Proposal Center for contractors

Make every quote visual, clear and ready to approve.

Build itemized proposals using the same cameras, switches, access-control, AV, fire and networking icons found in Plan Studio. Attach finished plans, present payment milestones and direct accepted work to your hosted checkout.

Open Proposal Center Demo ↗See Memberships ↓

✓Reusable scopes and price templates

✓Product and service icons on every quote

✓Plans attached to the customer proposal

✓Deposit, progress and final milestones

✓Digital customer acceptance

✓Hosted PayPal, Square or Stripe handoff

✓Staff permissions and assigned leads

✓Follow-up actions and prepared emails

Proposal Center memberships

Start with the sales workflow you need.

All plans create professional customer proposals. Team size, shared workflow and multi-brand controls determine the tier.

Proposal Solo

$59/ month

1 user

Visual proposals, signatures, hosted payment handoff and customer follow-up.

Choose Proposal Solo →

Proposal Team

$129/ month

Up to 5 users

Shared sales workflow, lead assignment, permissions and reusable communications.

Choose Proposal Team →

Proposal Agency

$269/ month

Up to 15 users

Multiple brands, advanced staff controls and priority onboarding.

Choose Proposal Agency →

Recommended upgrades

Connect the work before and after the quote.

Add Plan Studio to carry equipment into the proposal. Add Sales CRM to capture leads, assign follow-up, manage customer actions and schedule the approved installation. Complete memberships cost less than purchasing equivalent modules separately.

See the Complete Platform →Explore Sales CRM →