Presented proposals are proposals that have been presented to the customer for acceptance and are over $1,000 in value. Any proposal that provides the customer with an equipment options(s) will be counted towards your presented proposals. If you edit and re-present a proposal to a customer, it still only counts as one presentation.
No. Because our system is customized to your company so you can make the most of it, we don’t have a free trial version. However, we have a 30-day satisfaction guarantee, which includes 30 days of unlimited proposals. If you are not satisfied with the system in the first 30 days, the one-time set up fee will be fully refunded.