SEND A CLIENT-READY PROPOSAL BEFORE YOUR COMPETITOR EVEN OPENS THEIR ESTIMATE (Patreon)

One button takes the estimate you just built and turns it into a proposal your client will actually stop and read.

You build a solid estimate, then you sit there formatting a Word doc, dropping in your logo, double checking that the numbers match, and forty minutes later you finally send something that still looks homemade. Meanwhile the job goes to whoever got their paperwork in first, priced the same or even higher than you.

Click the button and that same estimate becomes a branded Word proposal, or a PDF, or a drafted client email, in seconds, with your company info, tax, and payment terms filled in automatically. Every price and total is pulled directly from your estimate, so you're never re-typing numbers or hunting for typos.

I lined the proposal up next to the original estimate line for line just to prove it to myself, and the subtotal, tax, and total matched to the cent every single time. That's the part that made me trust it enough to actually use it on a real bid.

It's a full step-by-step walkthrough with the estimator file and the button setup included, so you can follow along and have it running on your own estimate before the video ends.

▶️⁠ Feel free to watch the full training video on YouTube.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.