Proposals out the same day
Scope notes, measurements, and pricing rules assemble into a branded document ready for review.
Proposal Generation for Local Service Businesses
Proposal generation is the automated assembly of a branded, priced document from scope notes, measurements, and a rate structure, delivered ready for signature. A proposal landing three days late competes against two that arrived the same afternoon, and the delay decides the job more often than the price does. Contractors selling considered purchases (roofing, remodeling, construction, pools, landscape design) sit inside that bottleneck daily.
01Outcomes
What changes in the business.
Options that raise ticket size
Good, better, best presentation with financing shows the upgrade path clearly.
Signatures without a second meeting
E-signature and deposit collection happen inside the document.
Decisions instead of silence
Unsigned proposals get follow-up with timing, incentives, and comparable work.
02Examples We Can Build
Pieces that ship in a build like this.
- 01Branded proposal templates by service line
- 02Tiered option presentation
- 03Financing integration
- 04E-signature and deposit capture
- 05Photo and portfolio insertion
- 06Terms and warranty language control
- 07Proposal open and view tracking
- 08Win rate reporting by option tier
03Related
Industries running this
- RoofingFirst on the street after a storm
- RemodelingScope written the same day
- ConstructionMore bids submitted
- Pool BuildersConsultations that book themselves
- ElectricalService calls booked while crews work
- LandscapingDenser routes, lower fuel
What a build costs
One-time build. $500 to $10k.
Scope drives the number. See the sixteen systems and the industries running them.
[ 04 / The System Underneath ]
A system that learns the operation.
Automation with no memory repeats the same mistake at scale. AA19 preserves the correction, verifies output against the standard, and keeps a record of anything executed without a person. Governance stays with the owner: spend caps, approval thresholds, and escalation rules.
05FAQ
Questions owners ask about this.
Can it match our current proposal design?
Yes. Templates follow the company's existing brand and document structure.
Does it handle financing?
Financing options and applications can be embedded with follow-up on incomplete applications.
Can we see when it gets opened?
View tracking triggers timing for the follow-up call or message.
Who approves before sending?
Approval rules are configurable, from full autonomy to a required review on anything above a dollar threshold.