Feature · 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.

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14-day free trial · then $297/month · cancel during the trial and you pay nothing

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.

Your next best step

14-day free trialBilled only after the trial; cancel during it and pay nothing.
$297/month, all featuresUnlimited users and contacts on the Growth Plan.
Month-to-monthNo long-term contract and no setup fee on the self-serve plan.
Keep your numberPort your business number or add a local number that forwards to you.
Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.