QuoteBuilder: Smarter Quoting for SuiteProjects Pro
QuoteBuilder is the first Configure, Price, Quote solution purposely built for SuiteProjects Pro. In this recorded webinar, Ronn will walk through how it works from building a template-driven quote with real-time rates, to generating a client proposal, to converting an approved quote directly into a fully structured project. No spreadsheets. No re-entry. No gap between what was sold and what gets delivered.
In ~40 minutes, you'll see:
- How to build and price quotes using live data from SuiteProjects Pro
- How approval workflows, proposal generation, and project setup all connect in one flow
- What implementation looks like and how quickly you can be up and running
- Q&A with Ronn to get your specific questions answered
