Proposals customers can say yes to
Give every customer clear choices. Build up to three named options from your own pricebook, send them from your own email, and let the customer accept and sign online.
Proposals in ProRate AI
Options that sell
Offer Good, Better, Best, or name the options your way.
- ✓ Up to three options per proposal, one marked as recommended
- ✓ Equipment, labor and materials from your pricebook
- ✓ Option prices calculated from your margins, or set by hand
- ✓ Financing and card-fee wording shown with each option
Faster with presets
Save the systems you install most and build a proposal with a few clicks.
- ✓ Save any option set as a reusable preset
- ✓ Starter presets matched to the systems you sell
- ✓ A materials-to-order list for each option, as a CSV
Accepted online
Customers open a private link, compare the options and accept one.
- ✓ Customer signature captured with the acceptance
- ✓ A signed PDF copy sent to the customer automatically
- ✓ Revise an issued proposal; issuing the revision withdraws the original
From yes to invoice
Turn the accepted option into an invoice and book the job.
- ✓ Convert the chosen option into an invoice
- ✓ Book the install from the accepted proposal
- ✓ Print or download one proposal, or several at once as one PDF
More of what ProRate AI does
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.
Customers
Addresses, notes, equipment and history in one place, synced with Google or Microsoft.
Try proposals with your own business
Set up your company, your pricebook and your team in an afternoon.