Guide

How to create a winning service proposal

Templates, photos, line-item structure, and tracking — the pieces that move a proposal from sent to signed.

Step-by-step

Step 01
Start from a template
Five seeded templates cover the most common service categories.
Step 02
Convert from a survey
Survey items carry quantities + photos into the proposal.
Step 03
Add sections + items
Modular sections — pricing tables, scope, terms, signature.
Step 04
Send via hosted link
Client opens in any browser; no account required.
Step 05
Track + convert
Status pipeline shows viewed → approved → invoiced.

What makes a proposal close?

Photos, clear line items, hosted approval, and follow-up automation. Templates remove the blank-page tax.

How long should a proposal be?

Long enough to communicate scope, short enough to read on a phone. Hosted links default to a mobile-friendly layout.

Should I include photos?

Almost always — proposals with photos close noticeably more often.

How do I follow up?

Hosted view tracks opens. Manual + auto follow-up reminders ship with the email integration.

What about pricing transparency?

Line-item pricing builds trust. Hidden totals erode it.

Can I A/B test templates?

Not natively yet. Duplicate a template, edit it, and watch the close rate.