ProposalPro

by Constructive Designs Inc.

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ProposalPro

How to Use ProposalPro

ProposalPro helps you create, send, and track professional business proposals from start to finish.

Your command center.

1

View total proposals, accepted count, pending responses, and total value.

2

Check the Win Rate donut chart.

3

Browse Recent Proposals.

4

Click any proposal to view its full detail.

Create, edit, send, and manage all your proposals.

1

Click New Proposal to open the builder.

2

Add line items with service names, quantities, and unit prices.

3

Use the live preview panel.

4

Save as Draft or Mark as Sent.

5

Use the filter bar and search.

Jumpstart new proposals with pre-built structures.

1

Browse the template gallery.

2

Click Use Template to pre-fill the builder.

3

Customize the pre-filled content.

4

Duplicate templates with the copy icon.

Manage your client directory.

1

Click Add Client to create a new client.

2

The client table shows proposal count and total value.

3

Click the edit icon to update a client.

4

Clients appear in the proposal builder dropdown.

Tips & Tricks

Duplicate to iterate

Use the duplicate button on any proposal.

Watch the expiry countdown

Sent and Viewed proposals show a live countdown.

E-signature ready

Use the built-in signature pad.

Mark this proposal as Accepted?

Proposal Accepted!

Creating your invoice in InvoiceReady...

Creating client record...
Building invoice from proposal...
Invoice is ready!

AI Proposal Generator

Describe your project, upload photos, or use your camera — AI builds the proposal for you

$
to
$

Welcome back, Heather

Here's how your proposals are performing

4

Total Proposals

1

Accepted

2

Pending Response

$0

Total Value Sent

Win Rate

0% Win Rate
Accepted
Pending
Declined

Recent Proposals