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Elite Software Proposal Maker - Getting Started

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Premiered Oct 14, 2021
4:12

This video gives an overview on using the proposal making system of windows based Rhvac known as Proposal Maker. Proposal Maker is an option that can be activated within windows based Rhvac and is used for creating professional sales proposals and other sales related documents. Proposal Maker contains numerous word processing features such as found in Microsoft Word. But more than just a word processor, the main advantage of Proposal Maker is that it creates proposals automatically from equipment selection and cost comparison results obtained from Elite’s Energy Audit and Rhvac programs. As equipment is selected and compared, key results such as savings and payback amounts are automatically pasted in both text and graphic form into the proposal. Additionally, pictures of the equipment being proposed can be shown as well. There is also provision for inserting your own pictures into a proposal such as a picture of the old unit that will be replaced or a picture of who will install the unit. More details can be seen on Proposal Maker here https://www.elitesoft.com/web/hvacr/elite_propmak_info.html and a functional demo of Rhvac with Proposal Maker can be downloaded from here https://www.elitesoft.com/web/prices/elite_order_info.html

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Elite Software Proposal Maker - Getting Started | NatokHD