Platform · Leads · Proposing
Custom proposal builder.
Built to look like you.
Create proposals your way, with detailed scope, pricing and a presentation that reflects your company. Every proposal is sent through a magic link. Your customer opens it like a website — not just a static document — and can click products to see what they look like.
Ellis · New swimming pool
Fictional proposal · Draft · Gulfside Pool & Landscape
- Client price
- $32,948.00
- Builder cost
- $24,060.00
- Contingency
- $1,640.00
- Markup
- $7,248.00
4 line items · Grouped scope with phases, quantities and pricing
| Item | Phase | Qty | Unit | Cost | Contingency | Markup | Total |
|---|---|---|---|---|---|---|---|
| Residential pool engineering | Engineering | EA | $650.00 | $50.00 | $210.00 | $910.00 | |
| Pool permit allowance | Permitting | EA | $450.00 | $50.00 | $150.00 | $650.00 |
| Item | Phase | Qty | Unit | Cost | Contingency | Markup | Total |
|---|---|---|---|---|---|---|---|
| Gunite pool structure | Shell | EA | $22,000.00 | $1,500.00 | $6,600.00 | $30,100.00 | |
| LED water feature light | Equipment | EA | $480.00 | $20.00 | $144.00 | $1,288.00 |
Fictional proposal and prices. Edits stay in this browser preview; no proposal is sent. Project image is an illustrative generated example.
Custom, down to the detail.
Build the numbers and the story together. Structure complex projects clearly, then choose how those details appear to your customer.
Detailed scope and pricing
Organize line items into groups and subgroups. Detail phases, quantities, units, costs, contingency, markup, discounts and optional add-ons.
A flexible template editor
Customize proposal sections, layouts and branding. Add text, photos, videos, embedded content, link cards, dividers and spacing, alongside investment, selections and terms.
Products customers can explore
Make product names interactive. Customers click to preview product images and information, helping them understand the items included in their proposal.
One magic link.
A whole proposal experience.
All your proposals are sent with a magic link. Customers open a website-style proposal, browse your sections and explore the products at their own pace. Your custom design, project details, payment terms and product selections stay together in one presentation.
Start with the conversation.
Capture the details your customer cares about, then bring the scope, product choices and pricing together in a proposal that feels personal.
