Roxy

Proposal & Contract Management

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This software automates the creation of professional and client-ready proposals for contractors by transforming site notes and project details into extensive, customizable documents. Its key features include using pre-designed templates tailored to various trades, integrating AI to generate scope, pricing, and timelines efficiently, and providing a streamlined workflow for drafting, approval, and payment collection, thereby reducing proposal preparation time and minimizing lost deals. It is designed for contractors, builders, and service providers in fields such as roofing, siding, and home renovation, seeking to improve proposal accuracy, improve client communication, and accelerate project approval processes.

Roxy can be found in Proposal & Contract Management categories.

The most similar products to Roxy are:

Offorte Verified profile Promoted → Airship → PropoKit Verified profile →

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Details

Roxy Main Features

• Templates
  It provides ready-made templates to start your proposals easily.
• PDF output
  Proposals can be downloaded as PDF files for sharing or printing.
• Client page
  Clients can view their proposals online in a special page.
• Branding options
  You can upgrade to add your own company branding if you want.
• Proposal pipeline
  It helps you organize and see all your proposals in one place.
• Proposal tracking
  It tracks the status of your proposals and helps manage them.
• Deposit collection
  It helps collect deposits from clients through the proposal.
• Same-week approval
  Clients can approve proposals and schedule work fast, often within the same week.
• AI proposal builder
  It uses artificial intelligence to help turn site notes into a ready proposal quickly.
• Multiple categories
  You can choose templates for different types of work like roofing or siding.
• Workflow management
  It keeps all steps from drafting to payment in one system.
• Step-by-step process
  It guides you through drafting, reviewing, and getting paid easily.
• Customizable proposals
  You can change the scope, timeline, and price to fit each job.
• Fast proposal creation
  You can turn notes from the job into a proposal in just minutes.
• Free proposal software
  It is free to use for contractors to create proposals.
• Next step instructions
  Proposals include clear next steps to help move the job forward.
• Client review and approval
  Clients can review and approve proposals online.

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Roxy Alternatives

Offorte

Verified profile

Promoted

Offorte proposal software simplifies the process of creating and managing pro...

Airship

This software automates and streamlines the process of creating professional,...

PropoKit

Verified profile

This platform enables professionals to efficiently create, customize, and sen...

Technologies Used

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