Sales & Proposal Management

Quickly convert opportunities to proposals to work orders within a single platform. No migrating between systems to slow things down when you need to get moving.

Create Comprehensive Proposals

Organize scopes of work by systems and/or sites, allowing you to create a single proposal that includes access control, intrusion, fire, entry, and other systems.

Collaborate and Review with Ease

Use the Flow Engine™ to submit proposals for sales management or engineering review. Customers can access proposals through the secure Customer Portal, and sales teams are notified when a customer views their proposal or reminded if proposals remain unopened after a set period.

Automatic Resources and Assumptions

FieldHub automatically attaches relevant datasheets, resources, and videos when specific items are included in a proposal. The system also adds assumptions based on the material in the scope of work, ensuring that critical details are never overlooked.

Integrated eSignature

Create eSignature packages that are delivered as part of the proposal, allowing prospects and customers to accept and sign proposals directly within the FieldHub portal.

Stay Informed with the Flow Dashboard

Customize your opportunity and proposal review process using the Flow Dashboard. Display the status of each proposal on a dashboard that's accessible to your entire team, and keep everyone in sync by showcasing the information on your sales office wall.

Ready to dive in?
Schedule a free demo today.