Use case
Proposal automation
Templates, survey conversion, hosted approval — the proposal pipeline runs itself.
The problem
Most proposals are hand-built from scratch. The blank-page tax slows close rates.
How it works
- Step 01
Start from a template
Five seeded templates cover the most common cases.
- Step 02
Or convert a survey
Survey items become proposal line items in one click.
- Step 03
Send + auto-invoice
Approved proposal converts to invoice.
What it includes
Five seeded templates
General service / electrical / event / cleaning / delivery.
Survey conversion
Photos + quantities carry over.
Status pipeline
draft → sent → viewed → approved → converted.
Why teams use it
- Close faster with reusable templates.
- No double entry — proposals become invoices.
- Status visibility for the whole sales team.
Modules involved
Frequently asked
Can clients approve without an account?
Yes — hosted proposal link works in any browser.
How customizable are templates?
Fully — duplicate a seeded template and edit anywhere.
Can I see who viewed a proposal?
Activity log captures every view with a timestamp.
Does the proposal carry photos?
Yes — embed survey photos directly in proposal sections.
Can two reps share template authorship?
Yes — templates are org-wide; any manager can edit.
Does the proposal auto-renew?
Recurring contracts ship as a follow-up; today, duplicate the proposal.
See it in your account
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