Step 1
Convert approved estimate details into structured proposal sections with clear scope and pricing.
Product module
Proposals
Send homeowner-ready proposals that connect scope, visuals, report details, pricing, approvals, deposits, and next steps in one polished experience.
Who this is for: Reps and sales managers that need clear, persuasive proposal delivery across roofing and remodeling services.
Customer-ready proposal pages
Scope, package, and option sections
Report and visual attachment support
Approval and payment handoff
Product-specific workspace preview
SellEstimateVisualizeDeliverGet Paid
Proposal Builder
Customer-ready approval flow
ViewedOptionsApproval link
Good
$18k
Package option
Better
$24k
Package option
Best
$31k
Package option
Proposal viewedQuestions open
• Customer-ready proposal pages
• Scope, option, and package sections
• Approval, deposit, and scheduling handoff
How Proposals works
Step 2
Add roof report details, design selections, optional packages, terms, and project notes where they help the homeowner decide.
Step 3
Share a customer review link and track proposal status so reps know when to follow up.
Step 4
Move approved proposals into scheduling, deposit collection, materials, and production handoff workflows.
Proposals deep dive
A proposal should make the job easier to approve, not harder to understand.
Many contractor proposals are disconnected PDFs, unclear line items, texted photos, separate payment links, and manual follow-up reminders. Homeowners need the scope, options, pricing, terms, report context, and next step in one place.
Home Vision solution
Proposal pages built to help homeowners say yes with confidence.
Home Vision proposals connect estimate details, roof report context, design selections, package options, terms, approval status, and deposit handoff. Reps can present more clearly, managers can monitor follow-up, and office teams can start the next workflow after approval.
How it works
A workflow your team can actually follow.
01
Convert the estimate
Turn approved estimate details into clean proposal sections with scope and pricing clarity.
02
Add decision support
Include roof report details, visuals, option packages, project notes, and terms.
03
Share the proposal
Send a homeowner-ready review link and track status for follow-up.
04
Move to approval
Send approved work into deposits, scheduling, materials, and production handoff.
Use cases
Built for the roles that move the job forward.
Sales rep
Walk homeowners through a clearer close package with scope, options, and pricing.
Sales manager
Monitor proposal activity and follow-up timing across reps.
Office team
Start deposit, scheduling, and production handoff from the approved proposal.
Key capabilities
The details that make the workflow useful every day.
Customer-ready proposal pages
Present scope, pricing, options, and next steps in one clean experience.
Option packages
Show good, better, and best paths without rebuilding separate documents.
Report and visual context
Attach roof report details or project visuals where they support the decision.
Status visibility
Help reps and managers see what has been sent, viewed, approved, or stalled.
Approval handoff
Connect proposal acceptance to scheduling, materials, and payment workflows.
Deposit path
Make the next step clear after the homeowner accepts the proposal.
Connected workflow
This page works best when it is connected to the rest of Home Vision.
CRM + Pipeline
Proposal status stays tied to the opportunity record.
Roof Reports
Measurement context can support roofing proposal scope.
Payments
Approved proposals can move into deposit and invoice workflows.
Scheduling + Materials
Accepted work carries scope into production planning.
FAQ
Questions teams ask before rolling this out.
Can proposals include options?
Yes. The page is designed around clear packages, upgrades, and customer-friendly decision support.
Can proposal activity be tracked?
Yes. Proposal status can support follow-up and manager visibility.
Can proposals connect to payments?
Yes. The intended workflow connects approval to deposits, invoices, and payment milestones.
Outcome and use cases
Home Vision reduces friction between quote review, homeowner approval, deposit collection, and job scheduling.
- • Sales reps presenting a cleaner close package
- • Managers monitoring proposal follow-up
- • Office teams starting deposits and scheduling from the approved proposal
Related modules
CRM + Pipeline
Keep customers, lead sources, estimates, proposals, tasks, and sales activity organized in one Home Vision pipeline.
View related module →Payments + Invoices
Collect deposits, track invoices, monitor balances, and keep payment status visible across sales, office, and operations workflows.
View related module →Scheduling
Coordinate appointments and approved work from the same Home Vision job record your sales and operations teams already use.
View related module →Create a proposal workflow with Home Vision
Book a tailored walkthrough and we will map this module to your current sales, operations, and customer handoff process.