For AV and low-voltage integrators
Turn site-visit notes, equipment choices, and installation work into a clear audio video proposal. PropoKit keeps your customer, scope, reusable items, pricing, files, and approval together, whether you quote home audio, meeting-room systems, security, or smart-home projects.
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Example: a customer wants better sound and a simpler TV setup in their living room. You have site photos and an agreed outline, but still need to explain the work and price it. Here is how a small integration business can build that proposal without starting from a blank document.
Create the customer's project and attach the site photos. Write the Scope of Work around the agreed installation and the result the customer wants. Keep exclusions clear rather than adding work they did not request.
Add your saved products and services, organize the proposal by room or section, and review quantities, selling prices, and tax. Your library holds your item descriptions, images, and pricing; it is not a live manufacturer catalog or dealer-price feed.
Review the scope, items, total, and terms, then export a PDF or share a signing link. Keep the proposal status with the project. Once accepted, review the QuickBooks invoice handoff instead of retyping the job.
The same flow works for other quoted projects; the equipment and scope come from you. Explore the product tour or see how shared proposals and role controls work for teams.
| Your task | In PropoKit | Important limit |
|---|---|---|
| Build and price the proposal | Reuse scope, products, services, images, and pricing | You maintain your library and confirm the equipment and quantities |
| Get customer approval | Export a PDF, share a signing link, and track proposal status | Review customer-facing content before sending |
| Track ordered materials | Record ordered, shipped, and received quantities for a tracked project | Enable tracking for that accepted project first; this is not warehouse inventory or a purchasing system |
| Prepare the accounting handoff | Reuse customer and item details for QuickBooks Online | A connection and required details are needed; invoices require accepted work |
Need manufacturer catalogs, engineering, warehouse inventory, or installation scheduling? Use the AV integrator software comparison to evaluate D-Tools Cloud, WeQuote, and Jetbuilt alongside PropoKit. This page covers the PropoKit workflow, not a claim to replace every integrator tool.
No. PropoKit helps you prepare, price, deliver, and track proposals. It does not design AV systems or replace engineering, live manufacturer catalogs, warehouse inventory, or installation scheduling tools.
Small contractor and integration teams that want professional proposals, organized project context, signing, follow-up, and a focused QuickBooks handoff without a broad operations suite.
PropoKit reduces repeat entry by reusing your saved scope, products, services, and pricing. You still select the equipment, confirm quantities, review totals, and approve what goes to the customer. It does not choose or engineer a system for you.
Yes. Save your products and services with descriptions, images, and pricing, then reuse them in proposals. Pro adds imports and bulk library updates. Check the Core and Pro plan details before choosing.
Use your own scope, equipment, services, and customer details. A payment method is required for 14 days of full access, with no subscription charge today. See pricing and trial terms.
Start freePropoKit workflow reviewed September 5, 2026. The living-room example illustrates a workflow, not a completed customer project or a guaranteed result. Competitor comparisons are maintained separately on the linked comparison pages.