Professional Proposals
Turn your takeoff into a winning proposal in minutes. Branded documents, detailed breakdowns, and client portal access that helps you close more deals.
Everything for Winning Proposals
Professional documents that impress clients and close deals faster
Branded Templates
Upload your logo, set your colors, and create templates that match your company's professional image.
- Custom logo & colors
- Multiple template designs
- Company info auto-fill
Detailed Breakdowns
Show clients exactly what they're paying for with itemized materials, labor hours, and system breakdowns.
- Line item details
- System summaries
- Alternate pricing options
Client Portal
Send proposals via secure link. Clients can view, comment, and accept online 24/7.
- Secure shareable links
- View tracking
- Client comments
E-Signatures
Get contracts signed instantly with legally-binding electronic signatures.
- Legally binding
- Audit trail
- PDF download
Terms & Conditions
Include your standard terms, exclusions, and warranty information automatically.
- Saved term templates
- Project-specific notes
- Payment schedules
Export Options
Download as PDF, send via email, or export data to your accounting system.
- PDF export
- Email integration
- QuickBooks sync
From Takeoff to Signed Contract
A streamlined workflow that gets you from estimate to contract faster
Complete Takeoff
Finish your quantity extraction with AI assistance
Generate Proposal
One click creates branded document with pricing
Send to Client
Share via portal link or email attachment
Get Signed
Client accepts and signs electronically
Win More Bids with Professional Proposals
Start your free trial and see the difference professional proposals make.