Webinar: How to Use KitchenDEV Visual Proposal Builder and Create Impressive Proposals

Get started with KitchenDEV Visual Proposal Builder and learn how to create impactful, professional and customized PDF proposal documents for each of your customers. This is an advanced, yet simple-to-use solution for cabinet retailers to build professional PDFs with design images from 2020 Design in addition to showing pricing information to their customers.

Webinar Agenda

Introduction
Retailer’s Journey with KitchenDEV
What is Visual Proposal Builder?
What Can You Do With Visual Proposal Builder
How to Create a Proposal Using Visual Proposal Builder

What You’ll Learn:

How to add images, text, and predefined templates within sections of the proposal
How to add various style settings like colors, background colors, padding, etc
How to create your own page templates

Introduction

What is KitchenDEV?

KitchenDEV is a technology and marketing company for the kitchen industry, offering end-to-end technology and marketing solutions for retailers, manufacturers, designers, and contractors.

Our team is specialized in services such as digital marketing, website development, reputation management, and custom-designed software solutions for kitchen and bath businesses.

We offer innovative ways and technologies to help other businesses get more customers and grow their business while keeping customer satisfaction on a high level.

Why is KitchenDEV Different & How it Helps Your Kitchen Retailer Business Grow?

We help businesses get more customers online. WE feature them on Google Maps, we help them rank organically on Google. We also help them manage their paid campaigns.

Our software helps them measurement appointments and put it on a shared calendar for every one of their designers to be on the same page. After the measurement is done, when working with the customers, you can show them all the different vendors that you work with and show their catalogs on a nice user interface vs. browsing through the books of catalogs.

Then, when you are ready, you schedule a design appointment and sit with your customer, do a 2020 design or ProKitchen, if you are using it.

After the design is completed, you will be able to offer different options, different prices, and save the proposal if the customer is not ready to buy.

Now you move into the next step — creating a proposal within our system. You can import your 2020 designs, so you don’t have to manually add every part from the design.

Then you use our Visual Proposal Builder along with showing the pricing to the customer. When you build the proposal, you can print it or email it and track the process within the system.

Once the customer agrees to purchase the cabinets or any other material, you agree and you send that order to your vendor/manufacturer. This is the moment when the communication between the retailer and the manufacturer starts. There should be a handshake. Usually, a manufacturer has to approve the parts, make sure the necessary customizations are available, and then after the configuration and the price is approved between the two parties, the order moves to production and delivery.

After that, retailers have an option to send the satisfaction survey to their customers. This is a good opportunity to collect reviews and gather the photos of completed kitchen remodel projects. This is usually a problem for retailers because, after the installation, retailers don’t have an access to the customer’s home anymore and on the other hand, homeowners are not super engaging and they don’t leave reviews unless it’s a bad experience.

Using this flow you can repeat it every time with your customers and make it really easy, have all your designers use the same system, exchange messages, and track the proposal.

Our product helps reduce the labor and improve efficiency during the proposal and order stage — you are losing time and money if you are not on an ERP.

Smooth onboarding & training is covered by the KitchenDEV team. Invest in KitchenDEV and improve your workflow to save money and grow your business.
Software is simple & easy to use and does not require technical knowledge.
It solves ordering problems, simplifies catalog updates & project organization.
Software is web-based and can be accessed from anywhere.
Integration with 2020 (ProKitchen, Google Calendar, and other integrations coming soon).
It keeps your suppliers, team & customers engaged during the entire process.
Our product supports multi-location showrooms and unlimited sales & design personnel.

What is Visual Proposal Builder?

Visual Proposal Builder is one of the Cabinet Pricing & Ordering software features/subset that lets kitchen retailers and designers easily and quickly create professional and impactful, customized PDF proposal documents for their customers.

With it, you can build professional PDFs with design images from 2020 Design in addition to showing your customers pricing information.

This is a solution that enables you to simplify the entire process and a tool that will be easy for your customers to use as well. It untangles your process and puts your design & sales team on the straight path to sales success.

Once you have your design in 2020, you are ready to give your customer the proposal. You can basically just tell the price, but what’s even better is the ability to print out the proposal like an invoice and creating a presentation type of proposal. This is especially convenient if the kitchen remodel you’re preparing the proposal for is high-end. In this case, you don’t want to give the customer just the brand, the collection, and style along with the price. You want to give every detail to the customer and make the proposal impressive — impossible to say no to. Visual Proposal Builder is a critical piece in this process.

What Can You Do With Visual Proposal Builder

You can create customizable branded templates. The templates we offer are reusable, so if you have pages like policy type of page that you use over and over, you can make them a template and include them in all of the proposals that you build using Visual Proposal Builder. Along with the proposal builder, if you want to include upsell or cross-sell items like faucets, sinks, etc. that you want to feature along with the cabinets, you can make a template and include them in every proposal.
With it, you will be able to impress the customers. They will get everything related to the project. They will get not only the price but also vendor information, collection, style, and everything else that may be of interest to them. You can include 2020 design files. All of this helps you get a faster sign off and to close any gaps in communication because with this solution you make the communication easier.

Visual Proposal Builder Helps You Add Specifications to Your Proposal

This feature helps you include in your proposal anything you want. You can add different options. For example, if you’re offering cabinets, you can add several different options, any specifications you want, as well, as any images, videos, lists, or text boxes.

Proposals Built in Visual Proposal Builder are Fully Customizable

Customize your proposals in full or as needed — from branding to specific project details. Import designs from 202O Design, attach images, add custom text, or predefined templates.

You can include as many pictures as you want on the page, drag and drop sections, you can resize, add text. Also, there are column templates that are also very helpful. For example, if you want to dynamically insert price summary of the proposal into a page, you can do that using column templates.

Create Visual Proposals for a Variety of Products and Projects

Anything your customers can imagine or want to add to their kitchen, you can help them plan & visualize with the Visual Proposal Builder.

Don’t plan just cabinets – add countertops, faucets, and more.

Entice them by suggesting matching products from your showroom that will create a showstopping kitchen.

Offer your customers options for trimming, accessories, sinks, faucets, as well as any other items or services that can complement their kitchen remodel.

How to Create a Proposal

In order to create a proposal, you select an already existing customer or you add a new customer. Then you pick a designer who is working on the project and add a description so you can remember what is the proposal for.
Pick a vendor you want to work with. Here you can upload ready 2020 design if available, or manually select a door style. Add the items you wish, and as you add items, you will see the prices. You can change styles and compare the prices. Repeat this process for all the parts. You can also add accessories, modifications, and custom charges if any. Make sure to give this proposal to your customer, even if they are not ready to buy. The proposal will keep your offer fresh in their minds.

There is a basic print proposal feature that prints a basic proposal printout. You can choose to include the items from your proposal. Most of the retailers don’t opt for this because customers would take this proposal including the prices and go and try to get discounts from other retailers.

When you print out the proposal, you will see this basic printout. You can see all the details about the project, including the price summary, but there is a more powerful way to create a proposal.

How to Create a Proposal Using Visual Proposal Builder

Go to the Create Visual Proposal module and manage your proposal there for a nice, visual, colorful Powerpoint-looking template and printout.

When you go to Settings within the Visual Proposal module, you can customize the header, put your brand colors, pick different colors for the title, select font size for the body and footer as well. The next step is to manage Column Templates and Page Templates.

The header is the top area where you can add your logo or you can choose to just put text, which would be your company name. The footer would include your contact information. This is automatically repeated on every page and inserted for you.

You can customize each page — add an image, add text, or even some ready templates. It can also be a dynamic template coming from your proposal which automatically includes price summary. You can add the customer name and designer name to this template, as well as details on what stage is the proposal in.

The following page can include a floor plan exported from 2020, a picture of the kitchen that will be remodeled, the elevation images, options, and upgrades. You can make this a static part of your proposal. Your marketing team can create content and images for it and insert them. This will give options to your customers and show them what else can be done with the kitchen. Use this section to showcase other products that you sell and their prices.

Click Create Visual Proposal
Choose to Start Blank Template or from Starter Template
If you want to use some pages from previously made proposals, choose Starter Template. Some pages will be automatically inserted. Some pages will be blank.
To add content to the proposal, choose the Section first and its layout — one column or multiple columns layout of the section. The Section will come with a default size, but we have some space below on the page. You can drag and resize the section as you wish, so it fits the page nicely.
Add a dynamic template which is the price summary from the proposal, the information about the customer and designer. Hover over the section and click on Add Template option. You can select from multiple versions if you have them. Click the Select button.
Add any information you need to the section.
Move to the next page and add a page title.
Add a section and choose the layout.
Now you can choose to add an image. Upload it. You can repeat the process and add another image within the same page, in another section.
Feel free to add a new page and add any information, videos, images, lists, specifications, or pre-built column templates.

When you’re ready, you can download the proposal you’ve created and view the export. Feel free to attach it to an email and send it to your customer

Types of Templates

There are two types of templates: Page Templates and Column Templates.

Page Templates are one or more pages that you can build and inject into a proposal.

Column Templates present an integrative part of individual columns.

The Starter Template can be edited and new information can be added to it. It’s created as an example to empower you to create your own.

For Column Templates, ‘’Basic information with price summary’’ is currently available. You can click Edit Template to see how it looks like. You will see the text looks like it was made in Microsoft Word. You can format it with all the options available in the editor. For example, you can have a basic text but also numbered and unnumbered lists. You can attach pictures and documents, link pages from your website.

When you want to insert a dynamic piece of information, you need to use the offered format.

There is also a list of available fields that you can inject into the column templates.

DON’T MISS OUT

Subscribe to be among first to receive updates on the next KitchenDEV Webinars and receive recordings of the past webinars.

WATCH THE WEBINAR ???? 25:06

SHARE THIS WEBINAR WITH YOUR FRIENDS AND COLLEAGUES

Start Using Cabinet Pricing & Ordering Software Now

Set your business up for success with the ERP solution custom-tailored for your needs.
Add your catalogs, dealers, and vendors for free and start your free 30-days trial.

FREE TRIAL SCHEDULE FREE DEMO

Set up in minutes. No credit card required.