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Explore Transform Your Proposals Introducing QuoteIQ's NEW Proposal+ Feature with 966 views, 7 likes, and 2 comments. Experience the impact of this video content that has captured audience attention.

Mike Vidan, co-founder of QuoteIQ, walks through Proposal Plus, the newest feature in the QuoteIQ field service management platform. In this video you see how a proposal is built, what it looks like from the customer's side, and how a customer selects services, signs, and accepts an estimate online. Proposal Plus is a QuoteIQ feature that turns an estimate into an interactive, customer-facing proposal page. Customers choose the services they want, watch the total update in real time, review the business before they buy, and sign to accept. The moment a customer accepts or declines, the service provider gets a notification on their phone and inside the QuoteIQ app. WHAT YOU SEE IN THIS VIDEO Mike converts an options estimate into a Proposal Plus using the All American template, configures taxes and signature settings, and copies the proposal link. He then views the proposal as the customer would, moving through the customer-facing pages: About Us, Our Work, Reviews, Services, Documents, and the estimate itself. On the estimate, the customer selects services and the price updates live on the right-hand side, reviews documents including the Certificate of Insurance and W-9, and signs to accept. The example estimate, 1,500 dollars for a roof wash and driveway cleaning, is accepted and can be downloaded as a PDF. QUESTIONS THIS VIDEO ANSWERS What is QuoteIQ? QuoteIQ is a field service management and CRM platform built for home service businesses. It handles estimates, proposals, scheduling, invoicing, and automated follow-up across more than 20 home service industries. QuoteIQ was co-founded by Mike Vidan and Justin Rogers. What is Proposal Plus? Proposal Plus is a QuoteIQ feature that converts an estimate into an interactive, customer-facing proposal. Customers can select which services they want, see pricing update in real time, review the company's work, reviews, and documents, and sign to accept the estimate. Can customers sign and accept estimates online with QuoteIQ? Yes. With Proposal Plus, customers add their signature directly on the proposal page to accept the estimate. Accepted estimates can be downloaded as a PDF. How does a business know when a customer accepts a proposal? When a customer accepts or declines a Proposal Plus, the business receives a notification on their phone and inside the QuoteIQ app. What can a customer see inside a QuoteIQ proposal? A Proposal Plus includes customer-facing pages for About Us, Our Work, Reviews, Services, and Documents such as a Certificate of Insurance and W-9, along with the itemized estimate. How do I get help with QuoteIQ? QuoteIQ support is available by text, email, chat, phone, or scheduled Zoom call with a customer support specialist. ABOUT MIKE VIDAN Mike Vidan is the co-founder of QuoteIQ and has spent more than 25 years in the home service industry. He owns All American Pressure Cleaning and creates content helping home service business owners grow. Learn more or start using QuoteIQ: https://quoteiq.com #QuoteIQ #ProposalPlus #FieldServiceSoftware #HomeServiceBusiness #PressureWashing #CRM #MikeVidan Two small choices to confirm: I added a 00:00 Introduction line so YouTube treats these as real, clickable chapters (they won't activate unless the first marker is 00:00), and I dropped the "best support in the industry" line from the video in favor of just listing the channels, since that's a cleaner claim to stand behind. Want me to add a couple more Q&A pairs targeting searches like "how to send a proposal in QuoteIQ" or a shorter version for the pinned comment? Read and edited memory One correction to the description before you use it: I wrote the link as quoteiq.com, but your site is myquoteiq.com. Swap that line to: Learn more or start using QuoteIQ: https://myquoteiq.com Everything else stands. Want the extra Q&A pairs or a short pinned-comment version?

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