multiple Proposals
- Create multiple proposals for one contact
- Automatically populate account and company fields from information in PestPac
- Identify different levels of service, materials and price points
- Include relevant details, outline exact service options and quote pricing
Customized Templates Make It Personal
- Pre-set templates and pre-formatted terms and conditions save time
- Easily reference past proposals as guides for new ones
- Include specific services and materials offered by your branch locations or service divisions
- Quickly and easily customize branded proposals
Manage the Approval Cycle Faster
- Integrated approval management routes proposals directly to the decision-makers with sign-off authority
- Get immediate updates when approvals are received so new service calls can be scheduled
- Integrated electronic signature sign-offs to close deals remotely