Use case
Proposal automation
Templates, survey conversion, hosted approval — the proposal pipeline runs itself.
The problem
Most proposals are hand-built from scratch. The blank-page tax slows close rates, and it also creates mistakes when photos, estimates, financing notes, approval terms, and invoice handoff are copied between disconnected tools. A better proposal workflow starts from reusable structure and keeps the next billing step ready.
How it works
- Step 01
Start from a template
Five seeded templates cover the most common cases.
- Step 02
Or convert a survey
Survey items become proposal line items in one click.
- Step 03
Send + auto-invoice
Approved proposal converts to invoice.
What it includes
Five seeded templates
General service / electrical / event / cleaning / delivery.
Survey conversion
Photos + quantities carry over.
Status pipeline
Draft → sent → viewed → approved → converted.
Why teams use it
- Close faster with reusable templates.
- No double entry — proposals become invoices.
- Status visibility for the whole sales team.
Modules involved
Frequently asked
Can clients approve without an account?
Yes — hosted proposal link works in any browser.
How customizable are templates?
Fully — duplicate a seeded template and edit anywhere.
Can I see who viewed a proposal?
Activity log captures every view with a timestamp.
Does the proposal carry photos?
Yes — embed survey photos directly in proposal sections.
Can two reps share template authorship?
Yes — templates are org-wide; any manager can edit.
Does the proposal connect to billing?
Yes. Approved proposal work can connect to estimates, invoices, payment tracking, and the client record so the office keeps the follow-through visible.
See it in your account
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