Restoration Proposal Software

Restoration Proposal Software That Doesn’t Lock You Into a Rigid Template

Build the proposal the job actually needs — add, duplicate, reorder, and edit line items, scope, notes, terms, quantities, and pricing — then send it for secure customer signature.

Build it your way

A proposal builder that bends to the job, not the other way around

Every line item, description, quantity, and price is editable — before and after you build the first draft.

  • Start a custom proposal from the job record
  • Add line items with editable descriptions
  • Edit quantities and pricing on any line item
  • Add bullet-level detail under a line item
  • Duplicate a line item instead of retyping it
  • Reorder and move line items up or down
  • Delete line items you don't need
  • Edit the scope of work in plain language
  • Edit notes and terms before sending
  • Send the proposal for secure customer signature
  • Preserve the signed version once it's completed
  • Start a new version without altering the signed copy
Restoration proposal builder — line items, quantities, and pricing edited live before sending for signature

Signing

Send it for signature. Keep the signed copy locked.

Once a customer signs, that version is preserved. Need to change the deal? Start a new version — the signed copy stays untouched.

  • Send the proposal for secure customer signature
  • Signed versions are preserved and locked
  • Start a new version without altering the signed copy
Coming Soon

Upload your own proposal PDF

A planned upload-and-sign workflow will let you bring an existing proposal PDF, visually place signature, date, name, and initial fields anywhere on the document, and send it for signature — without rebuilding it as a template first. This is not yet available.

Keep exploring

See the rest of the proposal workflow

Stop running jobs on spreadsheets.

A one-month business pilot is available after company onboarding.