Who uses this: Team members who build and send estimates and proposals. Availability: Sales Suite add-on — enable it from Company Settings > Features & Plugins.Dynamic Proposals turn an ordinary estimate into a branded, professional proposal — a cover page, an About Us section, photos, reviews, and side-by-side pricing options the customer can choose from. For bigger or competitive jobs, a plain number on an estimate rarely wins on its own; a Dynamic Proposal gives the customer the context and the choice that gets a signature.
Overview
The workflow breakdown Dynamic Proposals address shows up on the jobs that don’t close: the customer got a price but no reason to say yes to you, and no easy way to pick the option that fits their budget. A Dynamic Proposal puts your pricing inside a document that looks the part and does the selling — the estimate becomes a pitch the customer can act on, not only a figure. A Dynamic Proposal goes beyond a simple estimate with cover pages, an About Us section, information pages, multiple pricing offerings, photos, reviews, and case studies. It pulls customer, service, and product details from FieldPulse so you’re not re-entering data, and it converts to an invoice when the customer accepts. Businesses across the trades build proposals this way: contractors and construction companies showcase past projects and client testimonials, landscapers present before-and-after photos and case studies, HVAC technicians compare systems and energy efficiency, and home service providers lay out warranties, service guarantees, and customer reviews.Video walkthrough
Video walkthrough: Dynamic Proposals in FieldPulse
How it works
Dynamic Proposals are built from these parts:- Online document builder — create and customize visually appealing proposals in an intuitive editor.
- Variant proposals — offer Good, Better, Best pricing options side by side so the customer picks the option that fits their needs. For tiered options on a standard estimate, see How to Use Estimate Options & Add-Ons.
- Customizable styling — custom color palettes, embedded Yelp reviews, and inserted photos make each proposal match your brand.
- Electronic signatures — capture a secure electronic signature so the customer signs off on the spot.
- Contracts — generate a contract directly from a proposal.
- Proposal-to-invoice conversion — convert a proposal into an invoice in a few clicks. See How to Create an Invoice.
- Mobile and desktop previews — preview the proposal in both formats so it looks right on any device.
- Built into FieldPulse — customer, service, and product details transfer from the FieldPulse platform, so there’s little manual data entry.