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Integrate CompanyCam + SalesPro
Integrate CompanyCam + SalesPro

Integrate CompanyCam + SalesPro to manage your job site documentation easier than ever before!

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Written by Alex Pickens
Updated over a week ago

SalesPro lets you do all your contracts and bids digitally. That means you can say goodbye to the printer and fax machine when you're estimating, financing, and invoicing. And now that we can integrate with them! You can add CompanyCam photos to proposals, contracts, and customer communication to make sure clients understand the scope of work before you start, as it's being done, and long after it's complete.

In this article:

Before you start

What is SalesPro?


SalesPro is a sales solution for contractors in many fields. Contractors use SalesPro

to help homeowners make decisions. SalesPro is transforming the home improvement industry as the first-ever end-to-end contractor sales software application digitizing every stage of the in-home sales process including estimating, financing, contracting, and real-time communication. Created by seasoned home improvement professionals, the SalesPro application helps businesses eliminate errors and increase efficiency by simplifying and automating the day-to-day sales process.

Please refer to these setup instructions

How it works

You can insert CompanyCam photos for an Estimate, Proposal or Contract in SalesPro.

1. Select Add New +.


2. Choose CompanyCam.


3. Search for the Project with the photos you need.

4. Select the Photos you want to bring into SalesPro and choose Done. You can select Edited photos that are already marked up.


5. You can edit photos in SalesPro as you build your document if there is something you'd like to highlight.

6. Photos will be imported into that SalesPro document and will be viewable as an entire page.

Setup


Please refer to these setup instructions


If you need support with this integration, reach out to [email protected]. You can also call 844-370-LEAP (Option 2)

Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!

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