The Proposal tab on your estimate generates a branded PDF from your line items. Your client views it in their own portal, approves or declines with one click, and you get notified instantly.
Standard, Cover, and Minimal — your logo, your branding, your terms.
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 your client views, scrolls, and downloads the proposal.
Total frozen at send time. Revision tracking on resends. Change detection flags.
Proposals aren't a separate tool — they're a tab on your estimate. Here's the flow.
Open the Proposal tab on any estimate. Your line items, scope, and pricing are already there. Pick a template — Standard, Cover, or Minimal — and the proposal builds itself.
Click any section in the proposal preview to edit it. Floating toolbar for formatting. Configure what pricing detail to show — full line-item breakdown or summary totals.
Send the proposal directly from the estimate page. Email is pre-populated with the client's primary contact. Proposal total is frozen at send time — it won't drift if the estimate changes later.
Your client gets their own portal — not just a PDF in email. They view the proposal online, approve or decline with one click, and can leave feedback on declined bids. You get notified instantly.
Your clients get their own portal — proposals, invoices, projects, and documents in one place. They approve proposals, view project status, and access shared documents without calling you.
Track every deal from first estimate to signed contract. Visual pipeline with stage management, contact info, and full history per client. 9-metric grid includes win rate.
Know when your client opens the proposal, how far they scroll, and whether they download the PDF. Follow up at the right moment instead of guessing.
Export proposals as branded PDFs with your logo, company info, and client address. Three templates with different levels of detail and visual presentation.
Data flows through the platform. Here's where this feature fits.
Estimate → Proposal
Line items, scope, and pricing pull from the estimate automatically. No re-entry.
Approval → Project
When the client approves, the estimate becomes a project with budget set from the proposal.
Client → Portal
Every client gets their own portal with proposals, invoices, projects, and documents.
7-day free trial. No credit card required. Pick your trade and start estimating.
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