One estimate.Three ways to say yes.
Lead with a video, add a personal introduction, build up to three packages, and offer every extra that fits. Your customer chooses the complete scope and approves it from one link.
Proposal for Sarah Mitchell
Water heater options
YOUR PROPOSAL
Water heater options
Prepared by Golden Bear Home Services
A single price starts a price fight.
Give them a decision, not a dead end.
When the customer only sees one number, the easiest response is “Can you do it cheaper?” Three clear options move the conversation from price to value.
Good
The work they need
$2,850
Better
The value most choose
$4,400
Best
The complete result
$6,950
Build it with the tools you already know.
Packages, not paperwork.
Pull in price book items, change the scope, and show exactly what each level includes. Your team can build a polished proposal without rebuilding the estimate three times.
- Use familiar price book and custom line items
- Keep each option clear and easy to compare
- Offer as many optional add-ons as the job needs
Proposal option
Better
Add-ons to offer
Optional extras customers can select.
Golden Bear Home Services
Proposal #1048 for Sarah Mitchell
A quick note before you choose
Sarah, we put together three ways to replace your water heater. Watch the quick walkthrough, choose the system that fits your home, then add any extras you want included.
Choose your package
One clear choice, with the scope included.
Optional add-ons
Select any extras you would like included.
Better package + 2 add-ons
$4,838
Your best salesperson can be in every proposal.
Video first. Options next. Add-ons ready.
Add a YouTube walkthrough and reusable introduction in Estimate Settings. Every proposal opens with the context behind the work, then lets the customer build the result they want.
- Embed one YouTube video at the top
- Explain the recommendation in your own words
- Let customers select multiple add-ons before approval
From proposal to scheduled work.
Sales Proposals fits the estimate workflow already running your business. The new choice happens inside the same path to the job.
Step 1
Build the whole offer
Group price book items into packages, then add every optional upsell that fits the job.
Step 2
Send one link
Your customer gets one clean proposal by text or email.
Step 3
They choose
They watch your video, choose a package, select add-ons, and see the combined total.
Step 4
Turn yes into work
The approved option is ready for the job workflow you already use.
- businesses run on Autopilot
- 400+
- Google Play rating
- 4.9
- App Store rating
- 4.8
- per month starting price
- $49
Turn every proposal into your best sales conversation
Show the why, offer clear packages, add the right upsells, and turn the customer's complete choice into scheduled work.
Sales proposal questions
Straight answers about packages, videos, and add-ons.