Proposals & Contracts
Take the pain out of searching for, copying, and pasting to your proposals and contracts. Estimator360 automatically creates proposals and contracts based on approved estimates and change orders.
Allow your estimates to write your proposals.
Auto-generated when the estimate is complete.
A proposal is automatically created from your estimate, the way it should be. This way you will never forget the detail that was estimated for the project. Too many times when writing your proposal in a word document, critical information is forgotten. This can create conflict or cut into your projected profit before you even start the project.
Add mission statements, scopes of work, terms or disclaimers.
Adding the company verbiage that you want to be stated on all your project documentation is simply when you add it to your company profile. You can choose on every document the specifics that you want your client to see. Any of the documentation can be fine-tuned for the project you are presenting.
Customize the proposal details.
You choose the level of information that you want your client to see. Your proposals can be presented by showing costs for Lump Sum, Area, Division, Assembly, Material Item and Labor Item. All allowances can be shown with or without markup. Choose to show sales tax on your documentation. Estimator360 says “Have it your way”.
Audit trail tracks the date and time when they were issued.
No more wondering how many days have passed since you presented a project document. See the exact date and time when your client gave you their approval to proceed. This signature audit trail is saved for future reference.
Clients can accept proposals electronically.
Sending documents electronically, the client can give their approval and you will be notified. It will save their approval to the signature audit trail.
Automatically convert your proposals into contracts.
Auto-generated upon client approved proposals.
Let Estimator360 convert your proposals into contracts. Upon the client giving their approval verbally or electronically the proposal is converted into a contract that locks all the proposed prices down.
Eliminate losing a contract.
Have you ever forgotten to save a contract written in a word document? No more starting over when you accidentally have overwritten your word document templates. Estimator360 has you covered.
Secure the original contract price.
Never wonder what the original contract price of the project was. Remove the stress of not being on the same page with your client.
Absolute best overall estimating, scheduling and project management solution. Period.
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