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πŸ“„ Proposal Setup

Set up the words every proposal starts from: your option names, a personal note, what's included, what isn't, your warranty and your payment terms. Pick a type on the left. Each estimate copies its type's text, and you can still change it for that one job.

Option names

Listed best first. Most jobs show 2 to 4 options; the builder uses as many as the job needs. Tick the one you recommend.

Up to 4.

Personal note

The note at the top of the proposal, in your voice. Click a field to drop it in where your cursor is.

Included in every option

A bold lead, then a plain sentence. "Permits and inspection." then "We pull the permit and meet the inspector."

Not included unless listed

Short and specific, so nothing's a surprise later.

Found something while working

What happens if you find a problem mid-job.

Warranty

One row per thing you cover, one column per option. Say what you'll stand behind; manufacturer coverage is separate and usually needs registration.

Why it matters

Three short tiles that explain why your way of doing it is worth it.

Payment terms

Timeline

How long the work takes and how you schedule it.

Live previewSample customer, the way your text reads on a proposal.