Shared project work
Let teammates work from the same project record instead of separate files and messages.
Team Workflow
Give your team access without losing control of the proposal workflow.
PropoKit Pro gives teams the same complete proposal workflow as Core, with teammate access, shared project files, shared proposal library, imports, bulk updates, role controls, and more storage.
Core is for one owner. Pro is for teams that need shared access and controlled collaboration.
The proposal workflow should not live in one person’s head
As a business grows, proposals often involve more than one person. Someone may collect job details, someone may build scope, someone may manage products and services, and someone may follow up with the customer. PropoKit Pro keeps that work connected without turning every teammate into an account owner.
Shared proposal assets
Keep products, services, pricing details, and proposal content reusable across the team.
Controlled access
Use roles and permissions so teammates can help without seeing or changing everything.
Roles that match real work
Owner
Manages billing, team settings, account access, QuickBooks settings, proposal library, projects, and company defaults.
Good for:Business owner or account administrator.
Sales
Works on assigned proposals, uses saved items, accesses allowed project files, and helps move proposals forward.
Restricted from:Billing, account settings, team administration, QuickBooks settings, and sensitive controls.
Library Manager
Maintains product and service items, imports, descriptions, and library details so the team can build proposals faster.
Restricted from:Billing, team settings, customer billing controls, and unrelated proposal access.
Keep shared assets consistent
Teams move faster when they are not rebuilding the same products, services, scope notes, and proposal content every time. PropoKit Pro helps keep the shared proposal library organized so the team can reuse trusted work.
Saved products and services
Keep reusable items, descriptions, pricing, and details in one library.
Shared scope content
Reuse wording and sections that already work.
Bulk library updates
Update larger item lists without editing everything one by one.
Cleaner proposal output
Keep proposals more consistent across team members.
Team access without accounting chaos
PropoKit helps teammates work on the proposal workflow before accounting begins. QuickBooks remains the accounting system of record, while PropoKit keeps project details, files, scope, pricing, follow-up, and accepted-work prep organized.
Team work in PropoKit
- Shared projects
- Proposal sections
- Project files
- Saved products and services
- Follow-up status
- Role-based access
- Accepted-work prep
Accounting in QuickBooks
- Customers
- Invoices or estimates
- Payments
- Accounting reports
- Bookkeeping records
- Accounting permissions
When Pro is the right fit
Pro is the right fit when one owner is no longer the only person helping with proposals, files, library items, or follow-up.
Good-fit signs
- You have teammates helping with proposals.
- You need shared project files.
- You want one shared product and service library.
- You need roles and permissions.
- You manage more files and reusable proposal content.
- You want teammates to help without sharing the owner account.
Not needed if
- One person handles the entire workflow alone.
- You do not need shared access yet.
- You are still validating the workflow as a solo owner.
Core for one owner. Pro for teams.
Core gives one business owner the complete workflow. Pro gives teams the same workflow with teammate access, shared files, shared proposal library, imports, bulk updates, role controls, and 25 GB shared storage.
Frequently asked questions
Is Pro required for one owner?
No. Core is built for one business owner who wants the complete proposal workflow without team access.
How many teammates are included in Pro?
Pro includes owner access plus up to five teammates.
Can teammates have different roles?
Yes. Pro is designed for controlled access so teammates can help with the workflow without getting full owner-level control.
Can team members access every project?
Access should follow the project and role permissions configured in the app. The goal is to let teammates work where they are allowed without exposing everything.
Does Pro change the core proposal workflow?
No. Pro includes the same complete workflow as Core, then adds team access, shared files, shared library, imports, bulk updates, role controls, and more storage.
Does team workflow affect QuickBooks?
QuickBooks remains the accounting system of record. PropoKit manages the proposal workflow and accepted-work preparation before accounting begins.
Bring your team into the proposal workflow.
Use PropoKit Pro to share projects, files, proposal content, and follow-up without giving up control.