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Follow a real proposal workflow from first phone call to accepted job.

PropoKit is Proposal workflow software for contractors and service businesses. It is not accounting software, a generic AI tool, or a QuickBooks replacement. It keeps the project, customer, files, proposal, follow-up, and accepted-proposal handoff together before accounting begins.

Project Customer Files Scope Follow-Up Acceptance QuickBooks Prep

The story this page follows

Each section answers the same question: What happens next?

  • Start with the job, the customer, and the files.
  • Build the proposal with reusable content and AI-assisted drafting where it helps.
  • Deliver, follow up, and keep versions and status visible.
  • Move accepted work toward QuickBooks while the team stays aligned.

What happens next?

The workflow should feel like moving one real job forward, not bouncing between disconnected tools.

Project foundation

Start with the project, the customer, and the files.

The first conversation becomes a working record. PropoKit keeps project setup, customer records, Project Files, and the next proposal steps connected so the job does not start as a blank document.

Project setup Customer records Project Files Project status

Outcome: the job has a real home before anyone starts writing proposal content.

PropoKit dashboard showing project status and proposal activity

The dashboard keeps jobs, customer context, and status visible instead of scattering them across separate tools.

Proposal build

Turn the job into a client-ready proposal.

Once the job is set up, PropoKit moves into proposal creation: cover page, company introduction, Scope of Work, Objectives, Products & Services, Pricing Summary, and Terms and Conditions. AI-Assisted Drafting helps speed up the first pass without changing what the workflow is for.

Cover page Company introduction Scope of Work Objectives Products & Services Pricing Summary Terms and Conditions AI-Assisted Drafting

Outcome: the proposal becomes a structured workflow asset, not just a one-off quote.

PropoKit proposal workspace with reusable products, services, and pricing controls

Reusable products, services, pricing, and guided drafting keep the proposal tied to the real job instead of rebuilding from scratch.

Delivery and follow-up

Deliver the proposal and keep follow-up visible.

After the proposal is built, the next step is delivery and follow-up. PropoKit keeps Proposal Versions, PDF export, signing links, QR codes, email drafts, and proposal status together so delivery does not end the workflow.

Proposal Versions PDF export Signing links QR codes Email drafts Proposal status

Outcome: follow-up becomes part of the system, not a separate memory task after the PDF goes out.

PropoKit proposal cover page and preview ready for PDF and signing delivery

Delivery is not just export. It includes client-ready output, share paths, and a clear way to keep the proposal moving.

Acceptance and handoff

Accepted work moves toward QuickBooks and team collaboration.

When the customer says yes, the workflow does not restart somewhere else. Accepted proposal data can be prepared for QuickBooks when connected, while team collaboration keeps project access, shared files, and shared proposal assets aligned.

Accepted proposal QuickBooks preparation Team collaboration Shared project files Shared proposal library

Outcome: QuickBooks stays the accounting system of record, while PropoKit manages everything that happens before accounting.

PropoKit proposal analytics and status dashboard with accepted proposal visibility

Proposal status, accepted work, and next actions stay visible so teams know what to hand off and what still needs follow-up.

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 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.

Start Trial See Pricing