Equipment Proposals Overview

Professional Good/Better/Best Proposals in Minutes


Like it or not, customers want to buy equipment from the technician, because they trust the technician over the salesman.

However, are you terrified of your technician presenting a new equipment proposal to your customer?

Your technician needs to prepare the proposal quickly and accurately, price the proposal correctly and have confidence to present the options in a way that the customer will understand and best represent your company.

Your equipment sales is your bread and butter. It can be what makes or breaks your season. It has to be done correctly and professionally.

The P3 Equipment Sals Module makes it easy for a technician to do everything you would as the owner, while allowing them to stay in their comfort zone. You can setup many of the standard parts of the proposal in advance, including pricing, so the technician can just focus on what is needed for the job and customer.

With our template feature technicians can reuse a previous good/better/best proposal and present the options professionally in just minutes.


Create consistent, profitable proposals every time.
Create “affordable” proposals showing monthly financed price.
Turn any technician into a seasoned sales person.
Eliminate competition by providing multiple Good/Better/Best options.
Installation checklists make communicating with the installation team a breeze.
Sell more accessories and services.


Preloaded with major brands.
Preloaded with equipment brochures and add-on brochures.
Setup templates for common proposals.
Good/Better/Best, side-by-side display and price comparison.
Equipment comes with preloaded installation materials and activities, just update pricing and go.
Customize equipment installations to account for all installation costs.
Add company brochure and selling points about your company.
Set reminders for follow ups to never lose track of potential sales.
Add rebates and discounts.
“Decline” items to show the minimal impact to resulting price.
Customer survey to highlight additional products and services needed.

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