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Estimates & Proposals

Priced right, versioned always, signed cleanly

Estimates with cost/sell separation, revision history and proposal workflows that carry straight into project delivery — no double entry.

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The problem

Pool quotes live in spreadsheets with broken formulas, revision confusion and margins exposed to whoever gets forwarded the file. Deals stall because nobody knows which version is current.

Built for

EstimatorsSales managersOwners
Illustrative sketch of a versioned estimate — not a live screenshot.

How it works

  1. Estimate

    Line-itemed estimates with internal cost visibility restricted by role; every revision is a numbered version.

  2. Propose

    Proposals generated from the estimate with status workflow — draft, sent, viewed, accepted, declined.

  3. Sign

    Signature capture recorded on the proposal with a full event trail.

  4. Hand over

    Accepted work flows into a project without retyping scope.

What's inside

Versioned estimates

Deterministic
Immutable revision history; the current version is never ambiguous.

Cost visibility controls

Deterministic
Structural hiding of cost and margin from roles that shouldn't see them — enforced in the database, not just the UI.

Proposal workflow

Deterministic
Status transitions with recorded events and customer-facing views via the portal.

Approval gates

Human approval
Discounts and closing steps route through permissioned approvals.

One current version, protected margins and a clean handover — aimed at fewer pricing mistakes and faster turnarounds without guaranteeing either.

See it on your own workflow

A walkthrough of the parts that match how your team sells, builds and services pools. No payment details, no commitment.

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