Custom Proposal Forms
From project details to a clear proposal.
Customers complete a form with information about their needs, project, or requested services. Using your approved pricing and rules, the system can generate a proposal outlining the scope of work, estimated cost, and next steps.
What it can do
- Show a proposal immediately, email it, or route it for staff review
- Calculate estimates using your approved pricing and rules
- Flag projects requiring an inspection or additional information
Proposals may outline the requested services, scope of work, estimated cost, assumptions, and next steps. Your team can approve a proposal before it reaches the customer.
Let’s make something useful
Start with your everyday task.
Tell us what you want to simplify. We’ll review your website and software, explore a free custom demo, and agree on the details before setup.
Request your free demo [email protected]