Digital proposals and the quote-to-cash flow.
Create rich, professional proposals with a pricing calculator, formatted text and a photo and video gallery that sell the work.
Open Clients Estimates from Admin Tools.
Share a proposal as a secure web page customers can review and approve online, with the approval recorded for your records.
Each proposal has a shareable public page; it can also appear in the customer portal.
A pipeline view that moves proposals from sent to approved to invoiced, so revenue opportunities never stall.
Open Estimate Pipeline from Admin Tools.