Proposals & Invoices
Create proposals with precise line items, get approvals, and convert to invoices in one click—fully traceable back to projects and services.
- ✅Proposals with itemized scopes
- ✅One-click convert to invoice
- ✅Progress / % complete billing
- ✅QuickBooks sync (customers, items, invoices)
| Service | Qty | Rate | Amount |
|---|---|---|---|
| Preliminary plat | 1 | $4,500 | $4,500 |
| % Complete this cycle | 40% | — | $1,800 |
| Construction docs | 1 | $9,000 | $9,000 |
| Subtotal | $10,800 | ||
| This invoice | $1,800 | ||
What you can do
Proposals
Build proposals from services with quantities, units, and rates. Save as templates to reuse.
Convert to invoice
Approve a proposal and convert to an invoice in one click—line items preserved.
Progress billing
% complete, milestone, time-and-materials, or fixed-fee—mix per line.
Rates & taxes
Item-level rates, markups, and taxes with project-level defaults.
Approvals & e-sign
Share a web link for client review and approval (signature-ready PDFs).
QuickBooks sync
Sync customers, items, and invoices; keep numbers aligned with accounting.
Attachments
Include exhibits, scope sheets, and terms so everything stays together.
Rollups & audit trail
Totals by project, client, and time period with complete change history.
Send & export
Email directly or export clean PDFs with your letterhead.
How it works
- Step 1Draft the proposalPick services, set quantities & rates, and save as a reusable template.
- Step 2Approve & convertShare for approval and convert to an invoice—previously billed amounts and adjustments track automatically.
- Step 3Sync & sendPush to QuickBooks, export PDF with your letterhead, and email the client.
Turn proposals into revenue faster
Build proposals, track progress, and invoice with full traceability.