PP·03Proposal Pro
Proposal Pro
Builds proposals and home improvement contracts from your item catalog, sends them for DocuSign signature and tracks every envelope.
Schedule a 15-minute Zoom demo · or call Kevin (714) 686-9913
PP·03 Proposal Pro. Create, send, sign, track.
The ultimate proposal and contract tool for the construction industry. Build smarter. Sign faster.
Total and draft proposals, recent clients and monthly sales, pending and draft value.Manage catalog items with codes and unit prices, and import or export them.Client & Company, Add Items, Review & Save: search the catalog and add items in a click.Add Home Improvement Format (CA Only): the required California verbiage, terms, conditions and cancellation notices.The proposal, addendum and contract with your logo and rep, ready to Send for Signature.The homeowner signs the home improvement contract in DocuSign, with co-signer and representative lines.Total sales, conversion rate, average deal, status breakdown and sales by representative.
What’s included
Close on the spot, without paper. Pick from pre-made templates, customize in seconds using AI, add the California home improvement format, and know when the customer opens and signs.
- Pre-made templates and your own item catalog
- Customize in seconds using AI
- Home improvement contract format (CA), 100% compliant with CSLB requirements
- Send with full DocuSign integration
- Envelope tracking: opened, read and signed, with a CC copy at completion
- Mobile-friendly, all digital
- Reports by sales rep and status
Try it free until the 1st.
Proposal Pro needs no training. Enroll any day, use it with your real customers, and decide before your first charge on the 1st of next month.
Pricing
Two or more users: $30 per user/month, no cap
One dedicated user: $50/month
No setup fee.
Watch Proposal Pro
Full demos. Every video for every product is in Demos & Tutorials.
Demos
See it live
A 15-minute Zoom with Kevin, on your questions and your numbers.
Book a Proposal Pro walkthrough