Proposal & Quote Generator
Enter what each part of the job costs you, and it prices every line at your margin and lays it into a clean, professional proposal — your scope spelled out, your terms, a deposit, and a signature line. The client sees prices and a clear scope; your costs and margin never leave the Quote Builder. Set your business details once, and every future quote takes two minutes.
Excel & Google Sheets · one-time purchase · your brand, your terms
Priced on margin, not markup — a 30% markup would have quietly left about $2,100 on the table.
Two things decide whether a proposal wins the job and survives contact with the client: pricing on margin, so you actually keep what you planned, and a scope so clear there's no argument later about what "the job" included. Most disputes aren't about the number — they're about the line that was never written down. This tool handles both: margin pricing on your side, a crisp scope with clear includes and excludes on theirs.
What's inside
A one-page guide and the color legend so you know which cells are yours.
Set once: company details, default margin, deposit %, tax, and your standard terms.
Enter the client, the project, and each line item's cost. Prices fill in at your margin.
The finished, client-facing document — scope, prices, terms, deposit, signature. No costs, no margin.
Why margin beats markup, how a clear scope prevents fights, deposits and expirations — sourced.
How it fits together
Price the job once, the right way — then put it in front of the client cleanly.
Work out the detailed numbers in the Bid Calculator, turn them into a client-ready proposal here, and structure how it gets paid with the Payment & Draw Schedule Builder. Same margin discipline running all the way from your takeoff to the deposit check.
Get the tool
Cost in, margin-priced proposal out — branded, clear, and ready to sign. Set your business once and quote in minutes. One-time purchase.
Questions
No. It produces a finished, client-facing document you print or save as a PDF and send however you like. There's an acceptance and signature line built in for the client to sign.
An accepted proposal is a strong start, but it isn't a full contract on its own — pair it with your written agreement. It nails down scope, price, and terms clearly, which prevents most disputes.
On margin — the right way. You enter your cost per line and it prices at your margin (price = cost ÷ (1 − margin)), so you keep what you planned instead of quietly leaving money behind with a markup.
Never. You work in the Quote Builder (costs, margin, your numbers); the Proposal tab shows only descriptions, prices, scope, and terms. Costs and margin stay on your side.
Yes. Set your company name, contact, license, address, default terms, deposit %, and tax once on the Your Business tab, and every proposal carries them. Excel or free in Google Sheets.