Sales Estimates, Proposals & eSignatures
Turn Leads into New Projects
Streamline Estimates & Proposals
Get e-Signatures and Start Projects
In today’s fast-paced world, potential clients expect a fast turnaround for estimates and proposals. Streamline the process with our Estimates and Proposal tools.
Break down costs, demonstrate your skills and experience, track versions, and get e-signatures to accelerate the sales process and start new projects quickly.
The process is tracked to reduce disputes and build your credibility too.
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AI for Estimates, Proposals & More
AI-enhanced documents streamline processes, save time, build your brand, and accelerate the sales process.
Here's How:
Estimates Tool
Save time by using our Estimates tool for quickly creating and emailing an estimate to potential clients. Here's how it works:
- Professional, branded quotes -instantly elevate trust vs. a PDF or handwritten estimate.
- Line-item project breakdowns -Clearly show labor, materials, phases — reducing scope disputes.
- Fast turnaround -Win jobs before competitors even get their numbers together.
- Revision tracking - Update and resend estimates without confusion about versions.
- Convert to Invoice - One click turns an approved estimate into a billable invoice — no re-entry .
Proposals
Create and track proposals so they don't slip through the cracks.
- Tell the full story - Include project timelines, process overviews, portfolio images, and testimonials — all in one document.
- Sell the value, not just the price - Differentiate from low-bid competitors by showcasing quality and process.
- Templates for repeatable projects - Kitchen remodel, master bath, ADU, new build — build once, reuse forever.
- Embedded media - Add before/after photos, 3D renderings, or video walk-throughs directly in the doc.
- Trackable views - Know when a prospect opened your proposal and follow up at the perfect moment.
E-Signatures
Work more efficiently, save time and money with e-signatures.
- Eliminate contract delays - No more waiting for in-person signings or printed paperwork — clients sign on any device.
- Legally binding - Full audit trail with timestamps, IP logging, and signature certificates.
- Faster project starts - Signed contracts mean deposits can be collected sooner, getting jobs on the calendar quicker.
- Remote client capability - Serve clients who are relocating or managing renovations from out of state.
- Automated reminders - The system nudges prospects who haven't signed yet — without the awkward follow-up call.
The End-to-End Flow Advantage
Lead Comes In
↓
Send Branded Proposal (with portfolio + process)
↓
Client Views & Approves → Estimate Sent
↓
E-Signature Collected → Contract Executed
↓
Invoice Generated Automatically
↓
Project Starts
This entire flow lives inside the CRM — meaning no jumping between software, no lost paperwork, and every interaction is tracked against the contact record.
Key Wins for Homebuilders and Remodelers
- Shorter sales cycles — high-ticket home projects ($50K–$500K+) need trust-building tools; a polished proposal builds that instantly.
- Fewer disputes — clear, signed scope documents protect builders legally.
- Higher close rates — proposal tracking lets clients follow up with warm leads at the right moment.
- Brand credibility — looks as professional as any national builder.
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