01
Scope, measurements, photos, and pricing pull into a branded template with the warranty and exclusion language the company already uses.
Proposals assembled in minutes, not evenings
Proposals written after dinner arrive late and read tired. Assembly from a scope record puts a professional document in the customer's hands the same day.
01What it is
Proposal Generation, defined plainly.
02
Options present cleanly, financing shows monthly figures, and e-signature closes the loop without a second visit.
03
Tracking shows which sections were read and how long, which tells the follow-up call where to start.
02How it runs
From build to daily operation.
Step 01
Template the document
Existing winning proposals become the structure, tone, and legal language.
Step 02
Assemble from data
Job record, pricing, photos, and selections populate automatically.
Step 03
Deliver and sign
Email and text delivery, mobile-friendly viewing, e-signature and deposit in one flow.
Step 04
Follow the signal
Views, dwell time, and silence each trigger a different follow-up.
03Good fit for
Industries running this system.
- Roofing
Material tiers, warranty terms, and financing sit in one document.
- Remodeling
Selections and allowances present clearly to avoid change order fights.
- Construction
Bid packages assemble with scope exclusions intact.
- Landscaping
Design renderings and phased pricing land together.
- Pool Builders
Phased build schedules and equipment packages read plainly.
- Painting
Color schedules and prep scope get documented up front.
- Insurance
Coverage comparisons render side by side.
- Accounting
Engagement letters and scope of services generate per client type.
04Related
Systems that pair with this one.
- SolutionProposal Generation
- SolutionCustom Estimators
- SolutionSales Pipeline
- SolutionAutomated Follow-Up
Other pieces that ship on a first build
What a build costs
One-time build. $500 to $10k.
Scope drives the number. Systems, trades, and custom pieces are all listed on the pricing page.
05FAQ
Questions owners ask about this.
Can we keep our own template?
The existing proposal becomes the template, structure and language preserved.
Does it handle e-signature?
Signature and deposit collection run inside the same document flow.
Can a person edit before sending?
Drafts hold for review by default, and rules decide what sends without a check.