CasperPortalFeature · Book jobs & get paid
Estimate and proposal software that gets quotes signed sooner
Estimate and proposal software helps you build a professional quote and get the customer's approval online. CasperPortal sends proposals customers can sign with an e-signature from any device, and once a proposal is signed you can convert it into a live invoice with one click.
What you can do with Proposals & Estimates
Build a professional quote
Create a proposal or estimate with your line items and terms from the customer's record.
Integrated e-signatures
Customers review and sign the proposal from their phone, tablet or computer, with no printing or scanning.
One-click conversion to invoice
Turn a signed proposal into a live invoice so you can collect a deposit right away.
Follow up on unsigned quotes
Use a pipeline stage or automation to remind customers who haven't signed yet.
How Proposals & Estimates works
Visit the customer and gather job details
Build the estimate in CasperPortal
Send it for e-signature
Convert the signed proposal into an invoice
Who uses Proposals & Estimates
Construction Companies
Missed-call text back from the job site, bid pipelines, estimates and invoicing for contractors.
Event Planners
Inquiry capture, consultation booking, proposals, payment links and post-event feedback for planners.
IT Services Companies
Pipelines for service requests and deals, renewal reminders, proposals and invoicing for IT firms.
Proposals & Estimates FAQ
Can customers sign proposals digitally?
Yes. CasperPortal includes integrated e-signatures, so customers can approve and sign your proposals from any device.
Can I convert an estimate into an invoice?
Yes. Once a proposal is signed, you can convert it into a live invoice with a single click.
Can I send estimates from the job site?
Yes. The CasperPortal mobile app for iOS and Android lets you work with customer records and payments from your phone.
How do I follow up on quotes that haven't been signed?
Add the deal to a sales pipeline stage and set an automation to send a reminder text or email if it stays unsigned.