Standalone · Proposal & Quote Automation

Send Better Proposals Faster and Follow Up Automatically

Turn discovery notes and a few job-site photos into a polished, branded proposal in minutes — complete with AI-generated visuals of the finished work, e-sign, and automated follow-up until the deal closes.

AI-draftedVisualized end-resultAuto follow-upCRM-synced
Proposals · Live
Workflow
18 open · 6 signed today
AI Repair Preview Generated
Decrepit roof with missing shingles, moss, and sagging ridge
Before
Same home with a brand new architectural shingle roof installed
After
Discovery Notes
Voice memo + photos
1
AI Visualization
Repaired-state render
2
AI Proposal
Drafted in 60 seconds
3
Client Review
Opens · views · scrolls
4
Smart Follow-Up
Cadence until decision
5
Closed Deal
E-signed + CRM-synced
6
Synced to CRM at every stage
What it does

From discovery to signature, fully automated

AI-Assisted Proposal Generation

Drafts a complete, on-brand proposal from your discovery notes in under a minute.

Quote Templates

Reusable templates with line items, bundles, and pricing rules that stay consistent across reps.

AI Visualization of Finished Work

Upload a photo of the damage and the system generates a render of the completed repair — built into the proposal.

Estimate Follow-Up

Automated SMS and email cadence keeps every open estimate moving toward a yes.

Smart Reminders

Nudges at the right moment when a client opens, scrolls, or stalls on the proposal.

CRM Syncing

Every send, view, and signature flows into your CRM with full activity history.

Approval Tracking

See exactly where every proposal is — viewed, pending, signed, or won.

How it works

The workflow, end to end

Proposal Automation Flow
From site visit to signed proposal — same day
Automated
Scope Captured
01
Photos + notes
AI Draft
02
Pricing + scope copy
Before / After
03
AI-generated render
Branded PDF
04
Sent for e-sign
Signed
05
Synced to CRM
Time to send
< 1 hr
Close rate
+22%
Templates
Per service
Errors
Eliminated

Outcomes you can expect

  • Proposals out in minutes, not days
  • Higher close rate with visualized end-result
  • Zero open quotes falling through the cracks
  • Cleaner pipeline and revenue forecasting
Typical go-live in 1–2 weeks