Industries
Proposal software by industry
Purpose-built proposal workflows for teams that need polished scopes, itemized pricing, fast approvals, and e-signatures.
Tax packet
Tax engagement packet
Accounting Firms
Keep accounting documents moving without the back-and-forth.
Prepare, send, track, and sign accounting documents online with secure records and a clean client experience.
Explore workflowService scope
Facility cleaning plan
Commercial Cleaning Companies
Win more cleaning contracts with proposals that close.
Create polished commercial cleaning proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowFlooring bid
Room-by-room flooring
Flooring Companies
Win more flooring jobs with proposals that close.
Create polished flooring proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowPatient intake
Patient intake packet
Healthcare Practices
Keep patient documents moving without the back-and-forth.
Prepare, send, track, and sign patient documents online with secure records and a clean client experience.
Explore workflowRenovation plan
Renovation scope
Home Improvement
Win more jobs with proposals that close.
Win more remodeling and renovation jobs with professional proposals your clients can sign online. Built for contractors, remodelers, and home service pros.
Explore workflowOffer packet
Offer letter workflow
HR & Recruiting
Keep HR documents moving without the back-and-forth.
Prepare, send, track, and sign HR documents online with secure records and a clean client experience.
Explore workflowHVAC quote
System replacement quote
HVAC Companies
Win more HVAC jobs with proposals that close.
Create polished HVAC proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowRemodel scope
Finish allowance plan
Kitchen & Bath Remodelers
Win more remodeling projects with proposals that close.
Create polished kitchen and bath remodeling proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowOutdoor plan
Outdoor project plan
Landscaping & Outdoor Living
Win more outdoor projects with proposals that close.
Create polished landscaping proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowMatter packet
Engagement letter packet
Legal Firms
Keep engagement letters and legal documents moving without the back-and-forth.
Prepare, send, track, and sign engagement letters and legal documents online with secure records and a clean client experience.
Explore workflowCampaign scope
Campaign retainer
Marketing Agencies
Win more client engagements with proposals that close.
Create polished agency proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowPaint bid
Surface prep proposal
Painting Contractors
Win more painting jobs with proposals that close.
Create polished painting proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowPool package
Pool project package
Pool Builders & Services
Win more pool projects with proposals that close.
Create polished pool proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowDeal packet
Transaction packet
Real Estate Agents
Keep real estate documents moving without the back-and-forth.
Prepare, send, track, and sign real estate documents online with secure records and a clean client experience.
Explore workflowRoofing bid
Roof replacement bid
Roofing Contractors
Win more roofing jobs with proposals that close.
Create polished roofing proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflowSolar proposal
Solar savings proposal
Solar Installers
Win more solar projects with proposals that close.
Create polished solar installation proposals, send them fast, track engagement, and collect legally binding e-signatures online.
Explore workflow