Build a professional proposal from your estimate, send it quickly, and give clients a simple portal experience to review, respond, and move forward.
Use clean branded formats so your proposal looks credible on every bid.
Edit sections directly in the proposal preview with a floating toolbar.
Send proposals directly from the estimate page. Pre-populated with client contact.
Clients view, approve, or decline — with optional feedback on declined bids.
See when clients view and interact with proposals so follow-up timing is stronger.
Keep updated proposal versions organized so your team and client stay aligned on current scope and pricing.
A straightforward flow for producing cleaner proposals and getting client decisions faster.
Start from estimate data you already trust so proposal creation is fast and consistent across your team.
Adjust messaging, detail level, and structure so the proposal fits the client conversation and project type.
Send proposals with better visibility into engagement so sales follow-up can happen at the right moment.
Give clients a simple way to review and respond so approvals are smoother and lost deals provide useful feedback.
Give clients a cleaner experience to review proposals and stay aligned without endless email back-and-forth.
Use proposal and client context to prioritize follow-ups and improve close rates.
Know when clients are actively reviewing so your next call lands at the right time.
Export polished branded proposal documents that are client-ready and easy to share.
Data flows through the platform. Here's where this feature fits.
Estimate → Proposal
Core line items, scope, and pricing carry over from the estimate automatically.
Approval → Project
When the client approves, the estimate moves to won so project creation can start with aligned budget context.
Client → Portal
Clients get a dedicated portal to review proposals, track decisions, and access shared documents.
Proposal Activity → Sales Follow-Up
Proposal activity signals help sales teams prioritize follow-up timing and focus on active opportunities.
7-day free trial. No credit card required. Pick your trade and start estimating.
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