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In this article, you will learn how to use sales proposals to help increase your average job revenue.

Sales proposals — commonly known as “good, better, best” — are available as a Marketplace add-on that enables you to present your clients with multiple estimates in a clear and simple way. Sales proposals are designed to help your customers understand the different options your company offers for a particular service, and allow them to choose the one that makes the most sense for their needs and budget.

Offering multiple options all at once also allows your customers to consider spending more than they normally would, ultimately boosting your revenue. Sales proposals can help you close bigger deals faster, which can quickly increase your average job revenue.

Why use sales proposals

  • To answer questions
    Clients normally have many questions after seeing an initial estimate. Save yourself time and avoid those questions by sending a detailed proposal that includes multiple options.

  • To upsell
    Sometimes clients are willing to pay for more than the bare minimum. Help your clients understand the relationship between your prices and the quality of services offered.

  • To help techs explain pricing to clients
    Your techs aren’t sales people — and they shouldn’t have to be. Sales proposals provide a clear, simple, and professional presentation of your estimates for everybody to easily understand.

  • To beat your competition
    People love to shop around and get estimates from different service businesses. Make sure your estimates stand out with Workiz’s interactive sales proposals.

Enabling sales proposals add-on

In order to begin using sales proposals, you will first need to enable the add-on from the Marketplace.

  1. From the navigation bar, select the Marketplace

  2. Under Most popular, find Sales proposals and select Learn more

  3. Toggle the switch above Feature not active to ON (green)

Creating a sales proposal

  1. Open the job page that you want to add a sales proposal to

  2. From the job page, select the Estimates tab

  3. Select Add estimate

  4. Configure the first estimate of your sales proposal:

    1. Name: Select Estimate 1 and edit the name for this estimate (e.g., Good, Bronze, etc.)

    2. Image: Select Cover image and upload a cover image

    3. Description: Under Description, select Add and enter a brief description for this estimate

    4. Items: Select Add item and choose all of the items you want to include on this estimate

  5. Select Add Estimate > New estimate or Make a copy

  6. Configure the second estimate of your sales proposal:

    1. Name: Select Estimate 2 and edit the name for this estimate (e.g., Better, Silver, etc.)

    2. Image: Select Cover image and upload a cover image

    3. Description: Under Description, select Add and enter a brief description for this estimate

    4. Items: Select Add item and choose all of the items you want to include on this estimate

  7. Repeat Steps 5–6 until you have created all of the estimates you want to include in this sales proposal


    Tip: Be careful about including too many estimates in one sales proposal. Too many estimates may overwhelm your customers and prevent them from understanding which plan makes most sense for them, as well as prevent your business from upselling and increasing revenue.

    We recommend limiting your sales proposals to three estimates.


Sending a sales proposal

  1. Select Actions > Preview to see how the proposal will look to your clients

  2. Select Send > Send all (proposal)

  3. Update the Send Proposal fields as desired and select Send Email or Send Text

Need more help? See related articles below:

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