Slow estimates
Your team spends too much time assembling every proposal from scratch.
Managed proposal system
Turn estimates into signed projects.
QuoteFlow AI helps pool builders and luxury outdoor-living contractors create polished proposals, present larger project paths, and follow up until there is a decision.
Built around your contractor-approved data.
QUOTEFLOW AI / PROPOSAL
Prepared for
The Morales Residence
Backyard pool & outdoor living transformation
Project window
Spring — Summer
Status
Viewed today
Scope & materials
Custom pool & waterline tile
Outdoor kitchen and covered lounge
Landscape lighting allowance
Luxury
SelectedExpanded entertaining zones and tailored finish options.
Approved pricing
Optional upgrades
Fire feature · Automation · Cabana
Deposit & financing
Branded customer proposalApproval & deposit ready
The proposal gap
A good project can lose momentum before the customer sees its value.
Inconsistent presentation
Different salespeople, different formats, and too much room for a premium project to feel ordinary.
Missed follow-up
A sent proposal does not always create a next step — and open opportunities quietly go cold.
Margin-eroding quotes
When every option is buried in a line-item quote, customers default to the smallest decision.
Built for the sales conversation
More than a quote. A system to sell the project you want to build.
Create proposals with a premium point of view.
Start from reusable project templates and contractor-approved content to turn gathered details into a clear customer-facing proposal faster.
Sell the larger project.
Present Essential, Premium, and Luxury options with approved upgrades — so the customer can see the value of moving up.
Follow up until there is a decision.
Configured follow-up keeps sent and viewed proposals visible, while your team sees exactly what needs attention in one operating view.
How it works
A reliable path from opportunity to next step.
01
Capture the opportunity
Start with the site, homeowner, project priorities, and the details your estimator has already gathered.
02
Use only approved content
QuoteFlow assembles your approved scopes, options, material libraries, pricing, terms, and warranty language.
03
Send a branded decision tool
Customers receive a clear, polished proposal with package choices, optional upgrades, financing, approval, and deposit steps.
04
Keep the deal moving
Automated follow-up and a live operating view show what was sent, viewed, accepted, lost, and still needs attention.
The customer experience
Every detail has a place. Every decision has a next step.
QuoteFlow turns contractor-approved inputs into a proposal customers can understand, review, and act on — without opening another spreadsheet.
Walk through a sampleLuxury outdoor living proposal
A proposal designed to move.
Proposal status
Ready for review
Customer & project
Customer information, project overview, scope of work, timeline, materials, and included services — clearly organized.
Recommended additions
Optional upgrades are drawn from the options your team has configured for this project type.
Confidence builders
Approved warranty information, FAQs, deposit requirements, and financing information appear in context.
Essential
Clear core scope
Approved pricing shown here
Premium
Expanded finish & experience
Approved pricing shown here
Luxury
RecommendedComplete outdoor destination
Approved pricing shown here
Electronic approval and your approved payment or deposit action are available at the decision point.
Approve proposalContractor control, built in
The proposal should be persuasive — never made up.
QuoteFlow never invents pricing, technical specifications, warranty terms, or contractual promises.
Your business controls the approved content. QuoteFlow helps turn that approved data into a structured, on-brand sales experience — with clear internal guardrails around what the system may present.
Sales visibility
Know what your proposal process is doing.
QuoteFlow gives your team a focused operating view of proposal activity and commercial outcomes — so reporting supports the next sales conversation.
Proposal performance
A clear view of activity, pipeline, and outcomes
Created
Sent
Viewed
Pending
Accepted
Lost
Total proposal value
Closed revenue
Average project value
Conversion rate
Dashboard fields are configured to help your team see proposals created, sent, viewed, pending, accepted, lost, total proposal value, closed revenue, average project value, and conversion rate.
Managed, not self-serve
A proposal system your team does not have to build alone.
QuoteFlow is a high-touch managed proposal system for high-ticket contractors. We help shape the system around the way you sell, then continue refining it with your team.
Included in the managed system
- Implementation and proposal-system setup
- Branded proposal templates for your project types
- Approved content, package, and upgrade configuration
- Automated follow-up workflow configuration
- Dashboard and reporting setup
- Ongoing optimization with your sales process
FAQ
Clear before the first call.
A few of the questions contractors ask before we review their current proposal process.
See the system in context
Ready to make the proposal your strongest sales asset?
Tell us a little about your business. We will use the conversation to understand your sales process and show you how a managed QuoteFlow system could be structured around it.
A focused walkthrough for your team