OOTB Contractor vs Proposal Builder

Out of the Box Contractor has a full toolbox for General Contractors and professionals in other fields. • Contract templates • Customer database • Cost calculations (including expression support) • Ready-to-send document generation (PDF export) • Contract versioning • Payment schedules (select templates, Basic or Pro only) • Invoicing • Notes Invoicing features: • Import invoices from CSV, with field mapping • Export invoices to CSV • Stripe payment link creation (using a Restricted API Key, see documentation) Type in your info and items, pick your client info from Contacts, send the ready-to-sign contract as a PDF. Free (Lite) version lets you try it out with a single contract and single invoice at a time, using simple templates. With the Basic subscription you can have an unlimited number of contracts and line items, and you'll be able to use downloadable templates either from your parent company or our website. Pro subscription lets you create custom templates for setting up structured sets of work tasks, create easy pricing calculations using unit multipliers and variable-based expressions, that you can then use or share with your subsidiaries. Invoicing is included with both Basic and Pro subscriptions. The EULA (End-User License Agreement) for the app and subscriptions can be found at: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ And our privacy policy is at: https://outofthebox.software/index.php/ootb-applications-privacy-policy/

Generating and sending proposals from your phone or tablet while you’re with the customer, at your office or on your couch, has never been easier. Propodeal helps you to create proposals faster and with less typing, all from your mobile device. We already created a bank of presets for you, of most common remodeling projects, so you’ll have an easy start. Suitable for remodelers, estimators, salespeople, lead providers and other remodeling professionals. Ideal for multiple remodeling projects, from single trades to multi trade projects such as Kitchen remodel Bathroom remodel Full house renovation Garage remodel Addition ADU Design and planning Doors Windows Flooring Painting and more. KEY FEATURES: Automated scope of work: - Create the scope of work using dropdown choices, minimizing the need for typing your scope and making it easier to make changes in the future. Use auto-scope modules for a list of trades that keeps growing - Demolition, Framing, Electrical, Plumbing, Insulation, Drywall, Wet Walls, Cabinets, Countertop, Painting, Tile and Stone, Wall Finishes, Doors, Windows, Flooring and more. - Get notes and exclusion added automatically to your scope based on keywords found in the scope. - Pre-define information that you always wish to include in your proposals, regardless of scope. Professional and customized proposal layout: - Include a cover page, an intro page and even upload pre-designed pages to include testimonials, project examples and other related info to your proposals. - Easily switch between pricing methods and have your scope of work layout updated instantly - Lump Sum, Price per Product ( Kitchen Remodel, Bathroom Remodel, etc. ), Price per Section ( Demolition, Framing, etc. ), Ballpark or without price, just to let the customer review the scope. New way to collaborate with team members: Collaborate with your other team members in a decentralized way, all from within the Propodeal app. - Have proposal opportunities added to your pipeline by your manager, dispatcher, lead provider, designer or realtor. - Assign proposal to your team members, to get bids from your sub contractors, estimates and material take-offs from estimators, assign it to a salesperson, or simply to consult with your professionals such as architects, engineers or others, by authorizing them a limited access your proposal’s scope of work, job photos, video, plans, designs and any other related info. - As a lead provider, offer opportunities to contractors while being able to keep track on proposal delivery progress. - Communicate with all your team members through one platform, keeping all communication organized on each proposal. - Share your products library with other team members. A shared products library is a great way to enjoy a wide selection of products from which you can create your next proposal. Each product can also contain pricing info that will make it easier for salespeople to price their proposals while on site. Terms of Use: https://propodeal.com/terms