Close more deals, faster
Accurate, professional proposals in minutes
Build a priced proposal from a template, know your margin before you send it, and let customers review and accept online. Turn the winners into signed contracts with deposits and a draw schedule — without re-keying a thing.
Bell Residence
Inground Pool + Spa
Okafor Estate
Pool + Hardscape
Ramirez Backyard
Gunite Pool
Whitfield Project
Pool Renovation
Nguyen Residence
Fiberglass Pool
From template to signed contract
Four steps, one place.
Build
Start from a template, pick options, and let the builder assemble a priced proposal in minutes.
Price
Live totals and a profitability panel show your margin before the customer ever sees it.
Send
Email a polished, customer-facing proposal they can open and review on any device.
Sign
Turn it into a contract, collect e-signatures and a deposit, and convert it to a job.
Build a priced proposal in minutes
Start from a template and work through it section by section. Pick options, add line items, allowances, discounts, and extras — and the project total recalculates the instant you change anything. No spreadsheets, no manual math, no pricing mistakes.
- Reusable templates with sections and options
- Line items, allowances, discounts, and miscellaneous charges
- Totals that update live as you build
- Clone a winning proposal for the next customer
Gunite Pool Package
Template · 3 sections
Pool Package
Gunite Shell — 16′ × 32′
Structure
Tile & Coping — Travertine
Finishes
Equipment — Pentair IntelliFlo
Equipment
Landscaping
Pass-through
Spring Promo
Discount
Know your margin before you send
Every proposal carries a live profitability panel — subtotal, total cost, gross and net margin, operating expenses, and net profit. Allowances stay out of the margin math, so the numbers are honest. Set a minimum margin and thin deals need a manager's approval before they go out.
- Gross and net margin on every proposal
- Operating expenses factored into net profit
- Allowances kept out of cost and margin
- Minimum-margin approval gate for thin deals
Project Profitability
A proposal customers love to open
Send a clean, branded proposal your customer opens right in their browser — no login, no PDF wrestling. They review the scope and price on any device and accept online, and you see the moment they view it.
- Branded, professional customer-facing view
- Opens in any browser — no account required
- Accept online from a phone or laptop
- See when a proposal is viewed
Your Pool Proposal
Prepared for the Bell Residence
No login required · Opens on any device
Signed, deposited, and ready to build
Turn an accepted proposal into a contract and send it for legally binding e-signature through SignNow. Route it to multiple signers in order, collect the deposit on signing, and track it from sent to partially signed to signed — all without leaving Ardovia.
- Legally binding e-signatures via SignNow
- Multiple signers with a set signing order
- Deposit collected the moment it's signed
- Live status: sent, partially signed, signed
Contract #C-1042
Sent for signature via SignNow
Signers · in order
Marcus Bell
Homeowner
Dana Bell
Co-owner
Blue Horizon Pools
Contractor
Payment schedules and sales tools, built in
Attach a deposit and progress-payment schedule tied to your build phases, and hand customers a side-by-side comparison that shows exactly how your quote stacks up against the competition.
Deposit
Due at signing
Draw 1
Excavation
Draw 2
Gunite / Shotcrete
Draw 3
Tile & Deck
Final
Completion
Deposit plus progress draws tied to phases like excavation, gunite, and completion — with percentages and amounts calculated for you.
A line-by-line comparison sheet lets you drop in a competitor's quote and show customers the value behind your price.
Everything the proposal builder does
Template-based builder
Start from a reusable template, choose options section by section, and a complete, priced proposal builds itself as you go.
Real-time pricing
Line items, allowances, discounts, and miscellaneous charges all roll into a project total that updates the instant you change anything.
Profitability built in
See subtotal, cost, gross and net margin, operating expenses, and net profit on every proposal — before you send it.
Margin approval
Set a minimum net margin and any proposal that dips below it needs a manager's sign-off before it can go out.
Allowances & discounts
Add pass-through allowances that stay out of your margin math, and discounts that cleanly reduce the customer's total.
Customer-facing view
Send a clean, branded proposal customers open in a browser — no login — and accept online from their phone.
Contracts & e-signature
Convert a proposal to a contract and collect legally binding signatures — in order, from multiple signers — through SignNow.
Draw schedules & deposits
Attach a deposit and progress-payment schedule tied to build phases, and collect the deposit the moment the contract is signed.
Comparison sheets
Put your proposal next to a competitor's, line by line, to show customers exactly what they're getting for the price.
Full version history
Every edit, PDF, and email is tracked, so you can see exactly what was sent, when, and what changed between versions.
Clone & reuse
Duplicate a winning proposal for the next customer and tweak it, instead of starting from a blank page every time.
Convert to a job
A signed proposal flows straight into a job — customer, scope, pricing, and draw schedule all carried across.
Frequently asked questions
How fast can I build a proposal?
Minutes. Start from a template, work through the sections choosing options, and the builder assembles a fully-priced proposal as you go — no spreadsheets and no manual math.
Will I know my margin before I send it?
Always. Every proposal has a profitability panel showing your subtotal, total cost, gross and net margin, operating expenses, and net profit. You can even set a minimum margin that requires manager approval before a thin deal can go out.
How do allowances and discounts work?
Allowances are pass-through line items — they show on the customer's total but are deliberately kept out of your cost and margin math. Discounts reduce the customer's project total directly. Both update the totals live as you add them.
What does the customer actually receive?
A clean, branded proposal they open in their browser from an emailed link — no account needed — and review on any device. When they're ready, they can accept it online.
Can customers sign electronically?
Yes. Convert the proposal to a contract and send it for legally binding e-signature through the built-in SignNow integration. Route it to multiple signers in order, collect a deposit on signing, and watch the status move from sent to partially signed to signed.
What happens after it's signed?
The signed proposal converts into a job with the customer, scope, pricing, and draw schedule carried across — so nothing is re-keyed and the build starts on the right foot.
Ready to close more deals?
Build accurate proposals in minutes, protect your margin, and close more of them with online accept and e-signature.
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