Define the scope
Add line items, quantities and pricing, then review taxes and totals before sharing an estimate.
Estimates & Proposals
Turn a clear scope of work into a proposal your customer can review.
Build estimates around the actual work, with itemized pricing and customer details. Keep the commercial conversation connected to the lead, client and job.
Book a demo
What your team can do
Present a clear proposal
Preview the customer-facing document and include the information needed to understand the work and make a decision.
Follow the decision
Track estimate status and approvals so the team knows which work is ready for scheduling and invoicing.
A connected workflow
- Choose the client and relevant job
- Add the scope and itemized prices
- Preview and share the proposal
- Follow up and record the outcome
Before you get started
Can we review a proposal before sending it?
Yes. The estimate workflow includes a preview so you can check the customer details, scope and totals before sharing. Ask for a walkthrough using a typical job from your business.
