> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Suite Overview

> See what the Sales Suite add-on covers in FieldPulse — flat-rate pricebooks, dimensional pricing, and branded proposals for quoting and closing on-site.

> **Who uses this:** Admins set up the Sales Suite tools; technicians and estimators quote with them from estimates and invoices in the field. **Availability:** Sales Suite add-on tools, enabled per account.

The Sales Suite is the set of FieldPulse tools that turn a job into a priced, branded, ready-to-sign document at the customer's door — flat-rate pricebooks, dimensional pricing, and dynamic proposals. Instead of a tech calling the office for a price or writing a number on a paper estimate, the Sales Suite puts consistent pricing and good-better-best options on the same screen they already work from.

## Overview

The Sales Suite closes the gap between the tech at the job and the price the customer needs to say yes. When pricing lives in the office — in a binder, a spreadsheet, or one person's head — the tech either guesses, undersells, or drives back to quote later. Every one of those is a slower close and a thinner margin.

The Sales Suite closes that gap with four tools that build on your [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices):

* **Pricebook** — flat-rate pricing your team selects from a menu, with good-better-best options, on-site signatures, and payments. See [Setting Up Your Pricebook](/add-ons/sales-suite/pricebook).

* **Dimensional Pricebook** — size-based pricing for trades where cost depends on measurements: glass, fencing, flooring, drywall, and insulation. See [Setting Up Dimensional Pricebook](/add-ons/sales-suite/dimensional-pricebook).

* **Dynamic Proposals** — branded proposals with cover pages, an About Us section, photos, reviews, and side-by-side pricing options. See [Dynamic Proposals Overview](/add-ons/sales-suite/dynamic-proposals).

* **Importing a Pricebook** — bring a pricebook you already keep in Excel, Google Sheets, or CSV straight into FieldPulse. See [How to Import a Pricebook](/add-ons/sales-suite/importing-pricebook).

## How it works

Each Sales Suite tool feeds the estimate or invoice you were already going to build.

1. **Build your pricing once.** An admin sets up one or more pricebooks — flat-rate jobs, categories, add-on lists, and markups — so every quote uses the same numbers. See [Setting Up Your Pricebook](/add-ons/sales-suite/pricebook).

2. **Add size-based pricing where it matters.** For trades priced by the square foot or linear inch, turn on the Dimensional Pricebook so the app does the math from the measurements your tech enters. See [Setting Up Dimensional Pricebook](/add-ons/sales-suite/dimensional-pricebook).

3. **Quote from the field.** Your tech opens a pricebook on the [estimate](/estimates-invoices/creating/estimate) or [invoice](/estimates-invoices/creating/invoice) they're building, picks the flat-rate job, and the pricing and line items fill in.

4. **Present it as a proposal.** For bigger jobs, present the quote as a Dynamic Proposal with tiered options the customer can choose from, then capture a signature and [payment](https://www.fieldpulse.com/features/fieldpulse-payments) on the spot. See [Dynamic Proposals Overview](/add-ons/sales-suite/dynamic-proposals).

## Availability

The Sales Suite tools are enabled per account. Turn on Dynamic Proposals from **Company Settings > Features & Plugins** in the web app. For the Pricebook and Dimensional Pricebook, [contact the FieldPulse team](https://www.fieldpulse.com/company/contact-us) at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat in the bottom-right corner of your screen to have them enabled.

## Related articles

* [Setting Up Your Pricebook](/add-ons/sales-suite/pricebook)
* [Setting Up Dimensional Pricebook](/add-ons/sales-suite/dimensional-pricebook)
* [Dynamic Proposals Overview](/add-ons/sales-suite/dynamic-proposals)
* [How to Import a Pricebook](/add-ons/sales-suite/importing-pricebook)
* [How to Create an Estimate](/estimates-invoices/creating/estimate)


## Related topics

- [Setting Up Your Pricebook](/add-ons/sales-suite/pricebook.md)
- [Sales Suite](/add-ons/sales-suite/index.md)
- [Dynamic Proposals Overview](/add-ons/sales-suite/dynamic-proposals.md)
- [Setting Up Dimensional Pricebook](/add-ons/sales-suite/dimensional-pricebook.md)


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