Frequently Asked Questions
Learn how ProposalPilot helps merchant services sales teams analyze statements, price deals, and close faster. Still curious? Contact our team anytime.
What is ProposalPilot?
ProposalPilot is a pricing software built for anyone who sells merchant payment processing, solo agents or large sales organizations. It helps you capture a merchant's current fee structure, model pricing options, and present professional proposals in minutes instead of hours.
Who should use ProposalPilot?
We designed ProposalPilot for independent sales reps, ISOs and growing sales teams that need a faster way to evaluate statements, compare residuals and close deals. If you sell merchant payment processing, ProposalPilot keeps your pricing workflow organized and repeatable.
Can ProposalPilot read merchant processing statements?
Yes. Upload a PDF statement and ProposalPilot extracts key metrics like monthly volume, total fees, and effective rate. You can accept the scan, tweak the data, and immediately generate side-by-side pricing scenarios to show your merchant the impact.
What pricing models can I compare?
ProposalPilot supports the models merchant agents use most: flat rate, interchange-plus, cash discount, and custom fee structures. You enter your buy rates once, then mix and match pricing options to maximize margins while staying competitive.
Does it support teams and collaboration?
Absolutely. Invite teammates to share proposals, reuse templates, and manage pricing in one workspace. Team plans unlock unlimited statement scans, branded PDF exports, and visibility into each rep's residual projections.
How do I get started?
Create a free account to explore the Starter plan. You can build proposals and upgrade when you're ready for premium features and advanced limits. Visit the pricing page or head straight to sign up to launch your workspace.
What support is available if I get stuck?
We provide in-app feedback tools, email support, and onboarding resources to help you move quickly. Reach out at support@proposalpilot.io for account questions, product feedback, or early access to upcoming features.
Ready to streamline your pricing workflow?
Start a free workspace, scan statements, and build merchant proposals in minutes. Upgrade when you need more scans, branded PDFs, and team collaboration.