
Proposal Builder
Scope narratives, line items, schedules, and branded PDFs — everything stays in sync and saved to your account.
- Rich pages — Edit with headings, images, and structured sections.
- Financials — Tie line items to totals and export with your branding.
- PDF export — Client-ready documents from the preview tab or File menu.
Company branding
Your logo and contact block are set when you create a proposal — so every PDF matches your firm.
Reuse & duplicate
Copy an existing proposal as a template for the next job — faster than starting blank.