In PVsell you can create compelling proposals for your customers. You can build proposals from scratch, or leverage a range of pre-built Proposal Templates provided by our tool for you to adapt to your business.
Learn where to begin with building a Proposal for your customer:
Here you can learn how you can modify:
- proposal templates, provided by PVsell ('PVsell Templates')
- and the ones, created by you and saved to your proposal drive ('My Drive')
If you want to create a new one first, learn more here: How can I create a new Proposal Template?
You can modify any Proposal Template in 'My Drive' (and in 'Company Drive' provided that you have admin rights).
If you wish to modify a PVsell Template, you need to copy it from the 'PVsell Templates' drive to 'My Drive'. (How can I copy or move a page from one Proposal Template to another?)
1. Click on the Libraries icon in the main menu (side menu on the left)
2. Open the 'Proposals' tab
3. Select the Drive where the necessary Proposal Template is stored
Click on the necessary drive in the 'Current Drive' dropdown. The current drive is marked with a tick in the list of drives.
4. Click the Edit icon next to the Proposal Template you wish to modify
If you wish to keep both versions of the Proposal Template, for example, the current version you have in the library, and the modified version you will have after editing the Template, you can first click the Duplicate icon next to the Proposal Template you wish to edit, and then click the Edit icon to modify one of the duplicates.
5. Modify the Template
The process of ordering the pages in a Proposal Template is the same as ordering them in a Proposal (just click & drag):
6. Click 'Save and return to Library' to save the changes and enjoy using your template to create the best proposals
All you have to do is set up proposal templates for the situations you most commonly encounter. We recommend you have a template for residential cash sales, residential financed sales, a template for commercial tyre kickers, and a more lengthy commercial proposal when you're trying to close the deal.
We also offer a custom PVsell template creation service for those wanting to get the absolute most out of PVsell, but don't have the in-house development resources to commit. Use our embedded ticketing system ("Support" in the top right menu), if you want to obtain personalised help from our team.
Once you've set up your own templates, you can select which one you want, load it to your Customer's Project (How do I add a template or a template page to my Proposal?) to make specific adjustments for an individual Proposal, and then download and print it, or email the client a customer-tailored, stunning Project Proposal directly from within PVsell in seconds. All of your Project's results will be merged in. Learn more:
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