Proposal Tool - Setup

Learn how to set up the Proposal Tool inside the Planning for Profit Software to create professional, multi-option proposals with accurate pricing, financing, commissions, and gross profit calculations. In this tutorial, we walk through the complete setup process for the Proposal Tool, including: Uploading your company logo Configuring required gross profit calculations Setting working days, install volume, and crew structure Choosing two, three, or four proposal options Configuring proposal email settings Creating commission structures by proposal tier Setting cash discount percentages and adding financing application links Managing equipment visibility and pricing Importing and exporting equipment pricing with Excel Adding custom equipment and images Creating scope of work statements Adding company terms and conditions You’ll also learn how the software automatically calculates required gross margin dollars based on your Planning for Profit model, helping ensure every proposal recovers overhead and generates target net profit. This setup process allows contractors to streamline proposal creation, standardize pricing, simplify financing presentation, and improve sales consistency across the company. Once setup is complete, your sales team can quickly generate professional customer proposals with side-by-side equipment and financing comparisons. If you found this tutorial helpful, be sure to like, subscribe, and check out additional Planning for Profit tutorial videos. ___________________________________________ TIME STAMPS 0:00 - Intro 0:49 - Setting Up the Tool 1:12 - Importing Your Company Logo 1:57 - Required Gross Profit 8:53 - Enabling Departments for Gross Margin Proposals 9:38 - Equipment, Installation Materials, & Financing Plans Setup 9:48 - Furnaces 14:25 - Outdoor Units 14:36 - Evaporator Coils 14:58 - Installation Materials 16:23 - Financing Plans 19:05 - Scope of Work 20:01 - Terms and Conditions