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Keep equipment, labor, rooms, and project notes connected to the proposal.
PropoKit
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Manage proposals from project to approval
PropoKit is proposal management software for service teams. Keep clients, scope, pricing, saved items, PDFs, signing links, and follow-up in one workspace.
No credit card required • Projects, reusable library, PDF export, signing links, and follow-up
No credit card required • Projects, reusable library, PDF export, signing links, and follow-up
Built for real project work
For teams that quote, manage, and close projects
PropoKit turns site notes, saved work, pricing, and client decisions into one proposal workflow.
Technical scopes
Turn technical details into clean scope, pricing, and client options.
Reusable work
Organize products, services, fees, and approved wording before sending the quote.
Approval follow-up
Send a PDF or signing link and keep the follow-up tied to the project.
Product preview
See the workspace behind each proposal
Plan the project, build from your library, prepare the proposal, and track what happens after it is sent.
Drafts, sent proposals, approvals, signatures, and follow-ups stay connected to the project.
Workflow control
From project setup to client decision
Each proposal stays connected to the client, the saved work behind it, and the next action.
Project record
Start from the job, not a blank file
Create the client and project once, then keep the proposal details connected as the work develops.
Reusable library
Build from saved products and services
Pull in trusted items, services, pricing, and sections instead of rebuilding the same proposal work every time.
Pipeline follow-up
See which proposals need attention
Use proposal status and dashboard context to know what is drafted, sent, accepted, or waiting on a client.
Decision-ready proposals
Send a PDF or signing link
Export a polished PDF for your own email, or send a client-ready signing link when approval needs to happen online.
Keep accepted work moving toward QuickBooks
Included on Starter and Pro: sync customers and move accepted proposal details toward invoicing with less duplicate entry.
QuickBooks
Sync customers and turn accepted proposals into invoices.
Included
Simple plans for proposal workflows
Start with the core project and proposal workspace. Upgrade when you need team access, price-list imports, and bulk library updates.
Start building right away
Upgrade as your workflow grows
Cancel anytime
Early-access offer available for a limited time
The free trial lets you work through the real proposal flow before paying. Trial PDF exports keep the PropoKit footer and watermark until you move to a paid plan.
Starter
$29/month
Annual saves 20%
Choose monthly or annual during checkout.
For solo operators managing projects, proposal items, exports, signing links, and follow-up in one place.
Start Free Trial- Proposal project workspace
- Reusable product and service library
- PDF export and signing links
- QuickBooks integration
- Item-by-item library editing
Pro
$59/month
Annual saves 20%
Choose monthly or annual during checkout.
For growing teams that need controlled access, price-list imports, and faster library maintenance.
Start Pro Trial- Everything in Starter
- Team access controls
- Price-list import
- Bulk pricing updates
- Library maintenance tools
Frequently Asked Questions
Do I need technical skills?
No. PropoKit stays simple, but it gives you a real proposal workspace: projects, library, exports, signing, and follow-up without heavy setup.
How is PropoKit different from a proposal template?
A template helps you make one document. PropoKit keeps the project, saved products and services, scope, pricing, PDF export, signing, and follow-up together.
Is PropoKit a proposal builder or proposal management software?
Both. It includes a proposal builder, but it also manages project details, reusable products and services, PDF export, signing links, proposal status, and follow-up.
Can I use it for my industry?
Yes. You can create and organize your own products and services, so the workflow fits a wide range of service businesses.
Can I import my existing data?
You can review the import flow during the free trial and on Starter. Pro unlocks the actual price-list import, plus bulk library updates so you can refresh pricing without rebuilding items one by one.
What changes during the free trial?
The free trial lets you go through the real workflow before paying. Trial PDF exports keep the PropoKit footer and watermark on until you move to a paid plan.
Is this only for large teams?
No. PropoKit works well for solo operators, growing service businesses, and small teams that send proposals regularly.
Proposal work stays organized from draft to approval
Run your next proposal from one clear workspace
Set up the project, build the proposal, export or send it, and track the next client action.