Sales Proposal Software

ClimateMaster’s Sales Proposal software is an excel based program that allows the contractor to input job specific data to produce a ‘leave-in-hand’ proposal for the customer that can serve as contract between contractor and customer.  Sales Proposal is a powerful selling tool that contains the following elements:

  • Dealer logo and contact information input
  • Equipment to be installed listing
  • Loop selection
  • System cost
  • Operating cost comparison (geo vs. air source and gas furnace)
  • Payback analysis (with or with out financing)
  • Monthly utility and mortgage payment analysis
  • System maintenance cost, life expectancy, and warranty information
  • Summary of geothermal advantages
  • Economic analysis

Download Sales Proposal Software