Platform / 04 Proposals & e-sign
Branded proposals they sign online.
Your logo, scope, price and terms go out in a click. You see when it’s opened, and the client accepts and signs from any device.
01 · Build & brand
Looks like your company. Not like a template.
Your branding, your wording and your photos on every page, with the measured site plan to show exactly what you’re bidding.
Looks like your company
Your logo, colours, wording and photos on every page.
The site, not just a number
The measured site plan, photos and a walkthrough video in the proposal.
Out in one click
The priced estimate becomes a branded proposal ready to send.
02 · The price they see
Clear prices. Add-ons they can tick.
Show the pricing table your way, group work into phases, and let the customer pick optional add-ons while the total updates live.
Prices laid out your way
Show the detail you want, grouped into phases with subtotals.
Add-ons they can tick
Optional work stays out of the total until the customer picks it.
Deposit and terms included
The deposit and payment terms update as add-ons are picked.
03 · Send & track
Sent from your inbox. Every open, on the record.
Proposals go out from your own Gmail or Outlook, in an email that sells, and you see every time the link is opened.
Sent from your inbox
Proposals go out from your own Gmail or Outlook.
Know when it’s opened
Every open, and a heads-up when it’s been forwarded.
Exactly what you sent
Customers see the version you sent, and you can turn the link off.
04 · Sign
Signed online. No DocuSign account.
E-signature is built in. Owners, managers and GCs sign from any device, and every signature matches exactly what you sent.
Signed online
E-signature is built in, so there’s no DocuSign account to pay for.
Every signer
Owners, managers and GCs sign in order or together.
Signed means won
A signature wins the job, files the signed copy and starts billing.
Plus 40+ more, built from what contractors asked for. See them on a demo.
One platform