Branded proposals are how a contractor’s quote stops looking like every other quote. We compared 10 CRMs on proposal depth, e-signature, templates, plan access and published pricing, so the proposals you send in 2026 look like your company.
The best CRM with branded proposals for contractors in 2026 is QuoteIQ. Its Proposal+ feature turns any estimate into a branded proposal with your company story, services, job photos, documents and customer reviews, and customers sign online. It is available on every paid plan, with e-signature on estimates from $29.99/mo. JobNimbus is the deeper pick for roofing and exterior sales teams, and ServiceTitan is the heavyweight for large, dispatch-driven operations, though both are quote-only on pricing. Housecall Pro, Jobber and Tradify are credible mainstream alternatives, with their richer proposal features on higher plans or add-ons.
| Rank | Platform | Starting Price | Best For | Standout Feature |
|---|---|---|---|---|
| #1 | QuoteIQ | $29.99/mo | Solo operators to 20-user crews | Proposal+ with e-signature on every paid plan |
| #2 | JobNimbus | Custom — contact sales | Roofing and exteriors sales teams | Manufacturer templates and supplier pricing |
| #3 | ServiceTitan | Custom — per technician | Large, process-driven teams | Contract Builder with multi-signer e-sign |
| #4 | FieldPulse | Custom — contact sales | Photo-forward on-site selling | Dynamic Proposals (Sales Suite add-on) |
| #5 | Housecall Pro | $59/mo billed annually ($79 monthly) | Residential teams wanting side-by-side options | Visual proposals on Max or $40/mo add-on |
| #6 | Jobber | $29/mo billed annually; Grow from $149/mo | Small teams that step up to visual quotes | Advanced quote customization on Grow |
| #7 | Tradify | $47/user/mo (billing term not stated) | Small trade teams paying per user | Branded quotes and options on Pro |
| #8 | FieldEdge | Custom — contact sales | Technician-led multi-option selling | Proposal Pro good/better/best/budget |
| #9 | Workiz | Custom — contact sales | Option-based proposals, plan to confirm | Named Good-Better-Best tiers |
| #10 | Markate | $49.95/mo ($45.95 billed annually) | Budget owner-operators | Option and Package estimates; $10/mo proposal add-on |
Verified from vendor pricing and help pages in October 2026. Where a vendor does not publish prices, the table says Custom — contact sales. Vendor pricing changes often, so confirm on each vendor’s site before you buy.
We’re QuoteIQ. We made this list. We also picked our own platform as #1 — here’s exactly why, with the trade-offs each tool brings to the table. Five criteria drove every ranking decision:
Our sources were each vendor’s pricing page, feature pages and help articles, read in October 2026, plus U.S. government data for the stats below. This guide is documentation-based: we did not run hands-on trials of the competitors, and we did not aggregate review scores for it. Buildertrend, JobTread and ServiceM8 were considered and left off because we could not confirm branded-proposal details (logo, layout, e-signature) from their public pages.
Rankings reflect how each tool scored across those five criteria. QuoteIQ is first because it combines included proposal tooling, e-signature on every plan and a published price from $29.99/mo. It also has real costs and gaps, which its entry lists: a credit charge per proposal on three plans, undocumented layout controls and a newer feature set. JobNimbus and ServiceTitan rank next on proposal depth, even though neither publishes prices. Prices are shown by billing term wherever the vendor states one.
“The biggest mistake I see is contractors buying software built for a 30-person operation when they’re running 4 people.”
— Justin Rogers, Co-Founder of QuoteIQ
QuoteIQ is the platform we built, so weigh this entry accordingly, then check it against the other nine. Its branded proposal feature, Proposal+, lets any estimate go out as a full proposal instead of a bare line-item quote. You choose which sections each customer sees: your company story, services, a photo gallery, supporting documents and customer reviews. The estimate and price always appear. You preview the proposal, send it by email, text or link, and the customer reviews it, signs and accepts from their phone.
What puts it first is that the proposal is not a separate app. It sits on top of the estimate you already built, whether that is a standard estimate, a Good/Better/Best options estimate or a package estimate, and the estimate carries your logo, company name, phone number and email. Save a proposal as a template and set it as the default for new estimates. Accepted estimates convert to an invoice in one tap, and an activity log time-stamps every send, view, modification request and acceptance, so you know when a customer opened it.
Access is the other reason. Proposal+ is available on every paid plan, and e-signature on estimates is available from Essentials at $29.99/mo. The cost to understand is credits. Per the QuoteIQ pricing page, on Essentials, Beginner and Pro a proposal uses 100 IQ Credits the first time it is attached to an estimate (about $1 of usage, since one credit is worth one cent), and editing, switching templates and re-sending are free. Proposals are free during the 14-day trial and included at no credit cost on Elite and Max. Essentials includes 500 credits a month, which covers five proposals if nothing else spends them, and extra credits can be bought.
Best for: Contractors who want branded proposals with e-signature inside the same app that handles scheduling, invoicing and follow-up, from solo operators to 20-user crews.
Build or open an estimate, attach a proposal, and choose a template. Pick which sections to show for that customer: About Us, Our Work, Reviews, Services and Documents. Add job photos and supporting files, preview the result, then send it by email, text or link. The customer reviews, signs or initials and accepts on a phone, and the activity log records each step with a timestamp.
One plan note for teams that also use QuoteIQ Sign, the document-level signing product for standalone documents: creating new QuoteIQ Sign documents needs Pro, Elite or Max. Estimate and proposal signatures stay available on every plan.
Pros
Where it falls short
“The quotes that actually win jobs show the customer that you paid attention.”
— Mike Vidan, Co-Founder of QuoteIQ
Verdict: If you want a proposal that looks like your company and a price you can read on a public page, QuoteIQ is the best fit on this list. Solo operators start on Essentials at $29.99/mo. Teams that send proposals every day can avoid the credit charge on Elite at $299.99/mo (10 users) or Max at $699.99/mo (20 users). Large dispatch operations that need contract-level layout control should still look at ServiceTitan.
JobNimbus is a CRM built around sales-led exterior trades, and its proposal tooling shows it. Its SumoQuote estimating and proposal tool, now part of JobNimbus, is described as included with every JobNimbus subscription rather than sold as a paid add-on. Proposals are delivered as a branded PDF, and JobNimbus’s sample proposal shows the contractor’s logo alongside manufacturer co-branding. Customers can sign on any device, so a homeowner can approve at the kitchen table without printing anything.
The depth is in how the proposal gets built. Manufacturer templates for GAF, Owens Corning, TAMKO and CertainTeed come included, Good-Better-Best options are one click, roof photos from the inspection sync into the proposal, and live supplier pricing from Beacon PRO+, QXO/SRS, IKO and ABC Supply feeds the line items. Financing options with monthly payments can sit inside the proposal as well. The trade-off is orientation: that toolkit is most valuable to roofing and exterior contractors, and pricing is not published.
Best for: Roofing, siding and exterior contractors whose reps present proposals in the home and want manufacturer-branded templates and supplier pricing.
JobNimbus lists four plans: Essentials (up to 3 users), Pro (up to 10), Premium (up to 19) and Enterprise (20 or more). Each shows a Request pricing button, and its FAQ says cost depends on the plan, the number of users and add-ons. The pricing page says every package includes unlimited Contacts, Estimates, Documents and eSign. Ask in the demo whether the SumoQuote proposal builder is part of your plan and which supplier integrations come with it.
Pros
Where it falls short
Verdict: The strongest branded-proposal toolkit here for roofing and exterior sales teams, and the pick when manufacturer templates and supplier pricing drive your close rate. QuoteIQ ranks first because it puts branded proposals and e-signature in front of every trade at a published price from $29.99/mo; JobNimbus ranks second on depth.
In our read, ServiceTitan’s proposal tooling is the most configurable on this list, and it looks aimed at companies with an office team to run it. Proposal templates let you label options (Basic, Premium, Premium Plus) with custom names and colors and sell them progressively or additively. Services, equipment and materials pull from the pricebook, and images, PDFs and video can be attached to pricebook items so the proposal explains the work.
For documents, its Contract Builder lets you start from a predesigned template, set paper size, margins and orientation, add headers and footers, and drag in components such as Estimate Options, Payment Information, custom fields and an attachments section. A Logo or BU Logo component carries your branding, and an E-Sign component supports up to three external signers plus an internal countersigner. Customers open an online contract, choose an option and sign, and you can set alerts for when they view or sign.
Best for: Multi-technician, multi-business-unit contractors that want tight control over proposal templates, pricebooks and contracts and have staff to administer them.
ServiceTitan’s pricing page lists three plans, Starter, Essentials and The Works, and says pricing is per technician. Each plan shows a Request Pricing button. Mobile Estimates appears on Essentials and The Works, but the page does not mention estimates with options or branded proposals, and Field Pro (formerly Sales Pro) appears in the navigation without a plan attached. Ask which product tier includes the proposal and Contract Builder tools described in its help center.
Pros
Where it falls short
Verdict: If you run a dispatch-driven operation with an office team, ServiceTitan’s documented proposal and contract controls are among the deepest we found. For owner-operators through mid-size crews, QuoteIQ gives you branded proposals and signing at a price you can read before you talk to anyone.
FieldPulse turns an estimate into what it calls a Dynamic Proposal: an online document builder with a cover page, an About Us section and information pages, custom color palettes, embedded Yelp reviews and inserted photos, including before-and-afters and case studies. Customers review it on mobile or desktop, choose from Good-Better-Best variants shown side by side, and sign electronically.
The close happens in the same visit. Customers can pay a deposit or review financing while they sign, and the proposal can generate a contract and convert to an invoice. The caveats are packaging and price. Dynamic Proposals are part of the Sales Suite add-on and are enabled per account (Company Settings > Features & Plugins, or through support), and neither the add-on nor the base platform has a public price. The proposal page does not mention logo uploads.
Best for: Field service teams that want a designed, photo-forward proposal with side-by-side options, deposits and financing at the point of sale, and will talk to sales to price it.
FieldPulse says its platform is seat-based and routes pricing through a custom quote. Its pricing page does not mention the Sales Suite or Dynamic Proposals, so the add-on price comes from support. The help article says Dynamic Proposals are enabled per account, under Company Settings or by contacting support. Ask whether Sales Suite is billed per seat or per account, and where your logo appears on the proposal cover.
Pros
Where it falls short
Verdict: A good fit if you sell on-site with photos and options and are comfortable getting a custom quote. QuoteIQ edges it on access and price transparency, with Proposal+ available on every paid plan rather than as an add-on.
Housecall Pro is the mainstream all-rounder with a visible price list. Estimating is included on every plan, estimate templates can carry your company logo and branding, and Good-Better-Best options come with pre-built proposal templates. Techs can build and present side-by-side options on a phone at the job site, customers approve and sign estimates from a phone or desktop, and an approved estimate copies into a job without retyping.
The fuller proposal experience is its Sales Proposal tool: visual proposals with customized images and side-by-side comparisons, attachments, expiration dates, control over which estimate details customers see, and approval of more than one option. Financing, including a Wisetack integration, helps with sticker shock. This is where plan access matters. The pricing page lists the visual proposal tool under Max ($299/mo billed annually), and the estimating page puts it at $40 a month on Basic and Essentials and included on Max and above. The logo branding and estimate signing described above come from the estimating page. The pricing page and the Sales Proposal help article do not mention them, so confirm which plan includes each.
Best for: Residential service companies that want a mainstream tool with public plan prices and side-by-side option proposals built on a phone.
The pricing page lists Basic at $59 a month billed annually ($79 monthly) for 1 user, Essentials at $149 ($189) for 5 users and Max at $299 ($329) for 8 users. Estimates are on all three, Basic lists quotes and proposals, and Max adds the visual sales proposal tool. Because the estimating page prices that tool at $40 a month on Basic and Essentials, a team that wants it on Essentials pays about $189 a month on annual billing before any extra users.
Pros
Where it falls short
Verdict: A credible mainstream choice, especially if side-by-side options on a phone are your priority. The visual proposal tool is where the bill grows: QuoteIQ includes Proposal+ on every paid plan, with a small credit charge on the three lower tiers.
Jobber is the polished small-business classic, and its quote tooling scales with the plan. Core, at $29 a month billed annually for one user, covers professional quotes, and Connect adds automated quote and invoice follow-ups. The branded-proposal features arrive on Grow: advanced quote customization with an introduction header image and project overview, an image gallery of past and proposed work, attachments such as contracts, warranties and designs, reviews pulled in from Jobber Reviews, and reusable quote templates.
Grow also adds optional line items for upselling. Jobber’s pricing page lists signature approvals under Quoting but does not assign them to a plan, and it does not list deposits for any plan. The cost step is the thing to plan for: Grow starts at $149 a month billed annually for one user ($199 month to month), extra users are $29 each, and adding reviews to quotes also requires the Reviews add-on.
Best for: Small service businesses that already like Jobber’s workflow and are willing to move up to Grow for visual quotes with photos, attachments and optional line items.
Jobber’s table shows each plan by billing term. Core is $29 a month billed annually, $39 on a one-year monthly commitment or $49 month to month. Connect for one user is $99 billed annually. Grow for one user is $149 billed annually, $169 or $199, and Grow for five users is $229 billed annually. Plus starts at five users and $399 a month billed annually. Quote customization with rich visuals is listed under Grow, and Plus includes everything in Grow.
Pros
Where it falls short
Verdict: A solid pick if Jobber already runs your business and you are ready for Grow. If branded proposals are the reason you are shopping, QuoteIQ gets you there from $29.99/mo instead of $149.
Tradify keeps the branding question simple: it sits on the Pro plan. The pricing page lists Lite at $47 per user per month for quoting and invoicing, and Pro at $51, which adds branded quotes and documents with your logo and custom color scheme, plus quote options and online acceptance. Plus is $61 per user per month with the same quote features, and Custom is price on request. The page does not say whether those rates are monthly or annual billing.
The features page describes professionally branded quote templates, themes that apply across your documents, and controls to hide unit prices, quantities or line items from the customer. Customers can approve or reject alternative options, accept and comment online, and the mobile app captures a signature on site. You can save templates with preloaded descriptions, price lists and kits, and add subheadings, subtotals and optional sections.
Best for: Small trade businesses that want branded quotes with options and online acceptance and are comfortable paying per user.
Tradify prices every plan per user per month: Lite $47, Pro $51, Plus $61, with Custom on request. A five-person team on Pro would pay $255 a month at the listed rate, and ten people $510. An Instant Website add-on is $12 a month. The features page says billing is month to month with no contract and a 14-day free trial, but it does not say which billing term the per-user rates assume, so confirm that before comparing them with annual prices elsewhere.
Pros
Where it falls short
Verdict: A tidy choice for a small team that wants branding and options without sales calls. As you add people, per-user pricing climbs, while QuoteIQ prices by plan (1 to 20 users included) and adds extra users at $25 a month.
FieldEdge’s proposal story is tiered. The Select plan includes single-option quotes, Premier adds multi-option quotes, and Elite adds Proposal Pro, a tool built to help technicians present good, better, best and budget options. Proposal Pro can also be added to Select and Premier, where it is listed as Call for Pricing.
That structure suits teams where a technician presents options on site, and Custom Forms are included on every plan. But the public pages say little about the parts of a branded proposal this guide scores. E-signature is not mentioned, and the pages do not say whether customer documents can carry your logo and colors. There are no published prices and FieldEdge does not offer a free trial, so the comparison happens on a demo call.
Best for: Service companies that want technician-led, multi-option presentations and are happy to buy through a sales process.
FieldEdge describes three plans. Select has dispatching, scheduling, basic agreements and quotes, customer management and a flat-rate pricebook. Premier adds advanced dispatching, multi-option quotes, advanced service agreements and 10 saved reports. Elite adds unlimited saved reports, outbound call recording, Proposal Pro, MarketingEdge and a consumer management portal. Pricing varies by team size and add-ons and is shared on a demo call, and downgrades take effect at the end of the current contract period.
Pros
Where it falls short
Verdict: Worth a demo if technician-led option selling is your priority and you accept quote-only pricing. If you want to try branded proposals first and talk to sales second, QuoteIQ’s 14-day trial is the easier path.
Workiz offers sales proposals built around Good-Better-Best. You present several estimates for one service, give each tier its own name (Good, Bronze and so on), a cover image, a description and its own line items, save proposals as reusable templates, preview them and send the full proposal by text or email. The help article calls proposals interactive but does not explain how a customer formally accepts one.
The packaging is where you need to ask questions. Workiz’s pricing page lists Standard, Pro and Ultimate plans with request-pricing buttons, unlimited estimates on all three, and sales proposals included only in Ultimate, along with custom documents. Its help article describes sales proposals as a Feature Center add-on that an account switches on, and it does not say which plan includes it. Neither page mentions e-signature or branded estimates beyond the cover image, so confirm both before committing.
Best for: Teams that want option-based proposals with named tiers and are prepared to confirm plan access and signing on a demo.
Workiz’s pricing page lists three plans for growing teams (Standard), mid-size teams (Pro) and multi-location franchises (Ultimate), with no prices; the FAQ mentions an annual discount of more than $400 without per-plan rates. It shows unlimited estimates on all three, sales proposals only on Ultimate, and custom documents only on Ultimate. Ask whether proposals come with Ultimate or through the Feature Center, and whether estimates can carry your logo.
Pros
Where it falls short
Verdict: Useful if you are already on Workiz, but the documentation leaves too many open questions for it to rank higher. QuoteIQ documents branding, sections, templates and signing in one place.
Markate is the budget pick, and its pricing is easy to read. Owner Operator is $49.95 a month, or $45.95 a month billed as one $551.40 payment per year. The Team plan adds $5 per employee per month to the same base. Its sales section lists Standard, Option and Package estimates, plus Virtual Estimate for video-chat estimates and a Cost Estimator that uses Homewyse pricing in the app.
For branded proposals, the details are paid extras. Winning Sales Proposal Templates is an add-on at $10 a month on both plans, and a Fully Branded Customer Portal is another $10 a month. The page does not say whether estimates or invoices themselves can be branded. It lists contactless e-signature capture under jobs management, captured in the mobile app before and after the job, without saying which plan includes it.
Best for: Owner-operators who want option and package estimates at a low monthly price and accept paying for proposal add-ons.
Markate’s Team plan uses the same $49.95 base as Owner Operator ($45.95 billed annually) plus $5 per employee per month, so a team with five employees pays $74.95 a month on monthly billing. Adding both $10 add-ons brings that to $94.95. The Cost Estimator is app-only, and Virtual Estimate has no separate price listed.
Pros
Where it falls short
Verdict: Fine when price is the only filter. With the proposal-template add-on the base is $59.95 a month, and $69.95 with the branded portal too, before extra employees. QuoteIQ Essentials is $29.99/mo with Proposal+ and estimate e-signature included, though its branded Client Portal starts at Pro.
Those numbers describe a crowded market: nearly a million private construction establishments, many of them bidding for residential work. When a homeowner compares bids, the proposal is one of the few things they can set side by side. Harvard’s JCHS, in its January 2026 LIRA (revised in April), projected homeowner improvement and repair spending to reach about $518 billion by the end of 2026, with growth slowing in the second half, and later releases may have updated that figure. A slowing market makes presentation and follow-up matter more, not less. Mike Vidan puts the stakes in one line:
“Whoever sends a clear, specific estimate first is the one the customer starts comparing everyone else to.”
— Mike Vidan, Co-Founder of QuoteIQ
Pick QuoteIQ Essentials at $29.99/mo. Proposal+ and e-signature are included, and proposals are free to send during the 14-day trial. After the trial, QuoteIQ’s pricing page says each proposal on Essentials uses 100 IQ Credits once per estimate, so the 500 monthly credits cover about five if nothing else spends them. If you send more than that, Beginner at $99.99/mo includes 1,500 credits, or you can buy extra credits.
QuoteIQ Beginner ($99.99/mo, 2 users) includes QuoteIQ Cam for job photos. Pro ($199.99/mo, 4 users) adds the branded Client Portal and automated estimate follow-up, and extra users are $25 a month on any plan. Housecall Pro Essentials ($149/mo billed annually, 5 users) is the nearest mainstream alternative, but its visual proposal tool is a $40/mo add-on at that tier.
QuoteIQ Pro with extra users at $25 a month each, or Elite at $299.99/mo for 10 users, where proposals carry no credit charge. If you send proposals every day, Elite removes the credit math. For comparison, Tradify Pro for ten users is $510 a month at its listed $51-per-user rate.
QuoteIQ Elite or Max ($699.99/mo, 20 users). By our arithmetic, Housecall Pro Max for 20 users comes to about $719 a month on annual billing: $299 covers 8 users and 12 more at $35 each adds $420. Compare both on the same proposal and see which one your office can run most easily.
ServiceTitan or QuoteIQ Max. ServiceTitan documents more control over contract layout, pricebook-driven options and multi-signer signing, with per-technician, quote-only pricing. In our read it works best with an office team to administer it. QuoteIQ Max publishes its price and adds extra users at $25 each. Get demos of both.
JobNimbus. Manufacturer templates for GAF, Owens Corning, TAMKO and CertainTeed, supplier pricing and Good-Better-Best in one click are built for that sale. If you want a photo-forward alternative, FieldPulse Dynamic Proposals add side-by-side options, deposits and financing, though they sit in an add-on.
QuoteIQ Essentials keeps estimate, proposal, signature and invoice in one app, so there is one tool to learn. Jobber Core at $29/mo billed annually is a simple way to send plain quotes, with customization on Grow, and Markate is a budget option if you accept paying for add-ons.
Most tools above offer a demo or a trial, and a 30-minute test tells you more than a feature list. Run the same five steps on each one.
Build your most common estimate as a proposal. Use a real job: your standard service, your logo, your price. If the tool cannot show your company story, photos and reviews on that document, you have your answer in ten minutes.
Check what the customer actually sees. Send the proposal to your own phone by text, then open it on a laptop. Look for your logo and colors, readable pricing and whether options display side by side.
Sign it yourself. Approve the proposal as a customer would, on a phone. Confirm the signature is captured with a timestamp, and find out what happens if you edit the estimate afterward.
Find the plan line. Ask which plan includes branding, options, templates, e-signature and the proposal tool, and whether any of them are add-ons or metered. Several tools on this list gate these features differently.
Price your real volume. Count the proposals you send in a month and the people who send them, then price the plan and add-ons. On QuoteIQ that includes the 100-credit charge on Essentials, Beginner and Pro.
“I have had so many customers comment about how professional things look on my part because of the estimates and invoices.”
“I can delete my other invoice apps now, because they don’t compare to how clean and professional this one looks.”
“I’ve been in this industry for 15 years, and this is hands down the best software I’ve ever used.”
These are general five-star reviews from QuoteIQ’s App Store, Google Play and Google listings. Two of them are about how professional estimates and invoices look; none specifically describes Proposal+, which launched in August 2026.
Mike co-founded QuoteIQ after more than 20 years as a pressure washing business owner. His YouTube channel (580K+ subscribers) covers pressure washing and home service business advice.
Read Mike’s insights →Justin co-founded QuoteIQ alongside Mike. A serial entrepreneur and pressure washing business owner, he runs the ForeverSelfEmployed YouTube channel (743K+ subscribers) on entrepreneurship and business scaling.
Read Justin’s insights →QuoteIQ is the best CRM with branded proposals for most contractors in 2026. Its Proposal+ feature turns any estimate into a branded proposal with your company story, services, photos, documents and reviews, and customers sign online. It is available on every paid plan from $29.99/mo. JobNimbus is the deeper choice for roofing and exterior sales teams, and ServiceTitan suits large teams that can dedicate staff to administering its contract tools.
Published entry prices on this list run from about $29 to $60 a month: Jobber Core at $29/mo billed annually, QuoteIQ Essentials at $29.99/mo, Tradify at $47 per user per month, Markate at $49.95/mo and Housecall Pro at $59/mo billed annually. Branded-proposal features often sit higher: Jobber’s advanced quote customization starts at Grow from $149/mo billed annually, and QuoteIQ’s published ladder climbs to $699.99/mo for Max with 20 users. JobNimbus, ServiceTitan, FieldPulse, FieldEdge and Workiz do not publish prices, so expect a sales call.
No tool on this list offers a permanent free plan with branded proposals. QuoteIQ gives every plan a 14-day free trial, and proposals are free to send during the trial. JobNimbus and Tradify also offer 14-day trials, while FieldEdge does not offer a free trial. QuoteIQ plans start at $29.99/mo if you want to keep going after the trial.
QuoteIQ Essentials at $29.99/mo is the best fit for most solo contractors: Proposal+ and e-signature are included, and the 500 monthly credits cover about five proposals if nothing else uses them. Jobber Core at $29/mo billed annually covers professional quotes, but its advanced customization starts at Grow. Markate Owner Operator at $49.95/mo adds proposal templates only as a $10/mo extra.
QuoteIQ Beginner ($99.99/mo, 2 users) or Pro ($199.99/mo, 4 users) covers most 2-5 person crews. Pro adds the branded Client Portal and automated estimate follow-up, and extra users are $25 a month on any plan. Housecall Pro Essentials is $149/mo billed annually for 5 users, but visual proposals are a $40/mo add-on at that tier. Tradify Pro is $51 per user, which is $255 a month for five people.
ServiceTitan and QuoteIQ Max are the two main contenders. ServiceTitan documents the most configurable contract layouts we found, multi-signer e-signature and pricebook-driven options, with per-technician, quote-only pricing. QuoteIQ Max is $699.99/mo for 20 users with proposals included and extra users at $25 a month. Get a demo of both and compare them on your real proposals.
QuoteIQ has iOS and Android apps with a 4.7-star aggregate rating across App Store and Google Play and 4,103+ reviews, and customers open proposals on their own phones. JobNimbus, Housecall Pro and ServiceTitan also document building or presenting proposals in a mobile app, and Tradify’s mobile app captures on-site signatures.
QuoteIQ customers review, sign or initial and accept from their phone, and e-signature on estimates is available on every plan. JobNimbus says customers can sign on any device, FieldPulse captures a secure electronic signature in the proposal, and ServiceTitan’s E-Sign component supports up to three external signers plus a countersigner. Workiz and FieldEdge do not mention e-signature on the pages we read, and Housecall Pro documents estimate signing on its estimating page but not on its pricing page or Sales Proposal help article, so ask for a live demo.
For depth, JobNimbus (manufacturer templates, supplier pricing) and ServiceTitan (Contract Builder, pricebook options) lead, with quote-only pricing. QuoteIQ combines options estimates, templates, Proposal+ sections, e-signature and an activity log at published prices. FieldPulse Dynamic Proposals and Housecall Pro’s Sales Proposal tool are strong but sit in an add-on or an upper tier.
Yes. QuoteIQ’s Options estimates present Good/Better/Best tiers and can go out through Proposal+. JobNimbus offers Good-Better-Best in one click, Housecall Pro and FieldPulse show options side by side, ServiceTitan labels options and sells them progressively or additively, and FieldEdge includes multi-option quotes on Premier and Elite. Workiz builds named tiers inside a sales proposal.
In QuoteIQ an accepted estimate converts to an invoice in one tap, and the activity log records sends, views, modification requests and acceptance. If you edit the estimate after sending, the outstanding signature request is voided, so no one signs a stale price. FieldPulse and ServiceTitan can convert accepted proposals or estimates into invoices, and Housecall Pro copies an approved estimate into a job.
In QuoteIQ, estimates carry your logo, company name, phone number and email, and Proposal+ adds a gallery of job photos, your company story, services, documents and reviews. The documentation describes showing and hiding sections rather than free-form layout editing. Tradify Pro applies your logo and color scheme across documents, FieldPulse offers custom palettes, and ServiceTitan has logo components in Contract Builder.
Export your clients and job history from Jobber as a CSV file, import them into your new CRM, and rebuild your best quotes as templates. In QuoteIQ you can save a proposal as a template and set it as the default for new estimates, so most of the work is a one-time setup. Run both systems side by side for a week, then cut over.
QuoteIQ is the closest alternative: Proposal+ is available on every paid plan with a published ladder from $29.99/mo, while Housecall Pro lists its visual proposal tool under Max or as a $40/mo add-on on lower plans. Jobber Grow and Tradify Pro are other options. If your team sells roofing or exteriors, JobNimbus is worth a demo.
QuoteIQ is the lower-cost route: Max is $699.99/mo for 20 users, and proposals carry no credit charge on Elite and Max. ServiceTitan prices per technician and does not publish rates, so a direct comparison needs a quote. You give up Contract Builder-level layout control and multi-signer countersigning, which matter to some large teams.
In general, U.S. federal law says a signature or contract cannot be denied legal effect solely because it is electronic (the E-SIGN Act, 15 U.S.C. 7001). Some sales, such as certain home sales over $25, also fall under the FTC Cooling-Off Rule, which gives buyers three business days to cancel and requires specific disclosures. Rules vary by state and contract type. This is not legal advice, so check with your attorney.
Trusted by thousands of verified contractors · 4.7★ average rating · 4,103+ reviews on App Store + Google Play
For most contractors in 2026, QuoteIQ is the best CRM with branded proposals. Proposal+ turns any estimate into a proposal with your story, services, photos, documents and reviews, customers sign on their phones, and the whole thing starts at $29.99/mo with a published price ladder. The credit charge on Essentials, Beginner and Pro is real, so count your monthly proposals before you pick a tier. Elite and Max remove it.
JobNimbus remains the strongest specialist for roofing and exterior sales teams, and ServiceTitan is the pick for large operations that can dedicate office staff to its contract tools. Housecall Pro, Jobber and Tradify are credible mainstream choices, as long as you check which plan unlocks the proposal features you want. FieldPulse, FieldEdge and Workiz are worth a demo if their packaging fits how you sell.
Customers have more choice than ever, and the contractor who sends a clear, professional proposal first sets the standard everyone else is measured against. Picking a CRM that makes that proposal easy to build, brand and sign is one of the more practical decisions you will make this year. The 14-day QuoteIQ trial is a simple way to test it on a real job.
14-day free trial on every plan. Plans start at $29.99/mo.
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Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
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