Proposals & PDFs

A customer-ready proposal, straight from the estimate.

Branded with your logo and colors. Room-by-room descriptions. Photos from the walkthrough. The kind of document that wins jobs over a competitor's verbal quote.

Free trial for owners & operators. No credit card required.
How it works
1

Estimate the job

The AI builds the itemized, priced estimate.

2

Generate the PDF

One tap turns it into a branded, photo-backed proposal.

3

Send on the spot

Email it from the app before you leave the property.

What it does

More than a price — a professional case for hiring you.

🎨

Branded output — your logo, your colors

Every PDF looks like it came from your company, not a generic app.

Professional appearance builds trust; trust wins jobs.
📸

Photos embedded in the proposal

The customer sees the same rooms the estimator walked through.

Reduces disputes, sets expectations, demonstrates thoroughness.
📋

Room-by-room itemization

Customers see exactly what's included and where.

No ambiguity about scope; fewer "but I thought you were taking…" calls.

Generated from the estimate instantly — no rekeying

One tap produces the PDF from the estimate data.

Send while you're still on site; no office step required.
📧

Send via email from the app

The customer gets a PDF in their inbox immediately.

Speed of response is a competitive advantage.
📝

Includes Terms & Conditions

Legal coverage baked into every customer document.

Protects the business without a separate signature step.
The document customers see

Small company culture. Big company capabilities.

The proposal includes your logo, the job address, a room-by-room breakdown with photos, line-item pricing, the total, and your terms. It looks like something a bigger outfit would send — because that's the point.

Sample proposal PDF render
[ Screenshot: Sample proposal PDF ]
While you're still there

Send before you back out of the driveway.

The proposal generates from your estimate in one tap. Email it to the customer from the app. They have a document in their hands while you're still in their neighborhood — and your competitor is still writing numbers on a clipboard.

Proposal summary with volume breakdown and totalProposal itemization — room-by-room with volumes
[ Screenshot: Proposal summary + detail ]
📄

Proposal in one tap

Generated from the estimate. No rekeying, no delays.

🏆

Win on professionalism

A branded PDF beats a verbal quote every time.

📸

Photos in the proposal

The customer sees exactly what you walked through.

Explore more

Works with the rest of the platform.

Send a proposal that wins the job.

Start a free trial and generate one straight from your next estimate.

Free trial for owners & operators. No credit card required.
← Back to all features