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Turn a FieldPulse estimate into a branded proposal with a cover page, About Us section, photos, reviews, and good-better-best options to choose and sign. Who uses this: Users with Dynamic Proposal permissions. Availability: Dynamic Proposals add-on.

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Overview

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. To set it up, see Setting Up Dynamic Proposals.

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How it works

  • Document builder: Create and customize proposals in an online editor, with mobile and desktop previews.
  • Variant proposals: Offer Good, Better, Best pricing options side by side. The customer picks an option, signs in the proposal, and can pay a deposit or review financing in the same visit.
  • Styling: Custom color palettes, embedded reviews, and inserted photos match your brand.
  • Signatures and contracts: Capture an electronic signature and generate a contract from a proposal.
  • Invoice conversion: Convert a proposal into an invoice in a few clicks.
Set up How-to Related features