Proposal Maker is a Windows add-on component that works inside Elite’s Energy Audit and Rhvac programs to produce professional HVAC sales proposals directly linked to project calculation results. It assembles custom proposal packets that can include multiple documents such as credit applications, referral letters, equipment pictures and descriptions, and live charts and graphs from the host program. The tool provides advanced word‑processing capabilities, a built‑in 250,000‑word spell checker, a thesaurus, style templates, and DOC import/export, enabling flexible layout with mixed text and graphics. Proposals can be output as PDF and emailed from within the application; users can add and scale their own images, and a large manufacturer image library is available when used with the Energy Audit program[3]. A planned linkage to Chvac is noted.

Key Features

Integrated proposal generation Build proposals tied to calculations.

• Works as a component within Energy Audit and Rhvac.
• Automatically places live charts and graphs from Energy Audit or Rhvac in the proposal.

Custom proposal packets Multi-document, mixed media.

• Creates packets with documents like credit applications, referral letters, and equipment pictures/descriptions.
• Mix graphics and text freely; easily add, scale, and place your own pictures.

Advanced editing and templates Efficient authoring.

• Completely customizable with many pre-built styles.
• Built‑in 250,000‑word spell checker, user word list, and thesaurus.
• Imports and exports Word DOC files.

Streamlined delivery One‑click outputs.

• Creates PDFs and emails them directly from the program.
• No copy protection hassles.

Benefits

Consistent, calculation-backed proposals Accuracy and credibility.

• Pulls live results, charts, and graphs from Rhvac/Energy Audit to ensure proposals reflect current project data.
• Reduces manual copy/paste errors by embedding linked content.

Faster proposal production Speed with quality.

• Templates, styles, and integrated editing tools accelerate document creation.
• Multi-document packets bundle all customer-facing materials in one workflow.