Giving clients a quote is a crucial first step for many jobs. But, it’s also time consuming when you need to help them understand what they’re looking at, the value they’ll get, and what options they have. Proposals are next-level quotes, letting you give clients more detail, choice and control in the buying process.
Drag-n-Drop
A new, intuitive interface. Drag and drop Text, Material & Gallery sections to build the proposal how your client will see it online.
Text Sections
Use text blocks to provide more information and detail. Add as many text sections as needed.
Photos & Files
Insert a Gallery to show what products look like, attach photos of past work, or include brochures.
Flexible Sections
Add as many sections as you need. Break the proposal into different stages or areas of work, to make it easier to understand.
Multiple Choice
Use Multiple Choice sections to let customers choose from different qualities, colours, styles or scopes.
Optional Extras
Each Material section includes a subtotal, to help clients get a cost breakdown of each element to your proposal.
Subtotals
Make one-off changes to a Bundle to suit the job — add or delete items, adjust quantities or modify pricing.
Auto Templates
Start a proposal from a blank template, or use a previous proposal from another job.
Auto Update
If a client requests changes, simply edit the proposal in ServiceM8 to update the client’s online view.
Auto Save
All changes are automatically saved as you go. You can open, edit & close, without worrying about losing your work.
Smart Writing Helper
Use the Smart Writing Helper to Auto-Write, Improve Writing, Shorten or Lengthen text.
Collaborate
Open and work on the same proposal with other team members, at the same time.
Undo
Make a mistake? To undo, simply hit Control + Z (Windows) or Command + Z (Mac).
View Button
Include your proposal as a smart attachment for clients to click 'View' and see their proposal online.
Section Titles
Give Text, Material & Gallery sections a bold title to break down your proposal and help clients understand.
Learn More
How to Upgrade to ServiceM8 12
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