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Proposals & Estimates

Professional proposals your clients can sign — built, sent, and tracked from one screen.

All Plans

Create professional, itemized proposals for any job — from a small service call to a multi-phase commercial build. Define your scope of work, apply line-item pricing and markup, attach qualification templates, and generate a client-ready PDF, all from a single screen. Each proposal automatically becomes the foundation of a job record, linking to change orders, financials, and client communications as the project evolves.

Read the full guide in Help Center →
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