Build a Proposal with Agent Dave

Agent Dave can now build a Proposal for you. Describe the job and Dave writes it up and prices it.

• "Quote the Nayaks for a 9kW air source heat pump and a 210 litre cylinder, £8,400 fitted."
• "Add loft insulation as an optional extra at £1,850."
• "Let them choose between the 250 and the 300 litre cylinder, and recommend the 250."
• "Take 5% off and ask for a 20% deposit."

As well as the items, Dave can write the copy your Customer reads, and manage discounts, deposits and payment schedules.

Building with Dave is better in the new Proposal builder, where each change lands in front of you as Dave makes it. Worth switching on if you have not already.

Read the Proposal over, and when you are happy with it you can ask Dave to send it to your Customer.

Anyone who can build a Proposal in the Payaca web app can ask Dave to build one instead.