QuoteIQ

Proposals · Updated

Contractor Proposal Software. Show Your Value.

QuoteIQ contractor proposal software brings your estimate, company story, photos, reviews, and documents into one branded proposal customers can sign online. QuoteIQ plans start at $29.99/month.

The proposal your customer receives · QuoteIQ demo

The proposal your customer receives
Branded proposalsReusable templatesOnline signaturesBuilt into your estimates

How to create a contractor proposal.

Build the estimate in QuoteIQ with the customer, services, scope, and price for this job.

Use the proposal builder to add your introduction, services, project photos, genuine customer reviews, and supporting documents.

Save the completed proposal as a reusable template; select a default when you want to start future estimates from it.

Choose the visible proposal sections, preview the customer-facing document, and send the estimate for review and online signing.

Open the estimate’s activity log to check sends, customer views, modification requests, and acceptance before following up.

01 / build

Build proposals that show your value.

Show the customer why your business is the right fit.

TL;DR: QuoteIQ turns your estimate into a branded contractor proposal with your company story, services, project photos, genuine reviews, and documents in the same customer-facing presentation. Choose the sections each customer sees, reuse templates for repeat services, preview before sending, and let customers review the price and sign online from their phone. The activity log shows sends, views, modification requests, and acceptance; proposals are available on all five paid QuoteIQ subscription plans, with unlimited proposals on Elite and Max, so check current plan terms before choosing a subscription. Use IRS guidance for supporting records and read the E-SIGN Act for the federal electronic-signature framework.

Your company story

Introduce your business and explain the approach customers can expect. A flooring proposal can describe surface preparation and occupied-room access; an excavation proposal can explain site access, spoil removal, and exclusions.

Services and scope

Give customers context for the services and prices in the estimate. State what is included, what is excluded, and what site conditions could require a revised scope before work begins.

Photos and documents

Include relevant project images and supporting documents. Use QuoteIQ Cam for job photography, then select the material that explains this proposal; follow IRS recordkeeping guidance when organizing business invoices and receipts.

Customer reviews

Add genuine testimonials that help customers understand the experience you deliver. Keep each customer’s wording and attribution accurate, and choose reviews relevant to the service being proposed.

Built into the estimate workflow. No separate proposal-writing tool required.

Build your company introduction · QuoteIQ demo

Build your company introduction
02 / sections

What goes in your proposal?

A proposal should fit the job you are quoting.

Choose the company story, services, photos, documents, and reviews your customer sees. Keep the presentation relevant to this project, with the estimate and pricing always included.

Show what matters

Turn proposal sections on or off to suit the customer and the scope. A mowing renewal may need a short service description; a landscaping installation may need project photos and a more detailed explanation of materials.

Catch empty sections

An enabled section without content is flagged so you can fill it in or turn it off. Check for missing job-specific information before sending a reused template.

Keep the estimate included

The estimate stays visible as the pricing foundation of the proposal.

Preview before sending

Review the customer-facing document before you share it. Check names, scope, photos, the price, and any signature or initials requirements together.

Choose what your customer sees · QuoteIQ demo

Choose what your customer sees
03 / templates

Reuse your best proposal templates.

Keep your best proposal ready for the next opportunity.

Save a proposal as a reusable template for your next estimate. Keep your company story and standard service descriptions ready, then update the scope, photos, and price for each customer.

Save your work

Keep a proposal as a template instead of rebuilding its content from scratch.

Choose a default

Set a completed proposal template as the default for new estimates.

Keep variations handy

Use different templates for different services or project types. Separate an epoxy-floor installation from a maintenance recoat, or a one-time landscape installation from recurring lawn care, so exclusions and preparation details fit the work.

Proposal software for contractors

Rename, duplicate, or delete templates as your business and services change.

Save your approach. Reuse it. · QuoteIQ demo

Save your approach. Reuse it.
04 / activity

Track proposal views and responses.

Follow up with context.

Open the estimate’s activity log to see sends, customer views, modification requests, and acceptance. Read the history before a follow-up, then use scheduling to plan the work when the customer is ready.

Sending history

See when an estimate was sent by email or text.

Customer views

Check viewing activity and timestamps in the record. A view is an opportunity to answer questions, not proof that the customer has approved the work.

Requested changes

Read a customer’s modification request in the timeline. Confirm the requested scope change before revising the estimate or making scheduling commitments.

Acceptance

See when the customer accepted the estimate. Review the agreed scope before moving to scheduling or the next invoicing step.

Example names, job amounts, and timestamps in the demos illustrate the workflow.

See the conversation behind the estimate · QuoteIQ demo

See the conversation behind the estimate
From review to approval

Let customers review and sign online.

Customers can review proposals and sign online. The signing flow guides them through consent, adopting a signature and initials, and completing the required fields.

Online signatures

Customers can sign their proposal from their phone.

Document initials

Require initials on Documents sections when you need acknowledgement of the attached material.

Review before approval

Keep the proposal content and estimate together for the customer to review.

Connected to the estimate

The proposal remains part of the estimate workflow inside QuoteIQ.

The details and the decision, together.Show the work. Explain the price. Give your customer a clear next step.
Explore E-Signatures
Plans & availability

Proposals for every stage of your business.

Proposals are available on all five paid QuoteIQ plans. Monthly prices are in USD. Essentials, Beginner, and Pro use 100 IQ Credits per estimate with a proposal; proposal use is free during the trial and unlimited on Elite and Max. Compare all plans and billing options.

Essentials

$29.99/mo

1 user · Proposal access

Monthly billing
14-day free trial

Beginner

$74.99/mo

2 users · Proposal access

Monthly billing
14-day free trial

Pro

$149.99/mo

4 users · Proposal access

Monthly billing
14-day free trial

Elite

$299/mo

10 users · Unlimited proposals

Monthly billing
14-day free trial

Max

$699/mo

Unlimited users & proposals

Monthly billing
14-day free trial

Compare your options

Choose the proposal workflow that fits.

Verified against vendor pricing and product pages on September 15, 2026. USD standard rates; temporary promotions excluded. QuoteIQ pricing · Housecall Pro pricing
What mattersQuoteIQHousecall Pro
Proposal accessAll five paid plans, starting at $29.99/month for Essentials.Sales Proposal Tool listed as included with Max: $329/month, or $299/month billed annually.
Usage and add-ons100 IQ Credits per estimate on Essentials, Beginner, and Pro; free during the trial and unlimited on Elite and Max.Included with Max; the pricing page lists the tool as a $40/month value.
Included users1 / 2 / 4 / 10 / unlimited across Essentials through Max. No per-user add-on fees.Max includes 8 users; additional users are $35/month each.
Presentation emphasisCompany story, job photos, documents, and reviews around your existing estimate.Visual, side-by-side service options for an on-site sales presentation.

Where Housecall Pro wins: its Sales Proposal Tool presents good/better/best options side by side, a useful format for comparing large replacement jobs in the home. QuoteIQ’s demonstrated workflow emphasizes the scope and supporting material around one estimate.

Compare the full platforms: QuoteIQ vs. Housecall Pro · QuoteIQ vs. Jobber · QuoteIQ vs. ServiceTitan

Keep the job moving

The proposal is part of the bigger picture.

Estimates →

Build the services and pricing that power your proposal.

QuoteIQ Cam →

Capture and organize the job photos that help document your work.

Scheduling →

Put the work on your calendar after the customer is ready.

Invoicing →

Create invoices and manage the next stage of getting paid.

Reviews & contractor insights

Built around real contractor decisions.

QuoteIQ customer reviews

4.7 stars · 4,100+ reviews

QuoteIQ’s published review totals combine App Store, Google Play, and Google Business feedback. Rating source · Checked September 15, 2026.

Mike Vidan · Co-Founder

Mike brings 20+ years of home-service business experience to QuoteIQ. His advice for unfamiliar work: My rule for anything unfamiliar: take my time estimate and add 50%. Not 10%, not 20% — 50%. Read Mike’s contractor insights →

Worked example: applying that buffer to a four-hour exterior-cleaning estimate gives 4 × 1.5 = 6 hours to budget. Explain the surface, access, and preparation assumptions in the proposal; this is an illustration of Mike’s approach, not measured customer results.

Justin Rogers · Co-Founder

Justin is a serial entrepreneur and service-business educator behind ForeverSelfEmployed. His perspective on sending promptly: The contractor who sends an estimate first anchors the customer’s comparison. Reusable proposal templates help keep the company introduction ready while you tailor the job scope. Read Justin’s business insights →

Watch Video →What Is QuoteIQ? · Meet the platform behind the proposal.
FAQ

Your proposal questions, answered.

The details behind building, sharing, and reusing proposals in QuoteIQ.

What is contractor proposal software?

Contractor proposal software helps a service business present the scope, price, and supporting information for a job in one customer-facing document. QuoteIQ Proposals combines the estimate with your company story, services, photos, documents, and customer reviews.

A proposal answers what you will do, what it costs, and why the customer should choose your business. A plain estimate can establish the price; the proposal gives that price context through a company introduction, services, project photos, supporting documents, and authentic reviews.

In QuoteIQ, that presentation stays connected to the estimate instead of becoming a separate document to maintain. You can choose the visible sections, reuse a saved template, preview before sending, and collect online signatures; subscriptions start at $29.99/month.

For a contractor, the useful distinction is clarity: the customer can review the scope and supporting information alongside the price. The software does not decide your contract terms or guarantee that a proposal will win the job.

A contractor proposal should include the scope, price, company introduction, relevant photos, supporting documents, and genuine customer reviews. Choose which sections appear, then preview the proposal before sending.

For home service trades evaluating construction proposal software, the scope matters most. For a flooring project, explain surface preparation, material selection, access arrangements, and exclusions next to the estimate. For landscaping, choose job photos and service descriptions that explain this property instead of including an unrelated gallery.

Keep supporting documents relevant and accurate. For renovation work that disturbs painted surfaces in many pre-1978 homes, the EPA’s lead-safe renovation guidance explains why contractor certification and safe work practices matter; attaching a document does not make a job compliant by itself.

Use section visibility to leave out material the customer does not need, then review any signature or initials requirements before sending.

Yes. Save a proposal as a template and reuse it for another estimate. You can also manage your proposal template library and set a completed template as the default for new estimates.

Use a template to retain the structure and standard wording for a service, then revise the customer, site conditions, scope and pricing, and selected photos for the next job. You can rename, duplicate, or delete templates as your service offering changes.

Illustrative planning example: if you prepare 12 proposals in a month and reuse enough content to save 8 minutes on each, that is 12 × 8 = 96 minutes, or 1 hour 36 minutes. These are assumed inputs to demonstrate the calculation, not measured QuoteIQ results or a promise of time saved.

Use SBA business-planning guidance to check your own baseline before estimating a benefit, and always preview the customer-facing sections rather than assuming a saved template fits every job.

Contractors customize a proposal by updating its content and turning individual sections on or off. An enabled section without content is flagged in the builder. The estimate itself remains included.

Choose sections according to what the customer needs to understand the job. A short maintenance renewal may need a concise scope and estimate; a larger installation may also need a photo gallery and supporting documents.

The empty-section flag helps you catch unfinished content, but it does not review whether the proposal is accurate or complete. Check the selected project photos, customer details, exclusions, and any required initials yourself before sending.

If you begin with a reusable template, turn off irrelevant sections and update the content that remains. Previewing the result is the final check that the customer sees a coherent explanation of this job, with the estimate still included.

Yes. Customers can sign proposals online from their phone. The proposal signing flow includes consent, adopting a signature and initials, and completing the required fields. Require initials is available on Documents sections.

The customer should be able to read the scope, estimate, and attached material before completing the online signature flow. Check any required initials on Documents sections during your own preview, especially when using a saved template.

The federal E-SIGN Act says a signature or contract cannot be denied legal effect solely because it is electronic, but it preserves other legal requirements and includes conditions concerning consumer consent and records. That is not a guarantee that every proposal or term is enforceable.

Use terms appropriate to the job, retain the relevant records, and check the estimate activity log for acceptance before taking the next business step.

Contractors can check the estimate activity log in QuoteIQ for proposal views, sends, modification requests, and acceptance, with timestamps for each recorded action.

A view means the estimate was opened; it does not mean the customer accepted it. Use the activity log to distinguish viewing activity from a modification request or acceptance before deciding whether to follow up.

For example, a customer may review the proposal and ask whether disposal is included. Check the original scope and price, confirm the requested change, and send an accurate revision rather than treating the view as authorization to start.

After acceptance, review the agreed details before scheduling the job or preparing an invoice. The IRS recordkeeping guidance explains the value of keeping business records that support income and expenses; an activity log complements, rather than replaces, those records.

QuoteIQ contractor proposal software is available with subscriptions from $29.99 to $699 per month in USD. Essentials, Beginner, and Pro use 100 IQ Credits per estimate with a proposal. Proposal use is free during the trial; Elite and Max include unlimited proposals.

Monthly subscriptions in USD are Essentials $29.99 for 1 user, Beginner $74.99 for 2 users, Pro $149.99 for 4 users, Elite $299 for 10 users, and Max $699 for unlimited users. These are QuoteIQ subscription prices, not a standalone per-proposal quote.

Proposal access on a plan does not mean every plan includes unlimited proposals. Elite and Max include unlimited proposals; confirm current usage or IQ Credit terms for other plans before purchase. The pricing page is the place to compare current billing options and plan terms.

Every plan has a 14-day free trial. A credit or debit card is required to start.

If you are evaluating the workflow, try the estimate workflow, builder, templates, and signing experience alongside the number of users your team needs and the business costs you are budgeting for.

An estimate presents an expected price, a quote states the price offered for a defined scope, and a proposal adds the explanation and supporting material behind that offer. In QuoteIQ, renaming an estimate changes its label; Proposals adds the branded content sections.

Renaming an estimate changes its displayed label. It does not, by itself, add a company introduction, project gallery, documents, or customer reviews to the presentation.

Use the proposal builder when you want those supporting sections around the estimate, and use section visibility to decide which of them the customer sees. You can then preview the complete proposal and reuse its structure through templates.

For home service businesses evaluating construction proposal software, that extra context can explain preparation, access requirements, and supporting photos. Whether the heading says Estimate or Proposal, the actual scope, price, and signing requirements still need to be correct for the job; electronic delivery does not replace the requirements addressed by the E-SIGN Act.

Contractors do not need a separate app for this workflow: QuoteIQ includes proposal software for contractors within its estimate tools, so you can prepare the estimate, add proposal content, preview it, and manage the response within QuoteIQ.

For the workflow demonstrated here, QuoteIQ combines the estimate, branded proposal sections, templates, preview, online signing, and response history in the same system. You do not need to export the content to a separate proposal-writing tool to use those features.

Compare your own requirements before replacing another tool: the important questions are what content you need to present, who will maintain it, how the customer approves it, and how the job proceeds to scheduling and invoicing. For a broader comparison, explore QuoteIQ vs. Housecall Pro, QuoteIQ vs. Jobber, and QuoteIQ vs. ServiceTitan.

Choose a subscription using the current plan terms. For the broader business process, the SBA’s business-management guidance covers financial records and operations that software alone cannot manage for you.

Your next proposal

Put your best work in front of the customer.

Build a proposal that explains the job, shows your experience, and makes the next step clear.

Proposal demo

On a smaller screen, swipe across the demo to see the full app.