Reduce double entry
Keep audit information connected from collection to final report.
BPMS / Software / BPMS Proposal Builder
BPMS Proposal Builder
Proposal software for energy and HVAC contractors
Turn audit recommendations into customer-facing proposals without retyping scope details across disconnected tools.
Built for field-to-report workflows
Improve documentation
Capture structured evidence for recommendations and proposals.
Support professional growth
Create a stronger digital workflow for modern energy services.
BPMS Proposal Builder for building performance professionals
Template-driven proposals
Generate consistent proposal packages with branded formatting and cleaner structure.
Audit-linked recommendations
Pull recommendations forward from audits so teams avoid rewriting key project details.
Line-item scope visibility
Present project scope clearly for homeowners, managers, and installation teams.
Professional presentation
Deliver polished proposal outputs that support stronger close rates and stakeholder confidence.
Faster approval workflows
Reduce delays between audit completion and proposal delivery with standardized proposal assembly.
Office-to-field alignment
Keep proposed work details aligned with downstream workscope and execution planning.
Key use cases
Retrofit proposals
Use BPMS Proposal Builder to support retrofit proposals with structured records, connected audit data, and clear documentation.
Home performance upgrade packages
Use BPMS Proposal Builder to support home performance upgrade packages with structured records, connected audit data, and clear documentation.
Multi-measure recommendation bundles
Use BPMS Proposal Builder to support multi-measure recommendation bundles with structured records, connected audit data, and clear documentation.
Sales follow-up workflows
Use BPMS Proposal Builder to support sales follow-up workflows with structured records, connected audit data, and clear documentation.
Program contractor bidding
Use BPMS Proposal Builder to support program contractor bidding with structured records, connected audit data, and clear documentation.
Customer financing discussions
Use BPMS Proposal Builder to support customer financing discussions with structured records, connected audit data, and clear documentation.
Frequently asked questions
What is BPMS Proposal Builder?
BPMS Proposal Builder is a module for turning audit findings and recommendations into structured, customer-ready proposal documents.
Who should use BPMS Proposal Builder?
It is designed for contractors, auditors, and program teams that need faster, more consistent proposal workflows.
Does BPMS Proposal Builder connect with BPMS?
Yes. BPMS Proposal Builder connects directly with BPMS project workflows so proposal content stays aligned with audit records.
Ready to modernize your audit workflow?
Use BPMS to connect field data, reports, proposals, invoices, and performance documentation.