Quoting software for small business contractors and trades
Contractors win jobs by quoting fast and clearly. ProposalCreation turns your site visit notes into a professional quote or job proposal with scope, materials and labor, optional upgrades, schedule, payment terms and a signature line. Send it from the office or the truck, see when the homeowner or property manager opens it, and get it signed online.
Why quoting takes contractors so long
Construction, HVAC, roofing, landscaping and other trade businesses quote in the evening, after the work day. The quote decides the job, yet it is often a rushed spreadsheet or a handwritten form.
- Site visit notes sit in a phone or a notebook and get typed up days later.
- Every quote is built from an old one, and outdated material prices slip through.
- Customers want options, such as standard or premium materials, and each option means another document.
- Scope, exclusions and change order terms are vague, which leads to disputes on the job.
- A PDF sent by email gives no sign of whether the customer opened it or compared it with other bids.
What the AI writes in a contractor quote
Enter the job, the customer and the price, or paste your site visit notes. The AI writes a clear job proposal in plain language that homeowners and property managers understand, in your business style.
- Cover page and short summary of the job and what the customer gets.
- Scope of work: tasks, areas, materials and the finish level you specified.
- Exclusions and assumptions: permits, site access, hidden conditions, disposal.
- Schedule: start date window, duration, inspections and completion.
- Pricing table with materials, labor, optional upgrades, taxes and deposit.
- Warranty wording you provide, payment terms, change order process and a signature block.
Start from the construction proposal template or the bid proposal template.
Contractor pricing tables with options
The pricing table handles line items, quantities, units, optional add-ons the customer can tick, discounts, taxes and currency. Keep your standard items in the content library so each quote starts from current prices. More details on our AI quoting software page.
| Line item | How contractors usually price it | Customer can tick it |
|---|---|---|
| Materials | Per unit or per square foot | No, core scope |
| Labor | Fixed price or hourly estimate | No, core scope |
| Premium material upgrade | Price difference per unit | Optional |
| Demolition and disposal | Fixed fee | Optional or included |
| Permits and inspections | At cost or fixed fee | No, as agreed |
| Extended maintenance plan | Annual fee | Optional |
Options inside one quote replace three separate documents: the customer ticks the upgrades they want and signs the final total.
Send the quote and get it signed on site or online
Share a tracked link with the customer, or export a PDF to print. Customers sign on a phone, tablet or computer with legally binding electronic signatures under the U.S. ESIGN Act and UETA, with an audit trail certificate. Learn more about e-signature for proposals.
- Open notifications on every plan, so you call while the customer is still deciding.
- Time per section on Growth, to see whether they studied the options.
- Reminders for unopened quotes on Business.
Which plan fits a small contracting business
An owner who writes every quote personally runs well on Starter: 1 seat, 20 AI drafts and 100 AI rewrites per month, industry templates and e-signature, at $24 per month billed annually. Businesses with estimators or an office manager choose Growth: 5 seats, 70 drafts, 300 rewrites, a shared content library and HubSpot or Pipedrive. Contractors who respond to formal bids from public bodies or general contractors move to Business for RFP import up to 60 pages per RFP and approval rules for discounts.
| Plan | Annual billing | Monthly billing | Seats | AI drafts per month |
|---|---|---|---|---|
| Starter | $24 / mo | $49 / mo | 1 | 20 |
| Growth | $74 / mo | $149 / mo | 5 | 70 |
| Business | $149 / mo | $299 / mo | 15 | 150 |
| Enterprise | $399 / mo | $799 / mo | 50 | 400 |
Sending created quotes has no limit. See ProposalCreation pricing.
Create a contractor quote now
Describe the job and the customer. You see the cover page and job summary written for that customer in about a minute. One free proposal preview, no card needed.
Quoting software for small business questions
Can I create a quote from my phone?
Yes. ProposalCreation works in the browser on a phone or tablet. Enter the job notes on site, review the draft and send the link before you leave.
Can the customer choose between options?
Yes. Add upgrades as optional items. The customer ticks what they want, the total updates and they sign the final version.
Can I include a deposit and payment schedule?
Yes. The AI writes payment terms from your settings, and the pricing table shows the deposit and the remaining payments.
Is an electronic signature valid for a job contract?
ProposalCreation provides legally binding electronic signatures under the U.S. ESIGN Act and UETA, with an audit trail certificate. Some documents may have specific state rules, so check with your legal advisor when in doubt.
Do I need a long contract?
No. Plans are billed monthly or annually, and you can cancel anytime and export everything. Payments already made are final.