Proposal Builder

Build reusable client-ready proposals from your estimate.

Choose a project, define the layout, decide which sort types and columns matter, and save custom proposal formats for future bids.

Active Project - No client set

Current Layout Executive Proposal Built-in preset

Builder

Switch projects, pick a layout, and shape the proposal output.

Project Saved Layout

Layout Name

Customize the narrative and the sections included in the proposal.

Proposal Title Subtitle Intro Closing Notes

Cover summary Key metrics Cost breakdown Grouped summary Detailed pricing table Closing notes

Decide how the proposal should be organized.

Group By Row Sort

Search Bid Items Phases

Pick the columns you want to include in the detailed proposal table.

Loading proposal data...

Preset Printable