Sales
Flexible Proposal Builder
Author proposals from a template or a survey. Sections, items, totals, terms — all in one document.
The problem
Most proposal tools force a rigid layout. Service businesses need flexible sections, photo embeds, line-item totals, and a one-click convert-to-invoice flow.
How it works
- Step 01
Pick a template
Start from General Service, Electrical, Event, Cleaning, or Delivery.
- Step 02
Edit sections + items
Add sections, line items, totals, terms, notes. Embed photos.
- Step 03
Send + track
Email a hosted link; track viewed → approved → converted to invoice.
What's included
Five seeded templates
Industry-specific starting points so the first draft writes itself.
Section + item structure
Modular content blocks — no rigid layout.
Photo embedding
Drop survey photos into the proposal body.
Status pipeline
draft → sent → viewed → approved → converted (or rejected / expired).
Convert to estimate + invoice
One click promotes an approved proposal into the next document type.
Activity log
Every send, view, status change is recorded with timestamps.
Why teams choose this
- Close faster — templates remove the blank-page tax.
- Photos in proposals dramatically increase approval rates.
- No double entry — approved proposals become invoices directly.
- Centralized status pipeline means nothing falls through the cracks.
What it looks like
Screenshot
Template gallery
Screenshot
Proposal editor
Screenshot
Convert to invoice
Use cases
Commercial bid
Multi-section proposal with photos, pricing table, terms, and signature page.
Event quote
Single-event proposal with a la carte add-ons priced inline.
Recurring service
Monthly cleaning contract proposal with quantity-based pricing.
Works well with
Frequently asked
Can I customize templates?
Yes — duplicate a seeded template and edit it for your org.
Does the client need an account to view?
No — proposals are hosted at a tokenized link. The client opens it in any browser.
Can a proposal carry attachments?
Yes — files attach to the proposal row via the unified files table.
What happens to the proposal after invoicing?
Status flips to 'converted'. The proposal stays editable for revisions but is no longer in the active pipeline.
Can two team members edit a proposal at once?
Yes — last-write-wins on the field level. The activity log captures every change.
Is e-signature included?
Approval is captured as a click — full e-signature integration ships later.
Try Flexible Proposal Builder
Free for small teams. Activate it on your account in one click.