Contractor Proposal Software That Closes at the Table
Build accurate proposals on-site, present good-better-best options, offer financing, and collect a signature — before you leave the driveway. No office calls, no follow-up PDFs.
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Everything Your Reps Need to Close on the First Visit
Build proposals instantly
EasyQuote pulls from your live price catalog — materials, labor, adders — and builds an accurate proposal in minutes on any device. No spreadsheets, no calling the office.
Present options, not just prices
Show good-better-best tiers with different products, warranties, and price points. Customers make decisions faster when they can compare options side by side.
Financing inside every proposal
Connect GoodLeap, Mosaic, Sunlight, and other lenders directly inside EasyQuote. Reps present monthly payment options and submit applications without switching apps.
Signed to scheduled automatically
When a customer signs, the job flows directly into project management with every detail intact — no re-entry, no manual handoff, no dropped information.
Purpose-Built for Contractors Who Sell at the Door
Generic proposal tools were built for SaaS companies and agencies. They don't understand job-site quoting, trade-specific pricing structures, or the moment when a customer is standing in their driveway deciding whether to sign.
EasyQuote was built from the ground up for specialty contractors — roofing, solar, HVAC — who need to build accurate proposals fast, present financing options inline, and close on the first visit.
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Connected to Your CRM and Operations — Not Just a Document Tool
Most proposal tools are document editors. EasyQuote is connected to the rest of your business — your sales pipeline, your financing partners, and your installation workflow.
When a rep closes a deal, it creates a pipeline record, triggers a financing application, and builds a project — all automatically. Your manager sees the close in the pipeline the moment it happens.
Book a DemoEasyQuote is the right fit if:
Built for specialty contractors who close deals in person and need proposals that reflect the actual complexity of the job.
Talk to the TeamYour reps present proposals on-site and close rates matter
You need good-better-best pricing options, not just a flat quote
Financing is part of how your customers pay
You want proposals and pipeline in the same system
Your ops team loses time re-entering data from sales
You run roofing, solar, HVAC, or multiple trades
Common Questions About Contractor Proposal Software
What is contractor proposal software?
Contractor proposal software is a tool that lets sales reps build accurate, branded proposals at the customer's home or job site — including pricing, product options, and financing — and collect a signature on the spot. The best contractor proposal tools connect directly to your CRM and project management so signed jobs flow into operations without re-entry.
What should contractor proposal software include?
Look for: a configurable product and pricing catalog your team controls, good-better-best option presentation, embedded financing so customers can see monthly payments, e-signature collection on any device, automatic handoff to project management when a job closes, and rep performance tracking. Generic tools like DocuSign or PandaDoc require significant setup — purpose-built contractor proposal software handles the industry-specific workflow out of the box.
How is SubcontractorHub different from generic proposal software?
Generic proposal tools (DocuSign, PandaDoc, Proposify) are document builders. SubcontractorHub's EasyQuote is purpose-built for contractors who sell at the door or on-site — it generates proposals from a live price catalog, presents financing options inline, handles e-signature, and automatically creates a project when the job closes. No document editing, no copy-paste pricing, no manual handoffs.
Can contractor proposal software work for multiple trades?
Yes — SubcontractorHub supports roofing, solar, HVAC, and other specialty contractor trades in a single platform. Your reps can build proposals for different trades using the same tool, and managers see pipeline and project data across all verticals in one dashboard.
Does contractor proposal software integrate with financing?
The best contractor proposal tools embed financing directly inside the proposal — so reps can show monthly payment options at the table, submit financing applications without switching apps, and track approvals alongside the deal. SubcontractorHub connects to GoodLeap, Mosaic, Sunlight Financial, Service Finance, and other lenders used by specialty contractors.
Ready to Close More Jobs on the First Visit?
Book a demo and see how EasyQuote connects proposals, financing, and project management in one platform built for specialty contractors.
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