Project workspace
Create the client and job once. Store scope, pricing, project files, and proposal status with that project.
For contractors and service businesses
PropoKit
Win one extra job and PropoKit pays for itself.
Build cleaner proposals from saved products, services, pricing, scope, project files, signing links, and follow-up in one workspace.
14-day trial. Core $79/mo. Pro $149/mo.
14-day trial. Core $79/mo. Pro $149/mo.
Job-based proposal workflow
Turn job details into proposals customers can say yes to
When one accepted job can be worth thousands, the proposal workflow should be cleaner than a reused document.
Saved item library
Reuse saved products, services, and scope content instead of rebuilding every proposal.
Client-ready proposal
Export the PDF, share the signing link, and prepare accepted work for QuickBooks Online when connected.
Product tour
From project setup to follow-up
Follow one proposal from project setup to saved items, project files, client-ready PDF, accepted status, and QuickBooks Online invoice prep.
When QuickBooks Online is connected, invoice prep starts from accepted proposals.
Proposal workflow
Quote real jobs without rebuilding the same work
Create the job once, add saved items and project files, send the proposal, and keep the next step visible.
Project
Keep the job in one place
Client details, scope, photos, documents, pricing, and status stay tied to the project.
Library
Reuse the work you trust
Add saved products, services, labor, pricing, and scope notes instead of starting from a blank page.
Proposal
Send a clean client view
Export a polished PDF, share a signing link, and use AI-assisted drafting to speed up proposal copy.
Status
Know what needs follow-up
Move proposals from Draft to Sent, Accepted, Declined, or Archived so open work stays clear.
QuickBooks Online, when the job is accepted
Connect QuickBooks Online when you want accepted proposal work prepared for invoicing. Drafts stay out of accounting.
QuickBooks Online
Sync customers and create or update invoices from accepted proposals only.
Accepted proposals
Pricing built around one extra closed job
Core is for owner-operated quoting. Pro is for teams, shared project files, imports, and bulk library work.
14-day trial. Core $79/month. Pro $149/month. Annual billing saves 20%.
Core
Solo workflow
$79/month
For one owner who needs proposals, saved items, project files, PDFs, signing, status, and AI-assisted proposal copy.
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Pro
Team workflow
$149/month
For teams that need teammate access, 25 GB shared project files, imports, roles, and bulk library updates.
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Project files
5 GB workspace project files
25 GB shared workspace files
Team access
Owner only
Owner plus up to five teammates
Library work
Saved products and services
Imports and bulk library tools
Both plans include PDF export, signing links, proposal status, accepted-proposal QuickBooks prep when connected, and AI-assisted proposal copy. Project file storage is shared at the workspace level.
Plan and access
Team access
Pro adds teammate access with role controls for proposals, project files, library work, billing, margins, team settings, and QuickBooks Online settings.
Pro seats
Pro includes owner access plus up to five teammates. Trial and Core are owner-only.
Sales
Sales can work assigned proposals, use saved items, and access allowed project files while role-based access restricts cost, margin, billing, team settings, QuickBooks Online settings, and library administration.
Library Manager
Library Managers can maintain product items, imports, and details while role-based access restricts proposals, billing, team settings, QuickBooks Online settings, cost, and margin.
Frequently Asked Questions
What does PropoKit keep together?
Projects, saved products and services, project files, proposal details, PDF exports, signing links, status, and QuickBooks Online invoice prep.
How is PropoKit different from a proposal template?
A template helps you make one document. PropoKit manages the project around it: saved items, scope, pricing, files, export, signing, status, and follow-up.
Is PropoKit a proposal builder or proposal management software?
Both. It includes proposal building, plus the project pipeline, reusable library, PDF and signing workflows, status, and accepted-proposal QuickBooks prep when connected.
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 trial and on Core. Pro unlocks price-list import, plus bulk library updates so you can refresh pricing without rebuilding items one by one.
What changes during the 14-day trial?
The 14-day trial lets you go through the real workflow before the first subscription charge. 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.
Win the next job with a cleaner proposal
If one extra accepted project pays for the year, the proposal system matters.