Raquel Gomez, Owner and NICET Level 3
Mar Vet Fire Protection
Proposals
Close More Deals With Optimized Proposal Tools
Inspect Point’s proposal tools simplify every step of your quoting process, helping you create accurate proposals faster, secure approvals with ease, and accelerate revenue growth.
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Are Proposals Challenges Leading to Lost or Delayed Revenue?
See How Optimized Proposals Benefit All Areas of Your Business
From owners to sales and service teams, Inspect Point can empower your team to close more deals in less time with more accuracy.
Maximize Revenue, Improve Conversion Rates
As a business owner, you’re always looking for ways to improve your bottom line. Inspect Point’s proposal tools can increase your sales velocity and acceptance rates while easily seeing how your business is performing with reporting visuals.
Close More Deals with Less Back-and-Forth
Your people need quoting tools that are fast, flexible, and built for follow-through. Inspect Point equips reps with everything they need to build professional, branded proposals—complete with photos, notes, and code references, right from the office or field. With quicker turnaround times and seamless integration of inspection data, your team can respond to opportunities faster, win more business, and eliminate time-consuming manual steps.
Turn Deficiencies into Revenue, Faster
Service teams rely on fast, accurate quoting to keep the schedule full and the business growing. With Inspect Point, technicians and coordinators can quickly convert deficiencies into actionable quotes, reducing delays between inspection, proposal, and repair. By centralizing data and eliminating double entry, your team can focus on scheduling and service—not chasing paperwork—while driving more revenue from every inspection.
Unlock Revenue Opportunities With Powerful Quoting Features
See how Inspect Point’s features can help you improve your conversion rates and grow your revenue.
Powerful quoting from the office or the field
Whether in the field or the office, features like proposal templates and price book items make it fast and easy to build accurate, detailed estimates. Quotes can be emailed or published to the Customer Portal from the back end. In the field, signatures can be gathered on the spot, or the proposal can be sent back to the office for review. Once approved, proposals can be synched to your CRM or converted to work orders or invoices, allowing for a simplified workflow from start to finish.
Tools that boost revenue
With over a quarter of a million proposals drafted, Inspect Point’s sales toolkit has helped thousands of customers increase service revenue and stay cash-flow positive with features like:
- A proposal builder that empowers team members to create professional, accurate, and detailed quotes
- Automated proposal reminders that can greatly increase acceptance rates
- The ability to take a down payment on a proposal or require a customer to save a card on file
Link inspection deficiencies to service work
Inspect Point’s inspection-to-collection workflow allows you to easily identify and document deficiencies, and link them to a proposal. This seamlessly connects your inspection and service departments together, allowing you to increase revenue by decreasing the time it takes to turn the proposal around.
Connect Your Proposals to the Rest of Your Workflow
Leverage Inspect Point in your quoting process or integrate with other tools to streamline your overall sales workflow.
Inspections
Quickly turn completed inspections into detailed proposals and eliminate duplicate data entry.
Learn MoreService Work
Easily convert work orders into detailed quotes and provide your customers with all the information they need directly from the field.
Learn MoreDeficiencies
Convert deficiencies into line items on proposals to improve your ability to follow up on every single issue you identify.
Learn MoreERP Integrations
Integration
Connect your inspection and deficiency process directly with your existing proposal process in an ERP platform to ensure accurate job costing, real-time inventory access, and seamless project handoffs. Keep your proposals aligned with operational data so your team can quote confidently and deliver efficiently.
Accounting Integrations
Integration
Accelerate your revenue cycle by connecting proposals with your accounting tools. Automatically sync proposal information for faster invoicing, improved financial reporting, and fewer manual data entry errors - keeping your sales and finance teams in perfect alignment.
Ready to Improve Your Quoting Process?
Discover how Inspect Point can improve your proposal processes, reduce inefficiencies, and see your business grow.
“Specializing in alarms, this is what I’ve always wanted. It’s what I envisioned. Everything is clean, organized, and a smooth flow.”
Answers To Your Proposal Questions
Learn more about how Inspect Point can transform your proposals and allow your business to collect more revenue.
Can proposals be tied to accounts and buildings?
All proposals are linked to either an account or building in Inspect Point. This makes it easy to track what has been quoted for a specific customer and if the work has been approved.
Are proposals branded?
Yes, proposals can be branded with your logo and business information. In addition, Inspect Point can support multiple logos or headers for companies with DBA needs.
Can I mark up and mark down line items on proposals?
Yes! Items can either be marked-up or marked-down on an individual basis per proposal. Additional features allow you to increase prices or offer discounts at scale.
Can proposals be assigned to sales team members?
Yes! Proposals can be assigned to individual members of your sales team. In addition, users can access a detailed status timeline showing if the customer has received, viewed, or accepted the proposal. Sales users can also leverage Inspect Point’s proposal reminder feature, which saves time by automating email follow-up on pending proposals.
How do proposal templates work?
Proposal templates allow users to build out and reuse content for sections like a summary, scope of work, exclusions, and terms & conditions. Line items can also be added to proposal templates to streamline the quoting process.
What reporting and analytics are available for proposals?
Inspect Point offers robust quoting, reporting, and analytics, including dashboards with data on average acceptance time, proposal count, dollar amount by status, total approved, and more. In addition, individual sales users can access dashboards and data specific to their accounts.
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