Version History
Here you can find the changelog of Sales Builder since it was posted on our website on 2017-01-05.
The latest version is 9.3.1 and it was updated on soft112.com on 02 April, 2024.
See below the changes in each version:
version 9.3.1
posted on 2024-01-15
Jan 15, 2024
Version 9.3.1
This release offers the ability to quote new equipment types on the Option tab under Heating/Other.
- Generators
- Water Heaters
- Fuel Tanks
- Water Tanks
Finance these items without any workarounds.
If you are using Install Manager Pro, install kits can be added for any of these items when quoted on the Option tab.
Quote these items on a separate option to show next to an HVAC system to increase chances of an upsell.
Showing the option separately will give your customers the ability to see the payment separate from the HVAC system they already were interested in.
Select both options when your customer accepts the offer, which combines both options into one final price and payment.
version 9.3
posted on 2023-11-06
Nov 6, 2023
Version 9.3
This release offers the ability to quote new equipment types on the Option tab under Heating/Other.
- Generators
- Water Heaters
- Fuel Tanks
- Water Tanks
Finance these items without any workarounds.
If you are using Install Manager Pro, install kits can be added for any of these items when quoted on the Option tab.
Quote these items on a separate option to show next to an HVAC system to increase chances of an upsell.
Showing the option separately will give your customers the ability to see the payment separate from the HVAC system they already were interested in.
Select both options when your customer accepts the offer, which combines both options into one final price and payment.
version 9.2.3
posted on 2023-09-25
Sep 25, 2023
Version 9.2.3
This release offers new features to help you customize and organize discounts, instant rebates, and other rebates.
- Equipment discounts are selectable from a preset, categorized list.
- Instant rebates can be included in equipment discounts.
- Conventional rebates are selectable from a preset, categorized list.
- Conventional rebates can now have a custom title, like "Incentives."
version 9.2.1
posted on 2023-03-20
Mar 20, 2023
Version 9.2.1
This release offers new features to help you customize and organize discounts, instant rebates, and other rebates.
- Equipment discounts are selectable from a preset, categorized list.
- Instant rebates can be included in equipment discounts.
- Conventional rebates are selectable from a preset, categorized list.
- Conventional rebates can now have a custom title, like "Incentives."
version 9.0.2
posted on 2022-08-08
Aug 8, 2022 Version 9.0.2
This release offers these new features to help you to be more professional, productive, and profitable:
• Option tab. Recommend and compare multiple payment types.
• Summary tab. Combined with Signature tab.
• Notes tab. Notes have moved from the Signature tab to this new tab.
• Signature tab. Contains a full summary, brochures, and shows multiple payment types.
• Proposal PDF. Includes savings, thumbnail brochures, and shows multiple payment types.
• Admin Settings. Set up defaults to name proposal, options, and descriptions
• User Settings. Allows users to override name and description defaults.
• Customize. On the Signature tab, allows users to personalize Proposal PDF.
Enhancements
• Accessory and Add-On discounts now remain on the quote when you change payment type.
• Rebates now remain on the quote when you change items or pricing.
• Percentage rebates are re-calculated automatically to reflect the new dollar amount.
• Click “Customize” on the Signature tab to find proposal settings (Show Model Numbers, Show Line Item Pricing, Taxes & Fees, and Proposal PDF bullet points).
• You can now name the proposal, option, and write a description.
• New “Discount” section included on the PDF shows equipment discounts by line-item. You can turn on the discount setting on the Customize screen for each proposal, or contact your company admin to apply this setting by default.
version 8.3
posted on 2022-03-07
Mar 7, 2022 Version 8.3
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 8.2.4
posted on 2021-10-04
Oct 4, 2021 Version 8.2.4
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 8.2.2
posted on 2021-09-28
Sep 28, 2021 Version 8.2.2
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 8.1
posted on 2021-08-16
Aug 16, 2021 Version 8.1
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 8.0.4
posted on 2021-07-06
Jul 6, 2021 Version 8.0.4
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 8.0.3
posted on 2021-06-11
Jun 11, 2021 Version 8.0.3
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 8.0.2
posted on 2021-06-04
Jun 4, 2021 Version 8.0.2
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version -
posted on 2021-05-23
version 8.0.1
posted on 2021-05-07
May 7, 2021 Version 8.0.1
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 8.0
posted on 2021-05-04
May 4, 2021 Version 8.0
This release features a new capability for Sales Builder Pro that we call Deal Manager. Deal Manager helps you build a better business in three ways. First, remote acceptance of proposals helps you win more deals faster with better documentation. Second, the new search capability fully automates creating a prioritized "to-do" list of sales calls to focus your sales efforts better. Third, there are numerous new features to improve sales, install, and office productivity and workflow - including deal notes, proposal status, and verification of multi-option wins.
version 7.3.1
posted on 2020-08-10
Aug 10, 2020 Version 7.3.1
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.3
posted on 2020-07-27
Jul 27, 2020 Version 7.3
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.2.1
posted on 2020-06-29
Jun 29, 2020 Version 7.2.1
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.12
posted on 2020-06-08
Jun 8, 2020 Version 7.1.12
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.11
posted on 2020-05-18
May 18, 2020 Version 7.1.11
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.10
posted on 2020-05-04
May 4, 2020 Version 7.1.10
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.9
posted on 2020-04-29
Apr 29, 2020 Version 7.1.9
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.8
posted on 2020-04-13
Apr 13, 2020 Version 7.1.8
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.7
posted on 2020-03-03
2 mars 2020 Version 7.1.7
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.7
posted on 2020-03-02
Mar 2, 2020 Version 7.1.7
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.6
posted on 2020-02-24
Feb 24, 2020 Version 7.1.6
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
version 7.1.10
posted on 1970-01-01
4 мая 2020 г. Version 7.1.10
This release features new capability for Sales Builder Pro that we call Install Manager Pro. This smart technology improves your HVAC sales and install process in three ways. First, it automates the routine process of creating an itemized bill-of-materials with labor. Second, it helps to protect your profits by estimating the risk of an install running into unplanned, unbudgeted, and often costly overtime. Third, we simplify the complex process of quoting multi-room ductless installations for Mitsubishi Electric Trane ductless brands. It's like having an install manager on every sales call.
