Reusable templates
Save one-off kitchen, bath, addition, and deck templates with your standard line items, markup, exclusions, and terms. Re-quoting similar work is one click.
Feature · Proposals
Send polished proposals in minutes, not hours.
BuilderSwift Proposals turn your cost catalog and scope notes into branded estimates clients can review and e-sign from any device. Approvals become jobs — automatically — so your team stops chasing emails and starts building.
Branded templates
E-signature included
One-click approval
Why Proposals
Professional estimates close more jobs — in less time.
Word docs, PDFs, and sticky notes slow down your sales cycle and make you look scattered. Builders who send polished proposals with e-signature win more bids and stop chasing emails.
From your cost catalog to a signed contract in one workflow.
Drag line items in from your cost codes, set markup by trade or category, attach photos and notes, and send. The client reviews online, signs electronically, and the approved proposal becomes a draft invoice and a starting schedule — automatically.
Stop retyping the same scope notes.
Save your standard kitchens, baths, additions, and decks as templates. Re-quoting similar work is a one-click operation — and you never accidentally leave out a line.
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Branded templates
Your logo, your colors, your terms. Clients see a proposal that looks like your company — not a stock template.
2
Drag-and-drop line items
Add costs from your catalog, adjust markup, and edit descriptions inline. Re-quoting is one click from a saved template.
3
E-signature included
Clients sign from any device, no BuilderSwift account needed. You see signed PDFs and timestamps the moment they arrive.
4
Approvals become jobs
An approved proposal turns into a draft invoice and a starting schedule — no double entry, no lost momentum.
What you get
Capabilities built for sales-to-cash speed.
Line items from cost codes
Pull costs straight from your cost-code catalog and propose at any markup — by category, by trade, or globally. No retyping, no math errors.
Built-in e-signature
Clients review and sign from any device — no account, no portal, no friction. Signed PDFs are stored on the record automatically.
Approval workflows
Define when a proposal needs an internal sign-off (manager review, change-order approval) before it goes out — without slowing down the sales cycle.
Approved → invoice
An approved proposal becomes a draft invoice the moment the client signs. Tweak line items or send as-is — your choice.
Versions & change orders
Every revision is tracked. Send a v2 after a client requests changes, see what was added or removed, and keep both on the record for context.
Outcomes
From "I'll get back to you" to "When do you start?"
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Faster to send
Proposals that took three hours now ship in 15 minutes — with fewer errors and a more consistent customer experience.
+%
Higher close rate
Polished, branded proposals with faster turnaround convert more bids into signed contracts.
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Zero retyping
Approved proposals become draft invoices and starting schedules — no double entry, no lost scope.
From the field
What contractors tell us about this feature.
“I used to spend three hours per bid. BuilderSwift templates turn out a polished proposal in 15 minutes — and we win more of them because the brand looks pro.”
Designed for
Built for the contractors who write the most bids.
Estimators producing dozens of bids
If your week is full of "let me put something together for you," template-driven proposals give you back hours of margin.
Owners who want a polished brand
Move from "I emailed you a Word doc" to "Here's your custom proposal" — without becoming a designer.
Sales reps on tight cycles
When speed-to-bid matters, e-signature and online approvals compress your sales cycle by days, not hours.
FAQ
Proposals questions, answered.
How long does it take to build a proposal?
Most proposals go out in under 15 minutes. Drag in line items from your cost catalog,
adjust markup, and send — no copy-pasting from Word or Excel, no version chaos.
Do my clients need an account to sign?
No. Clients receive an email with a secure link, review the proposal on any device, and
sign electronically — no BuilderSwift account required. You see the signed PDF and timestamp the moment
they sign.
Can I save templates I reuse often?
Yes. Save one-off kitchen, bath, addition, and deck templates with your standard line
items, markup, exclusions, and terms. Re-quoting similar work is a one-click operation.
What happens when a proposal is approved?
An approved proposal automatically becomes a draft invoice, a starting schedule, and the
foundation of cost categories for the job. No double entry, no lost momentum.
Can I require internal approval before sending?
Yes. Set up simple approval rules — manager review, change-order approval, exclusions
check — and proposals that need it route to the right person before they go out, without slowing down the
cycle.
Bid faster, win more
Stop retyping proposals. Start winning bids.
Start your 4-month free launch period today — every feature included, no credit card required.
Then just $49/month · cancel anytime