Estimates & Contracts
From scope
to signature
in under an hour.
AI drafts the line items, you adjust them, and the client signs in their portal — spouse and co-owner included. Change orders get signed like the contracts they are, and each state's required language is already in the document. No DocuSign, no PandaDoc, no per-proposal fee.
What's Inside
Built by people who've sent 10,000 proposals
Every detail — persistence, multi-signer, expiration math, sub-line categories — exists because it broke in someone else's tool first.
AI drafts the scope
Describe the job the way you'd say it out loud. AI turns it into priced line items with real descriptions, sorted into categories — reading the plans, planning the estimate, grouping the work, then assembling it. You watch each step happen and take it from there.
Portal e-signing with multi-signer
Send the proposal as a single link. Clients review the scope, payment schedule, and terms, then sign electronically — and a spouse or co-owner signs the same agreement without a workaround. The last signature marks the lead Won and sets up the contract and its payment schedule in one go.
Change orders are real contracts
A change order extends the original contract, gets signed on its own, and carries its own document checklist — it is never a note in somebody's email. Upload one you already have or build it in the same estimate builder. Always documented, always signed, always tied back to the contract it changes.
Agreement categories with checklists
Contract, change order, rescission notice, addendum, notice to proceed — each kind of document carries its own checklist. Anything still missing is flagged on the deal in your pipeline, so you find out before the client does.
Compliance + per-state rescission
Each state's required language and signing fields — initials, date, signature, typed full name — are set up per state, and you choose which are required. The state's right-to-cancel window is tracked for you, with the days remaining shown on the contract.
Your cost categories stay put
Every line and sub-line keeps the category you filed it under, for the life of the contract. So your totals by category, by phase, and by project still add up months later — after the edits, after the change orders.
Expiration dates that behave
Move the estimate date and the expiration date moves with it. A proposal is still signable through the whole of its last day — so a client who calls on the deadline can still say yes.
Branded proposal PDF + email
One-click portal link, signing reminders, automatic expiration management, company branding and logo baked in. Legal-compliance copy included per state. Clean, professional, no third-party doc tools required.
Good, better, best — in one document
Offer three whole-job options side by side, each with its own scope, image and price, in the same document the customer signs. They pick one, tick the extras they want, and the total moves as they do it. The option they chose becomes the contract, with nothing re-typed.
A price book that holds the line
Your flat-rate prices, used by every rep. Quote the same item at a different price for retail, builder or trade customers by tagging the customer once — no rep doing mental arithmetic on a driveway.
Measure off the plans — paid add-on
As a paid add-on, calibrate a plan sheet against one known dimension, then measure lengths, areas and counts straight off the drawing — or hand over a roof measurement report and have the numbers read for you.
What's included, and what isn't
Exclusions, spec sheets and customer selections and allowances ride on the proposal — so the conversation about what wasn't in the price happens before the work, not after.
From Scope to Signed
Four steps. One system.
Scope in plain English
Type or paste the customer's scope. AI produces structured line items with descriptions, groups, and pricing.
Review + adjust
Work through the builder tab by tab — adjust line items, add photos, attach files, set payment phases, edit the terms.
Send to portal
One-click portal link. Customer reviews, comments, signs (multi-signer if needed) — all inside their portal.
Auto-convert to contract
The last signature marks the lead Won and sets up the contract with its payment schedule. Ready for production.
Send your first AI-drafted proposal in a demo
Book a 30-minute demo. We'll walk the estimate builder, the AI scope pipeline, and sign a test proposal live in the portal.
Book a Demo