Your email, your documents, your name
Customers hear from your company, not from software. Every email goes out from your own mailbox, and your documents stay in your own storage.
Email and documents in ProRate AI
Sent from your mailbox
Connect your Google Workspace, Gmail or Microsoft 365 address.
- ✓ Proposals, invoices, receipts and reminders sent as your company
- ✓ Replies come straight to you
- ✓ Editable templates for every email
Copies where you keep them
Keep a copy of every document you send.
- ✓ A hidden copy to an address you choose
- ✓ PDFs saved to Google Drive, OneDrive, or both
- ✓ Folders by year and document type, in your company's name
Branded documents
Your logo and details on every page.
- ✓ Company logo, address, phones and links on each PDF
- ✓ Your own words for documents, such as work order or invoice
- ✓ Printed or downloaded whenever you need them
More of what ProRate AI does
Proposals
Good, Better, Best options from your pricebook, accepted and signed online.
Invoicing and payments
Invoices, deposits and card or bank payments into your own Stripe or Square account.
Scheduling and dispatch
One calendar, conflict-free booking, reminders and Google or Microsoft calendar sync.
Field technicians
The visit step by step on any phone, from contacting the customer to the invoice.
Try email and documents with your own business
Set up your company, your pricebook and your team in an afternoon.