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Product Tour

See what PropoKit actually does for a contractor workflow.

Follow a real proposal workflow from first phone call to accepted job. PropoKit gives contractors and service businesses one place to manage the job before accounting: projects, customers, files, proposal sections, products and services, pricing, delivery, follow-up, accepted work, and QuickBooks preparation.

Project Customer Project Files Scope Follow-Up Acceptance QuickBooks Prep

What you use inside PropoKit

The product is built around the work that happens after a lead comes in and before the job moves to accounting.

  • Dashboard for active projects, status, and the current job.
  • Proposal builder with scope, objectives, items, pricing, and terms.
  • Delivery tools for PDF export, signing links, email drafts, and status.
  • Accepted-work preparation for QuickBooks when the job is won.

A product tour by screen.

These are the main product areas customers use to organize a job, build the proposal, send it, follow up, and prepare accepted work.

Dashboard

See every active project and pick up the current job fast.

The dashboard shows project counts, status, attention items, the current project, and quick actions so a contractor can keep moving without searching through separate files or apps.

Project list Status filters Current project Quick actions

Product result: the job has one home before the proposal is written.

Dashboard and current project PropoKit dashboard showing project counts, current project, project files, and proposal status
Project count Current project Project Files Status filters

The dashboard keeps project status and the next action visible.

Proposal builder

Build the proposal from real project details.

PropoKit gives the proposal its working sections: Cover Page, Company Intro, Scope of Work, Objectives, Products & Services, Pricing Summary, and Terms and Conditions. Reusable items and AI-Assisted Drafting help create the first draft faster.

Scope of Work Objectives Pricing Summary AI-Assisted Drafting

Product result: the proposal is built from organized job data, not a blank document.

Proposal Items workspace PropoKit proposal items workspace showing products, services, pricing controls, quantity, and proposal actions
Products Services Pricing Proposal actions

Proposal Items connect products, services, quantities, pricing, and actions in one workspace.

Delivery

What happens next?

When the proposal is ready, PropoKit keeps the delivery tools close: PDF export, signing links, QR codes, email drafts, Proposal Versions, and status tracking.

PDF export Signing links Email drafts Proposal status

Product result: delivery and follow-up stay connected to the same project.

Client-ready delivery PropoKit proposal cover page preview with client details, proposal image, signing QR code, and website QR code
PDF preview Signing QR Website QR Client details

Client-ready delivery tools keep the proposal moving after it leaves the builder.

QuickBooks preparation

Prepare accepted work for QuickBooks without retyping the job.

After a proposal is accepted, PropoKit can prepare the customer, address, line items, service details, cost, sell price, margin, tax, and payment context for QuickBooks when connected.

Accepted proposal Customer details Line items Invoice prep

Product result: QuickBooks stays accounting, while PropoKit handles the proposal-to-accepted-work workflow.

PropoKit
  • Accepted project
  • Customer and address
  • Items, services, cost, sell price
  • Margin, profit, tax, down payment
QuickBooks
  • Customer record
  • Estimate or invoice prep
  • Payment follow-through
  • Accounting stays in QuickBooks
Accepted work Customer data Line items QuickBooks prep

PropoKit keeps the proposal workflow organized, then prepares accepted customer, item, pricing, and payment context for QuickBooks.

What PropoKit is and is not

Proposal workflow software

PropoKit is built for contractors and service businesses that want one workflow from project setup through accepted proposal.

Not a QuickBooks replacement

QuickBooks remains the accounting system of record. PropoKit is not accounting software; it prepares accepted proposal work before accounting starts.

Not just a PDF generator

Files, versions, follow-up, status, and team collaboration stay in the workflow instead of ending at export.

Ready to see how the workflow fits your business?

Use the pricing page to compare Core and Pro, or start the trial when you are ready to run a real job through the workflow.

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