Project, customer, files
Create the client and job once. Store customer details, project files, scope, pricing, and proposal status with that project.
Proposal workflow software for contractors and service businesses
PropoKit
Win one extra job and PropoKit pays for itself.
Keep the project, customer, files, scope, pricing, delivery, and follow-up together before anything reaches QuickBooks.
14-day trial. Core $79/mo. Pro $149/mo. QuickBooks starts after acceptance.
14-day trial. Core $79/mo. Pro $149/mo. QuickBooks starts after acceptance.
Job-based proposal workflow
From first phone call to accepted proposal
PropoKit is proposal workflow software. QuickBooks stays the accounting system of record, and PropoKit manages what happens before accounting.
Build the proposal
Reuse saved products, services, and scope content, then use AI-assisted drafting where it helps speed up the first pass.
Delivery, follow-up, acceptance
Export the PDF, share the signing link, track follow-up, and prepare accepted work for QuickBooks when connected.
Product tour
See the workflow in action
The full Product Tour follows a real job from project setup to delivery, follow-up, accepted proposal, and QuickBooks preparation.
When QuickBooks Online is connected, invoice prep starts from accepted proposals. See the full Product Tour.
Proposal workflow
Proposal workflow, not just proposal export
Create the job once, build the proposal, deliver it cleanly, and keep the next step visible until the work is accepted.
Project
Keep the job in one place
Client details, project files, scope, pricing, and status stay tied to the project.
Library
Reuse the work you trust
Add saved products, services, pricing, and scope notes instead of starting from a blank page.
Proposal
Send a clean client view
Export a polished PDF, share a signing link, and use AI-assisted drafting to speed up the proposal before it reaches the customer.
Follow-Up
Know what happens next
Move proposals from Draft to Sent, Accepted, Declined, or Archived so follow-up and accepted work stay clear.
QuickBooks Online, when the job is accepted
QuickBooks remains the accounting system of record. Connect it when you want accepted proposal work prepared for invoicing. Drafts stay out of accounting.
QuickBooks Online
Sync customers and create or update invoices from accepted proposals only.
Accepted proposals
Pricing for the complete workflow
Core is the complete workflow for one business owner. Pro is the same complete workflow for a team with shared assets, imports, role controls, and more storage.
14-day trial. Core $79/month. Pro $149/month. Annual billing saves 20%.
Core
Complete workflow for one owner
$79/month
For one business owner who needs projects, files, proposal pages, delivery, follow-up, AI-assisted drafting, and QuickBooks preparation in one workflow.
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Pro
The same workflow for a team
$149/month
For teams that need the same complete workflow with teammate access, shared files, shared proposal library, imports, bulk updates, role controls, and 25 GB storage.
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Project files
5 GB project file storage
25 GB shared project file storage
Team access
Owner only
Owner plus up to five teammates
Shared assets
Owner-managed proposal library
Shared proposal library, imports, and bulk updates
Every plan includes AI-assisted proposal drafting, Scope of Work, Objectives, Terms and Conditions, PDF export, signing links, proposal versions, email drafts, proposal status tracking, and QuickBooks preparation when connected.
Plan and access
Team access
Pro keeps the same complete workflow intact and adds teammate access, role controls, team project access, shared files, shared proposal library, and larger storage.
Pro seats
Pro includes owner access plus up to five teammates. Trial and Core are owner-only.
Sales
Sales can work assigned proposals, use saved items, and access allowed project files while role-based access restricts cost, margin, billing, team settings, QuickBooks Online settings, and library administration.
Library Manager
Library Managers can maintain product items, imports, and details while role-based access restricts proposals, billing, team settings, QuickBooks Online settings, cost, and margin.
Frequently Asked Questions
What does PropoKit keep together?
Projects, customer records, project files, proposal details, proposal versions, PDF exports, signing links, status, follow-up, and QuickBooks preparation when connected.
How is PropoKit different from a proposal template?
A template helps you make one document. PropoKit manages the job around it: project details, files, scope, pricing, delivery, follow-up, and accepted-proposal handoff.
Is PropoKit a proposal builder or a proposal workflow platform?
PropoKit is proposal workflow software. It includes proposal building, plus the project, files, delivery, follow-up, accepted-proposal QuickBooks preparation, and team collaboration around the job.
Can I use it for my industry?
Yes. You can create and organize your own products and services, so the workflow fits a wide range of service businesses.
Can I import my existing data?
You can review the import flow during the trial and on Core. Pro unlocks price-list import, plus bulk library updates so you can refresh pricing without rebuilding items one by one.
What changes during the 14-day trial?
The 14-day trial lets you go through the real workflow before the first subscription charge. Trial PDF exports keep the PropoKit footer and watermark on until you move to a paid plan.
Is this only for large teams?
No. PropoKit works well for solo operators, growing service businesses, and small teams that send proposals regularly.
Win the next job with a cleaner proposal
If one extra accepted project pays for the year, the proposal system matters.