Proposals Feature

Professional Proposals in Minutes, Not Hours

Create branded, professional proposals with AI-assisted scope writing. Send with one click, get e-signatures online. Reusable templates mean you're not starting from scratch every time.

AI-assisted writing
E-signatures included
Branded with your logo

How Proposals Work

From scope to signature in just a few steps.

Step 1

Write Your Scope

Write your scope of work, or use AI to help you reword and refine your language. Make it professional and comprehensive.

Step 2

Add the Details

Add exclusions, assumptions, qualifications, notes, and payment terms. Use our pre-built templates or add your own.

Step 3

Send with One Click

Enter your price and send the proposal directly to your customer's email. One button — that's it.

Step 4

Get It Signed

Customers view and sign online from their email link. When they sign, your proposal auto-updates to "accepted."

Everything You Need to Create Winning Proposals

Professional proposals that make your business look established and trustworthy — without spending hours on formatting.

AI-Assisted Scope Writing

Not sure how to word something? Use our built-in AI to help rewrite sections, make your language more professional, or ensure your scope covers everything. Work alongside the AI as much or as little as you need.

Fully Branded

Your proposals display your logo, company colors, and business details in the header and footer. Customers see a professional, branded document — not a generic template.

Pre-Built Template Items

ProTrades includes common exclusions, assumptions, and qualifications ready to use. Add them with a click, then customize. You can also save your own for quick reuse.

Reusable Templates

Save any proposal as a template with all its content — scope, exclusions, assumptions, qualifications, terms. Favorite proposals are easy to find and reuse for similar jobs.

One-Click Email Delivery

Send proposals directly to your customer's email with one button. No exporting PDFs, no attaching files, no extra steps. They get a link to view and sign online.

E-Signatures Built In

Customers sign directly from the proposal link on any device. When they sign, your proposal automatically updates to "accepted" — no chasing, no scanning, no printing.

What's in a ProTrades Proposal?

Everything your customer needs to say yes — organized and professional.

Scope of Work

Detailed description of what you'll do, with AI help if needed

Exclusions

What's NOT included — protect yourself from scope creep

Assumptions

Conditions your price is based on

Qualifications

Any conditions or clarifications

Notes

Additional information for the customer

Payment Terms

When and how you expect to be paid

Your Price

Clear pricing the customer can accept

Signoff Message

Professional closing with signature line

Why Contractors Use ProTrades for Proposals

Here's what we hear from contractors who switch to ProTrades

1

Professional Look

Branded proposals with your logo and colors. Customers see a business that looks established and trustworthy — not a Word document or handwritten quote.

2

Repeatability

Templates and reusable content mean every proposal is consistent. Your exclusions and qualifications are always included — nothing gets forgotten.

3

Speed

Pre-built templates, saved content, and AI writing assistance mean proposals that used to take an hour can be done in minutes.

Frequently Asked Questions

What can I include in a ProTrades proposal?

Proposals include your scope of work, exclusions, assumptions, qualifications, notes, payment terms, your price, and a signoff message. Everything is customizable, and we provide template items for common exclusions, assumptions, and qualifications to speed up creation.

How does AI-assisted proposal writing work?

As you write your scope of work, you can use our built-in AI to help reword sections, make your language more professional, or ensure your scope is comprehensive. Work alongside the AI to build out your proposal — use as much or as little help as you need.

Can I save and reuse proposal templates?

Yes. Save any proposal as a template with all its scope, exclusions, assumptions, qualifications, and terms. When you need a similar proposal, start from your template and modify as needed. Favorite proposals are easy to find and reuse.

How do customers receive and sign proposals?

Send proposals directly to your customer's email with one click. They receive a link to view the branded proposal online and can sign it directly from their device. When they sign, your proposal automatically updates to "accepted."

Are proposals branded with my company info?

Yes. Proposals display your logo, company colors, and business details in the header and footer. Customers see a professional, branded document — not a generic template.

How long does it take to create a proposal?

With reusable templates and pre-built exclusions/assumptions/qualifications, you can create proposals in minutes. Even custom proposals are fast because the AI helps you write and refine your scope.

Contractor workspace

Ready to Send Professional Proposals?

Start your free 90-day pilot and see how easy it is to create branded proposals with AI assistance and e-signatures.

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