What's included in the advanced proposal builder

The advanced proposal builder gives you more control over the structure, design, and content of your proposals. Instead of using a fixed proposal structure, you can build proposals from individual sections, customize their appearance, save reusable layouts, and offer clients multiple estimate options.

The advanced proposal builder is available on the Scale plan.

The standard proposal builder turns your estimate into a client-ready document with a fixed structure. You can edit the wording and add optional content, including:

The advanced proposal builder lets you control how the proposal is structured. You can add, arrange, duplicate, remove, and customize individual sections.

The advanced proposal builder includes the following section types:

You can insert sections as needed and drag them into any order. Sections can also be duplicated, removed, and individually themed.

Use Edit colors and fonts to apply your company's branding across the proposal.

This lets you create a consistent visual style throughout the document without customizing each section separately.

Layouts let you save a reusable proposal structure for your organization.

A layout can include your preferred sections, section order, and standard content, allowing you to apply the same structure to future proposals without rebuilding it for each job.

A single proposal can include up to five priced estimate options.

You can use options to present different approaches, such as good, better, and best packages or alternative scopes of work. Your client can compare the options within the same proposal and select one when they approve.

You can address a proposal to multiple people. Each recipient receives their own tracked link, allowing you to see who has opened the proposal.