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Document Management & Reporting · Pipeline

Proposal and Estimate Generator

  • Wins more work
  • Saves time
  • Cuts errors
  • Recovers lost deals
Discuss this build
Build the quoteYou assemble line items from your catalog and the tool totals it.
Send the proposalA branded proposal goes to the client for review.
Client reviewsThe client sees options and pricing and can ask questions.
Accept and signThe client approves and signs online, and you are notified.
Convert to jobThe accepted proposal becomes a booked job with agreed pricing.

What it does

Proposal and Estimate Generator

A tool that builds itemized proposals and estimates from your own pricing, so you can send a polished quote fast and see the moment a client accepts.

Where it fits

The pipeline, stage by stage

Build the quoteYou assemble line items from your catalog and the tool totals it.
Send the proposalA branded proposal goes to the client for review.
Client reviewsThe client sees options and pricing and can ask questions.
Accept and signThe client approves and signs online, and you are notified.
Convert to jobThe accepted proposal becomes a booked job with agreed pricing.
  1. We load your services, materials, and prices into a catalog.
  2. You pick line items and quantities for the job at hand.
  3. The tool calculates totals, taxes, and options automatically.
  4. You send a branded proposal the client can accept online.
  5. You get notified the moment they approve it.

What a build includes

In scope

a price and service cataloga proposal builder with line itemsbranded proposal templatesautomatic totals and tax calculationsonline client acceptance with e-signatureautomated follow-up reminders

What has to be decided

Before the quote

The catalog, pricing rules, option tiers, and proposal design are built around how you sell, and can include your terms and payment schedules.

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All 10 in Document Management & Reporting · Example systems

Want Proposal and Estimate Generator for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

Discuss this build