Five Star App - The Proposal
The Proposal was designed by sales professionals who needed a way to quickly generate proposals for their clients in real time. There were a few other estimate or proposal apps already in the marketplace but they all lacked the basic features required. The Proposal was born! MatrixIS truly appreciates all our current customers and we are committed to enhancing The Proposal going forward, to make it an even more effective and powerful sales tool for you!

Features:


  • Versatile 64-bit design that can be used for any industry by any salesperson
  • Supports independent Sales Reps and multiple manufacturer product and service price lists
  • Import your company’s logo & contact information
  • Add full summary for scope of work
  • Undo/Redo buttons for editing proposal scope
  • Adjustable scope text size so you can see more of what you write
  • Import client’s logo & address from your contacts or the web
  • Save footer, company address & logo as defaults
  • Save and search as many client proposals as you can create
  • Proposals are searchable & sortable and can be backed up from your iPad
  • Import dealer/vendor price sheets
  • Export proposals as a full page PDF
  • Export proposals as PDF or RTF files to Dropbox
  • Print proposals using AirPrint
  • Email proposals to client
  • Import and edit proposals as full RTF to your computer word processing program
  • Set sales tax or use Tax Exempt
  • Add discount percentage by item or entire project
  • Easily save and copy proposals for later review and reuse
  • Easily draft custom proposals using defined presets for opening, terms, body and closing statements in the proposal scope
  • Set markup percentage for all hardware & labor for specific items or all items
  • Add hardware (brand, model, description, cost, markup & price) to your inventory
  • Add labor skills (title, description, hourly rate, daily rate and markup) to your inventory
  • GPS logging to track location of all your clients (all logs stored only on your iPad which we will never access!)
  • Preview all hardware, labor, totals, cost, markup discount & profit for a proposal on one screen
  • Proposals may be signed by the provider and/or the customer on screen
  • Lock a proposal to protect it from changes selectively or automatically upon customer signature
  • Set the proposal to “client view” to hide all profit and markup information from your customer
  • Full support of the euro
  • Split single sales tax setting into separate product and service settings
  • Suitable for development of invoices, shipping lists, etc.
  • Ability to selectively display or hide unit costs and totals

This is the first proposal app to not only include such a broad and expansive feature set, but also provide a full-featured database backbone to support your dealer/vendor confidential files for easy access while on-site.

Worldwide Compatibility


Country Compatibility

Email support@mail.matrixis.com Available on the App Store