Sales Proposal software that wins business

Close larger jobs faster with “good, better, best” options on web and mobile.


Give customers the buying experience they’re looking for

Pro using Housecall pro software

Create captivating sales experiences

Engage customers by presenting your services in a visually appealing format on any device.

Exceed sales targets and maximize revenue

Increase your close rates and boost job ticket sizes.

Increase efficiency with proposal templates

Present pre-built proposals on the job site with one click.

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Let us earn your trust

On average, Pros increase monthly revenue generated through Housecall Pro by 50% after their first year.

See plan options and feature breakdown on our pricing page.

Sales proposal FAQs

Proposal software is a simple tool that helps companies streamline their sales and marketing efforts. It automates creating, tracking, and delivering proposal documents to win and keep customers. With proposal software, your business can quickly create custom proposals based on customer needs with killer features like these:

  • Library of images and templates
  • Built-in style guides
  • Drag and drop design
  • Customizable email notifications and reminders
  • Automatic follow-ups after proposal delivery

This is a huge deal in the field service and home service industries, where you need to quickly generate customized proposals to win business or to set up service plans after completing jobs. With the help of this software, companies can easily automate proposals to save time while committing fewer labor resources.

Proposal software offers your business a variety of benefits. For starters, it streamlines operations. You can quickly create comprehensive quotes for customers. Communication with customers will improve, which obviously leads to loyalty and better reviews. Proposal software also helps you increase accuracy when it comes to pricing estimates. It gives you accurate project costs and features that will help eliminate human error. And every small business has examples of human error!

Proposal software also ensures that your proposals are consistent and professional-looking. This is due to beautiful, customizable templates designed to capture important details. This software makes it easy for customers to understand their options with detailed explanations in simple terms. No more of that technical industry jargon like your competitors use.

And here’s a shout-out to automation! Proposal software makes everything easier by automating tasks like notifying team members when bids are received or scheduling delivery times based on customer availability. It also allows multiple users within your company to access and manage shared files securely—making the sales process run more smoothly. These systems save valuable time throughout the entire process by using a single hub where key stakeholders can access data anytime.