Proposal Builder vs Invoty

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

Make a professional estimate or invoice in a minute, send it as a PDF or a link, and see the moment your client opens it. Clients approve and sign your estimate on their phone — no app, no account. One tap turns it into the invoice. Made for one-person businesses: contractors, handymen, cleaners, landscapers, painters and freelancers. ESTIMATES & INVOICES • Line items, quantities, discounts, tax and notes — totals that are always right • Turn an estimate into an invoice, duplicate a job, issue a credit note • Receipts, work orders, purchase orders and client statements from the same data • Recurring plans prepare the next invoice as a draft for you to check • Every change saves itself. You never lose a document CLIENT APPROVAL & E-SIGNATURE • Share a link: your client reads the document, approves it and signs with a finger • The signature and its date land on the paper and the PDF GOOD / BETTER / BEST • Offer three options on one estimate and let the client choose • The invoice follows the option they picked KNOW WHEN IT'S OPENED • See when a shared estimate or invoice is viewed, approved or signed • Overdue invoices come to you first: Invoty tells you and prepares the reminder for you to send 100+ LOOKS • Templates, accent colors and typefaces, with your logo on every page • What you see on screen is exactly the PDF your client gets DEPOSITS & PAYMENTS • Ask for a deposit, record partial payments by cash, check or bank transfer • Your own payment details and links print on every invoice • A PAID stamp when the balance reaches zero EXPENSES & REPORTS • Scan a receipt and the total is filled in • Income, outstanding and expense reports, exported as PDF or CSV YOUR DATA STAYS YOURS • No account, no login. Everything syncs through your private iCloud • Works offline — links go out when you are back online • iPhone and iPad • Export all your data at any time, subscription or not • Documents in English, Spanish, German, French, Portuguese or Dutch, whatever language your phone speaks HONEST PRICING • No document limits, no watermarks. Creating, editing and keeping documents is never locked • Invoty Pro unlocks sending: email, share a link, save as PDF, print • Choose a weekly or yearly subscription, or a one-time lifetime purchase. The price is shown in the app before you buy • Payment is charged to your Apple Account when you confirm the purchase. A subscription renews automatically unless it is canceled at least 24 hours before the end of the current period; the renewal is charged within the 24 hours before the period ends. Manage or cancel it in Settings › your name › Subscriptions Terms of Use: https://kivios.xyz/invoty/terms Privacy Policy: https://kivios.xyz/invoty/privacy