Frequently Asked Questions

Proquotely helps contractors build professional, accurate proposals fast, and send them in a format that actually wins jobs. You enter your scope, labor and materials, and Proquotely produces a clean, branded proposal PDF your clients can review and approve. No more Excel sheets or Word docs that look like they were formatted in 2003.

We built this program with the small and mid-sized contractor in mind. This really is a one size fits all program that can fit all firms that are serious about their work but don't have a dedicated estimating department. If you're doing your own bids and proposals, Proquotely was built specifically for you.

Any trade that submits proposals or estimates. Contractors using Proquotely include, but not limited to, General Contractors, MEP contractors, concrete/steel contractors, and any specialty subcontractors. The platform adapts to your scope; you're not locked into a template that doesn't fit your trade.

Professional and clean. Branded with your company logo, broken down by scope section with itemized labor and materials, and formatted the way buyers expect to see it. You can see a sample here (https://www.proquotely.com/untitled/proposal-generation). That's what lands in your client's inbox.

QuickQuote is for jobs you need to turn around fast: smaller scopes, simple line items, same-day (or hour) turn around. Pro Quote is for larger, more complex bids where you need line-item breakdowns, multiple scope sections, and a proposal that can hold up to a detailed review.

Yes, every proposal is branded with your company logo and contact information.

Yes. Proquotely is fully web-based and works on any device. Whether you're in the office or on the job site, you have full control.

Most contractors build a complete proposal in under 5 minutes using Quick Quote. Pro Quote typically takes 15-20 minutes for a complex multi-scope job. This is a fraction of the time it takes to build one manually in Word or Excel.

Yes. You can create, track, and document change orders directly inside the platform, keeping everything tied to the original project. No more chasing approvals over text or email.

Yes. Proquotely tracks proposal status so you can always know what's been sent, what's been viewed, and what's still waiting on a decision.

There are three paid plans: Solo at $129/month, Duo at $199/month, and Team at $299/month. There is also a free plan to get started. All paid plans include a 20% discount when billed annually. See the full breakdown on our Pricing page.

Yes there is! The free plan is a 14-day free no risk trial that lets you build and explore estimates inside the platform. You can upgrade to a paid plan during your trial or after for full access. Consider this as a free trial to learn our platform before committing!

Yes! Every paid plan comes with a 30-day money back guarantee. If it's not the right fit within your first month, contact us and we'll refund you with no questions asked.

Builders who sign up during our early access period lock in today's pricing forever. This means your rate never increases as long as you stay subscribed even as we raise prices for new users in the future. This is our way of rewarding the contractors who believed in Proquotely early.

Yes! 20% off across all paid tiers when you pay annually. Solo goes from $129/month to $103/month billed annually. That's over $300 saved per year.

The solo plan is for one user. The Duo plan covers two users, and the Team plan covers up to five. If you have a larger team, contact us and we'll provide custom pricing.

No. Monthly plans can be cancelled at any time with no penalty. Annual plans run for 12 months from the billing date. You are never locked into a long term contract on a monthly plan.

Your project data stays in the system for 90 days after cancellation. You can export all your proposals as PDF before you go.

Yes, you can upgrade or downgrade at any time. If you upgrade mid-cycle, we prorate the difference. If you downgrade, the new rate kicks in at the next billing date.

Yes. All data is encrypted in transit and while stored using 256-bit SSL encryption, hosted on AWS infrastructure, and backed up daily. Your proposals, your schedules, and client information are not shared with any third party.

Only the Proquotely founder reviews submitted bids for the audit. Your proposal is used solely to give you feedback. It is never shared, sold, or used for any other purpose.

No, we do not sell or share your personal or business data with any third party.

QuickBooks online integration is currently on our roadmap and will be available soon. In the meantime, you can export any proposal as a PDF or CSV, which can be manually imported into QuickBooks.

E-signature capability is coming soon. Currently, proposals are exported as PDFs that can be signed through any e-signature tool your client already uses (DocuSign, Bluebeam, Adobe Sign). Integrated e-signtaure is on the product roadmap for this year.

We are actively building integrations based on what our contractors need most. QuickBooks and e-signature are the first two in development . If there's a specific tool you'd like us to integrate with, let us know! We take feature requests seriously.

Most contractors are building their first estimate within 10 minutes of signing up. There is no training required.

We offer live chat support directly inside the platform, in addition to email support with same-day responses on business days.

Yes. If you're on the Duo or Team plan, we'll schedule a 20 minute call to get your account set up, your branding added, and your first estimate built.

Ask us! we built Proquotely based on what contractors actually need. You can submit a feature request directly at Support@proquotely.com. Several features are already in the product came from contractor suggestions.