Description

Giving clients a quote is a crucial first step for many jobs, and getting new work into your business. But, it can be time consuming — particularly when there is back-and-forth with the client to help them understand what they are looking at, the value they will get, and what options they have.

Proposals are like next-level quotes, letting you provide an elevated quote experience, with richer formatting, imagery, and multiple choice options, to give clients more choice and control in the buying process.

Online Customer Experience

Proposals are viewed by your clients online, offering a professional and immersive experience, like a custom quote webpage you have built just for them.

Drag-n-Drop Builder

A more intuitive interface in which you drag and drop Text, Material & Gallery sections, to build the proposal the way your client will see it online.

Multiple Sections

Create as many separate Text, Materials and Gallery sections as you need to present the work you are quoting. Flexible sections also mean you can break up the proposal into different stages or areas of work, to make it easier to understand.

Photos & Files

Insert Gallery sections with Photos, Videos or File attachments to show what products look like, display samples of past work, and include brochures or additional information.

Multiple Choice

Create Material sections offering clients a choice between the items/services within, enabling you to offer a range of products, scopes or price points for the customer to choose from based on their budget and preferences.

Optional Extras

Create Material sections offering completely optional extras for the client to choose from, enabling you to offer more value.

Subtotals

Each separate Material section includes a subtotal, to help clients get a cost breakdown of the different elements to your proposal.