Included in Starter and Complete
Write your proposal once, use it on every quote
Keep ready-made proposals with your own introduction, scope of work, inclusions, exclusions, terms and closing note. Choose one when you make a quote and it is filled in for you, ready to adjust.
What you get
- Your own wording with simple formatting (headings, bold, lists) and a live preview
- Fields such as the customer, job, site and total are filled in for you
- Starter proposals for your trade, in English and Spanish, ready to edit
- Also sets the rate basis, minimum hire, validity and standard lines. Later changes never alter quotes already made
Who it is for
Sales teams and owners who send many proposals and want them consistent, professional and quick to prepare.
Plan: Included in Starter and Complete. The free 7-day trial includes it.
How it works
Three steps
- Open Proposal templates and edit a starter, or create your own
- Choose it when you make a new quote, or apply it to a draft
- Adjust anything for this customer, then send: the customer sees it in the portal and on the PDF
Questions
Good to know
Can I still change the text on a quote?
Yes. The template is copied into the quote, so every section can be edited for that customer.
Does it work in Spanish?
Yes. Keep a Spanish version of a template and customers who prefer Spanish get it automatically, with Spanish headings on the PDF.