A plan for every stage of your business.

Early access is coming soon. Join the waitlist and pick a plan when you're ready. Annual billing saves you two months.

Starter
$35$29/mo
Billed monthly · base price
Billed $348/year · 2 months free
2 users included· +$10/extra user, up to 4 total

Everything you need to send proposals and organize work.

Join the waitlist
Includes
  • Unlimited proposals & contracts
  • Built-in e-signatures + audit trail
  • Reusable line-item catalog
  • Job punchlists
  • Client & contact management
  • View tracking
Most popular
Pro
$71$59/mo
Billed monthly · base price
Billed $708/year · 2 months free
5 users included· +$10/extra user, up to 10 total

Everything in Starter, plus QuickBooks integration and more advanced workflows.

Join the waitlist
Everything in Starter, plus
  • Attachments on proposals
  • One-way QuickBooks sync
  • Proposal expiry & auto-reminders
  • Interactive quoting
  • Priority support
Team
$131$109/mo
Billed monthly · base price
Billed $1,308/year · 2 months free
7 users included· +$10/extra user, up to 20 total

For larger teams that need API access and deeper integrations.

Join the waitlist
Everything in Pro, plus
  • API access
  • Full two-way QuickBooks sync
  • Custom template & content library
  • Document-level analytics
  • Priority support & onboarding
14-day free trialNo credit card requiredCancel anytimeYour data stays yours
Compare

Starter vs. Pro vs. Team, in detail

Feature
Starter
Pro
Team
Plan access
Users / seats
2 included, up to 4
5 included, up to 10
7 included, up to 20
Proposals
Proposals per month
Unlimited
Unlimited
Unlimited
Rich text editor
Attachments
Duplicate proposal
Built-in trades templates
Custom boilerplate text
Proposal activity notifications
Custom branding
Proposal expiry & auto-reminders
Coming soon
Coming soon
Interactive quoting
Coming soon
Coming soon
Custom template & content library
Coming soon
Contracts & e-signature
E-signature
Countersignature flow
Signed-contract audit trail
Projects & team
Punch lists (printable per line item)
Task delegation
Coming soon
Coming soon
Change orders
Coming soon
Coming soon
Catalog & data
QuickBooks catalog management
Hand-entered catalog items
Unlimited
Unlimited
Unlimited
Integrations
QuickBooks sync
One-way (from QB)
API access
Webhooks
Contacts & CRM
Client / contact management
Contact role classification
Auto lead capture
Auto customer conversion
Analytics & reporting
Basic engagement metrics
Document-level analytics
Coming soon
Security & support
Email / password sign-in
Google SSO
Support
Email / docs
Priority email
Priority email
Guided setup with our team

Common questions

What happens after the free trial?+

Once we launch, every plan starts with a 14-day free trial. After that, pick a plan to keep going. We'll remind you before it ends, and we never charge a card you didn't enter. Everything you've already made stays right where it is.

Can I change plans later?+

Yes — upgrade or downgrade anytime from settings. Changes take effect on your next billing date, and we prorate the difference so you only pay for what you use.

What counts as a user?+

Anyone with their own login to your account — you, a business partner, or a crew lead. Clients who view or sign your proposals are always free and never count toward your seats.

Do you store my client data?+

Yes, securely — and it's yours. We never sell it or hand it to anyone else, and you can export or delete it whenever you like.

Is the e-signature legally binding?+

Yes. Every signature carries a full audit trail — timestamp, IP address, and signer — so a signed contract holds up the same as one signed in person.

Can I cancel anytime?+

Anytime, with no phone call and no retention maze. Cancel from settings in a couple of clicks and you keep access through the period you've already paid for.