Proposal Generator for Construction Teams
Everything you need to create and send proposals from your CRM
Proposal Templates
Start from scratch or build on one of your existing proposal templates. Your team can reuse proven layouts and simply update the project-specific details — saving time and keeping every proposal professional, on-brand, and consistent, no matter who sends it.
Quote Builder
Need a detailed estimate? Use the built-in Quote Builder to add line items, products, quantities, and pricing directly into your proposal. No separate spreadsheet, no copy-pasting, no version control headaches — just a clean, accurate quote your customer can review and sign.
Preview & Approval Workflow
Preview your proposal exactly as your customer will see it before it ever leaves your CRM. If your team has an internal approval process, send the proposal to a manager for a quick review first. Nothing goes out the door without the right eyes on it.
Send for Signing & Track Status
When you're ready, click "Send for Signing," choose the project contact, and your customer receives the proposal instantly. Copy additional recipients, or send a view-only version if an electronic signature isn't required. Once signed, both parties automatically receive a completed copy — and you can track every proposal's status right inside your CRM.
How to Create a Construction Proposal That Wins More Jobs
A professional proposal can be the difference between landing a job and losing it to a competitor. Learn five tips for writing proposals that stand out — from researching the project and highlighting your experience to nailing your pricing and scope of work — plus the key elements every construction proposal should include.
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Ready to create proposals that close more jobs?
See how Followup CRM's Proposal Generator can help your team build proposals faster, simplify approvals, and win more work — all without leaving your CRM.
30-day, money-back guarantee
Our 30-day, money-back guarantee proves just how confident we are that you’ll love Followup CRM. You will be joining thousands of contractors who are growing their businesses and hitting their goals thanks to Followup CRM. Experience the benefits for yourself and start seeing results--you won't regret it.