Getting Started | Proposal Builder Tutorial | Tiny Easy

Learn how the Tiny Easy Proposal Builder works and how it fits into your home sales workflow. Proposal Builder helps builders bring floorplans, renders, 3D designs, specifications, inclusions, pricing, quotes, company information, warranties, terms and next steps together into one professional customer-facing proposal. In this introductory walkthrough, we cover the core Proposal Builder workflow and the main concepts to understand before you start building proposals. WHAT YOU’LL LEARN: ✓ What the Tiny Easy Proposal Builder is ✓ How Proposal Builder fits into Tiny Easy Projects ✓ How Proposal Templates work ✓ How Page Templates work ✓ How individual customer proposals are created ✓ The difference between Draft and Sent proposals ✓ The overall workflow from setup to sending a proposal The main idea is simple: set up your proposal system once, then tailor it for each customer. VIDEO CHAPTERS: 0:00 Introduction 0:15 What is the Proposal Builder? 0:50 How Proposal Builder fits into Tiny Easy 1:30 Business Branding 1:50 Proposal & Page Templates 2:38 Individual customer proposals 3:12 Draft and Sent proposals 3:55: The overall Proposal Builder workflow HELPFUL LINKS: Explore Tiny Easy: https://www.tinyeasy.com/ Compare Tiny Easy plans: https://www.tinyeasy.com/pricing Book a Tiny Easy Discovery Call: https://calendly.com/tinyeasy/discove... Book a Tiny Easy Training Call: https://calendly.com/tinyeasy/tiny-ea... ABOUT TINY EASY Tiny Easy provides connected visual sales, design and proposal software for businesses selling tiny homes, ADUs, granny flats, cabins, park models, prefab homes and other small-home solutions. Our modules help builders manage the journey from the first website inquiry through configuration, custom design, sales visuals and customer proposals. #TinyEasy #ProposalBuilder #HomeBuilderSoftware Music used in Video: Music promoted by https://www.chosic.com/free-music/all/ License: https://creativecommons.org/ City Lights by Ghostrifter Official | / ghostrifter-official Downtown Glow by Ghostrifter Official | / ghostrifter-official Creative Commons CC BY-SA 3.0