Estimates & Proposals
Building proposals
Create rich, professional proposals with a pricing calculator, formatted text and a photo and video gallery that sell the work.
Where to access
Open Clients Estimates from Admin Tools.
Related
How it works
- Start a proposal for a customer and describe the scope and findings.
- Use the pricing calculator and presets to build the numbers.
- Add formatted text, photos and videos that make the case.
- Save and publish the proposal as a polished page.
Tips
- Visual, well-structured proposals close at higher rates and higher prices than a plain quote.
- Reusable problem and text libraries make proposals fast to assemble.