Product Overview: eSign Toolkit – Transforming Residential HVAC Sales with Seamless Proposal Management

Let’s face it—winning every deal at the kitchen table isn’t always possible. Nearly one-third of consumers want to "think it over." But what if that hesitation wasn’t the end of the sale?

Introducing the eSign Toolkit—designed to turn those "think it over" moments into "today's wins"— and take the pain out of your follow-up sales process.

Of course, you want to close at the kitchen table—and Sales Builder Pro was designed to help you do that.  But now, with the eSign Toolkit, when they want to think it over, you can simply send your prospect a text message with a link to their personalized shopping cart.

They can explore options, compare savings and rebates, browse brochures, view product details, select a financing plan, and sign directly on their smartphone. Easy for them. Easy for you.

As a sales rep, you’ll know when your prospect engages with a real-time notification—no more guesswork on when to follow up. Plus, with daily Hot and Cold reports, you’ll know who to contact next.

Isn't it time to take the pain out of follow-ups?  Schedule a demo today and see how easy winning can be.

The eSign Toolkit, a NEW PAID ($40/user/month with annual prepay) feature of Sales Builder Pro, empowers residential HVAC sales professionals by providing an efficient, streamlined digital solution for managing customer proposals. With real-time tracking, automated notifications, customizable messaging options, and an integrated electronic signature feature, this toolkit simplifies the path to closing sales—even when decisions take time.

Key Features:

1. eSign Functionality

• Remote Signatures: Customers can review and sign proposals from anywhere, removing the need for in-person signatures.
• Ease of Use: The signing process is smoother than DocuSign and as intuitive as shopping on Amazon, ensuring a hassle-free experience for customers.
• Secure: Date and time stamped, trackable signatures, gives both customers and contractors peace of mind.

By allowing immediate digital signatures, the eSign tool eliminates delays and helps close deals faster, ensuring customers commit while interest is high.

2. Real-Time Tracking and Notifications

• First View: Ensures customers receive and interact with proposals promptly, with an adjustable grace period to avoid unnecessary notifications.
• Engagement Updates: Daily notifications keep sales reps informed about proposal views, helping prioritize follow-ups.
• Acceptance and Declines: Notifications provide actionable insights, allowing immediate next steps like scheduling installations or addressing customer objections.

• Accepted Proposals: Follow up for processing or scheduling.
• Multiple Views: Target high-interest customers with personalized outreach.
• Single Views & Never Viewed: Re-engage with reminders or confirm proposal delivery.
• Recently Expired Proposals: Extend or reissue proposals to rekindle interest.
• Declined Proposals: Understand objections to refine offers or follow up effectively.

• Emails: Personalize headers, subject lines, and body text to align with your brand.
• Text Messages: Include your company name prominently to enhance recognition and engagement.
• Proposal Pages: Customize home, accepted, and declined pages to provide clear next steps and improve customer experience.

• Proposal Expiration: Set expiration timelines from 1 to 365 days to maintain proposal relevance.
• Notification Settings: Tailor email alerts to suit your team’s workflow.
  
  

Why eSign Toolkit Matters:

The eSign Toolkit will enhance the customer buying experience, improve sales efficiency, and increase closing rates. Its user-friendly interface, insightful features, and integrated electronic signature capability make it an essential tool for modern HVAC sales teams. By empowering reps with data-driven insights and customizable tools, the eSign Toolkit helps turn prospects into customers, even in competitive markets.

Price & Availability:

The eSign Toolkit is a paid upgrade for existing Sales Builder Pro users at $40/user/month with annual prepay. Management Portal features are scheduled to be released on Dec. 9, 2024. This will allow contractors to customize their messaging, shopping cart, and user preferences. The iPad app is scheduled for release on Dec. 16, 2024 pending Apple's review and approval. The Management Portal and iPad releases are considered to be a beta release.  The Android tablet release will follow in early 2025 and upon release will end the beta period

For new customers, eSign Toolkit is included in  all three packages: ESSENTIAL+, PREFERRED+, and PREMIUM+, where the "+" indicates the inclusion of the eSgin Toolkit features.

Schedule a demo today and see how easy winning can be.

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