Built for contractors
Keep every customer, scope, file, and follow-up together.
Getting your workspace ready
Taking you to the right place...
Proposal workflow software for contractors
Turn More Estimates
Into Signed Work
Build polished proposals, send them for approval, collect e-signatures, track follow-up, and move accepted work into QuickBooks without retyping the job.
✓14-day full access✓No credit card required✓Built for contractor workflows
Dashboard overview
Professional proposals
Price and present the work clearly.
Follow up with confidence
See proposal activity and keep the next step moving.
QuickBooks integration
Move accepted work forward without retyping it.
How it works
You already paid for the lead. Don’t lose it in the proposal process.
1
Build a clear proposal
Turn scope, pricing, files, and terms into one polished proposal.
2
Send and follow up
Share for approval, collect a signature, and keep track of customer activity.
3
Move accepted work forward
Prepare approved customer and pricing details for QuickBooks without starting over.
Integrates with QuickBooks
One click to QuickBooks.
Accepted in PropoKit. Prepared for QuickBooks. One click pushes project, client, item, and pricing details to invoicing — no retyping.
PKPropoKit
- Project & client
- Scope & items
- Pricing & terms
- Files & notes
- Approvals & signature
qbintuitquickbooks
- Customers
- Estimates
- Invoices
- Payments
- Accounting reports
Try the real workflow
Build your first proposal before you pay.
Use the complete workflow for 14 days. Bring your own services and customer details, see how PropoKit fits, and choose a plan only when you are ready.
- 14-day full access
- No credit card
- Cancel anytime
- 1BuildScope and price the work
- 2SendShare, approve, and sign
- 3Move forwardPrepare accepted work for QuickBooks
Simple pricing. Powerful value.
Start with full access for 14 days. Upgrade or cancel anytime.
Monthly pricing shown. Save 20% with annual billing.
Core
Complete workflow for one business owner.
$79 /month
Annual option: $63.20/month, billed annually.
- Projects, customers, files & proposal library
- Scope, pricing, PDF export & signing links
- Proposal status tracking & email drafts
- Product library & AI-assisted proposal builder
- One owner account
Pro
Pro is the same complete workflow for a team.
$149 /month
Annual option: $119.20/month, billed annually.
- Everything in Core, plus team workflow
- Up to five teammates & role permissions
- Shared project files & proposal library
- Imports & bulk library updates
- QuickBooks preparation with team access
14-day full access free trial. No credit card required.
Frequently asked questions
Can I try PropoKit for free?
Yes. Start with a 14-day trial, or set up your workspace first and add payment when you are ready.
Does PropoKit integrate with QuickBooks?
Yes. Accepted proposal work can be prepared for QuickBooks.
Can I reuse my proposal sections and line items?
Yes. Save reusable proposal sections, terms, services, products, and line items.
Is my data secure?
PropoKit uses secured app infrastructure and keeps account controls in your settings.
Can I cancel anytime?
Yes. You can manage billing and account access from your account area.
See how PropoKit compares with other proposal tools or explore proposal software for AV and low-voltage integrators.