Scottsdale, AZ (September 12, 2024) – ProjX360—the growing end-to-end project management platform for integrators by integrators—announced new Proposal enhancements today, including two new Proposal Builder options and improvements to search, multi-add functionality, and live system totals.
Product search is now more convenient for ProjX360 users. The product search window has been moved from the left to the top of the user interface, giving users more room onscreen to see product information below the Proposal Builder. Now, when a user searches for a product, a drawer slides out that allows them to add products simply by searching for a brand or category and adding packages. Additionally, a new multi-add feature allows users to add a product to multiple locations at once and select the quantity of that product for each location, a more efficient approach that saves integrators time. Finally, live system totals during proposal building allow integrators to have a running tally on overall system cost.
In addition to these across-the-board improvements, ProjX360 has introduced a unique, flexible approach to proposal building that gives users options for how they want to build proposals. They now have the flexibility to choose from two different Proposal Builders—the Core Builder and the Power Builder—with a third basic builder set to be released later this fall. Both the Core Builder and the Power Builder include all the new search, multi-add, and live system total features outlined above. The main difference between the two newly released Proposal Builders is that the Core Builder consolidates the individual line item product information into sections so users can see all the product information without having to scroll left and right. The Power Builder is the current Proposal Builder users are familiar with, but with all the improvements to the user experiences outlined above. For the ultimate convenience, you can switch between Proposal Builders anytime without losing your information.
“This is just the beginning. We will be making numerous Proposal improvements—over 100, in fact—and releasing them as they are complete over the course of the next six months,” says Doug Greenwald, Owner of ProjX360. “We are committed to making this aspect of ProjX360 an exemplary and attractive part of ProjX360 project management software now and in the future.”
Those who want to learn more about how ProjX360 can help streamline processes can schedule a demonstration and Q&A session for their team at https://projx360.com/demo/schedule.
About ProjX360
There are many software-based solutions for system integrators, but only ProjX360 is purpose-built for integrators’ comprehensive project management needs. Where other platforms excel at proposals or CAD drawings, ProjX360 delivers end-to-end integrator-focused project management tools. Doug Greenwald, owner of a system integration firm, launched ProjX360 in 2015 after determining the need for better project management tools in his own business. Since then, ProjX360 has garnered nearly 200 integration companies with thousands of licenses who rely on it for project management, from developing the sales pipeline and CRM to managing projects and time to inventory and service calls. All from one centralized software platform accessible via Cloud that seamlessly interfaces and ingests information from other integrator software, like D-Tools, Portal.io, and Quickbooks. For integrators by integrators, ProjX360 brings project management full circle.
