Example demo, fictional data
Copperline Kitchen & Bath Co.

Proposal intake

Start a Copperline proposal

Tell us who the work is for and which packages to include. The next screen is a priced proposal with timeline, terms, and a 50% deposit, generated from the price table, not from a person typing a quote.

Watch the 46-second walkthrough

A narrated run of this demo: one intake becomes a priced proposal, the client signs on the page, pays a simulated deposit, and the dashboard tracks it all. Prefer to click? Try the interactive demo below.

Read the transcript

Here's a proposal setup for Copperline Kitchen and Bath. It starts with a quick intake form.

Seconds later, there's a priced proposal, with line items, a four-phase timeline, clear terms, and a fifty percent deposit.

Send it to the client, and they can read it, sign right on the page, and the proposal is marked signed.

Then they pay the deposit at checkout. Here it's simulated, so no money moves, and a receipt is saved.

And the dashboard tracks every proposal, from draft to deposit paid, with every message kept in one outbox.

The name printed on the cover of the proposal.

Demo addresses must use the @example.com domain.

Scope

Choose every package that should appear as a priced line.

Ranges follow typical package totals on the Copperline price table.

Must be a weekday at least 10 business days from today. Ontario public holidays are blocked.