Proposal Software

Create professionally designed proposals in minutes with TopBuilder’s Proposal Software.

Proposal Software | TopBuilder CRM
A FEW AWESOME CUSTOMERS
Home Builder CRM Customers

Proposal Software Top Features

Create new proposals in minutes. 

With TopBuilder’s proposal software, you can create professional proposals quickly by uploading your company proposal documents to create fill-in-the blank reusable templates. 

Additionally, you can easily create new proposals by duplicating proposals from existing customers or past jobs. Simply update the customer and job information and you’re done.

Build proposals automatically.

TopBuilder’s proposals software makes it quick and painless to get your proposals started.  

Whenever you start a proposal, our software automatically pulls the customer and job information into your proposals for you. 

Quick select proposal documents.

We’ve made it easier to build a comprehensive proposal from multiple documents.  

To do this, simply select the documents you want in your proposal and TopBuilder’s proposal software will put them together into one concise document. 

Proposal Software Highlight

Proposal Management

With TopBuilder’s proposal management software, you can quickly review each document in your proposal. For example, you can see:  

  • The document name 
  • The document type 
  • The template used, if any 
  • And the order of each document. 

You can use the proposal management software to quickly remove documents, change the order of documents, or add new documents to your proposal.

Proposal Software | Proposal Management
Proposal Software | Combine Multiple Documents

Deliver proposals in multiple formats.

Each client has their preferred method of communication. Some prefer to receive emails, with others prefer to print their documents. 

With TopBuilder’s Proposal Software, you can easily email, print, and download your company proposals in one single PDF or Word document. That way your clients can receive the proposal in whichever format they prefer.  

View proposals with multiple devices.

The proposals generated by TopBuilder can be viewed by multiple devices. 

In other words, your clients can review and approve your proposals on their desktop, laptop, tablet, and mobile phone. 

Proposal Software | Edit Your Documents in TopBuilder

Proposal Software Highlight

Edit your documents in TopBuilder.

TopBuilder’s Proposal Software includes a fully functional Word and Excel editor. 

This feature gives you the ability to create, store, manage, and edit your Word or Excel documents right in TopBuilder

What Our Customers Say About TopBuilder

ONPOINT custom homes
5/5

“TopBuilder is exactly what I need to ensure my marketing investments are not wasted and ensure no sales opportunities are lost. Additionally, we do a more effective job selling while spending a lot less time.”

John Leggett

President

Sierra Classic Custom Homes
5/5

“I’ve worked with a lot of home builder CRM systems and TopBuilder is by far the best and easiest to use!

David Ellison

Director of Sales & Marketing

5/5

“We tried several CRM’s prior to TopBuilder. The others were cumbersome, which caused internal resistance, which led to failure in implementation. TopBuilder has been simpler and much more user-friendly.

Mike Salomon

President

Proposal Software

See how TopBuilder’s Proposal Software can help you build proposals in minutes.