Proposal+ Walkthrough: How to Send Professional Proposals in QuoteIQ

QuoteIQ ProposalPlus Walkthrough — Turn a Contractor Estimate Into a Full Digital Proposal ProposalPlus turns a standard QuoteIQ estimate into a full digital proposal carrying a company story, work photos, customer reviews, a services menu and signable documents. This walkthrough covers the complete template build in Settings, every section that can be toggled on, and what the finished proposal looks like on the customer's screen. 🔗 Start a 14-Day Free Trial: https://myquoteiq.com/ 🔗 QuoteIQ Pricing: https://myquoteiq.com/pricing/ 🔗 Options Estimates: https://myquoteiq.com/features/option... 🔗 E-Signatures: https://myquoteiq.com/features/e-sign... 🔗 Contract Attachments: https://myquoteiq.com/features/attach... All QuoteIQ plan pricing, user counts and feature-tier placements below were verified against the live QuoteIQ pricing page on September 8, 2026. — — — WHAT IS QUOTEIQ PROPOSALPLUS FOR CONTRACTORS? QuoteIQ ProposalPlus is a proposal template builder that converts a contractor estimate into a multi-page digital proposal a customer opens from a single link. Instead of sending a bare price sheet, a contractor sends an About Us page, a work photo gallery, customer reviews, a grouped services menu, uploaded documents, and the estimate itself with a signature line. Templates are built once under Dashboard, Settings, Templates, Proposals Plus, then reused on every bid. A contractor can build multiple ProposalPlus templates for different scenarios, so a residential roof cleaning bid and a commercial contract can each use their own layout. The stated purpose is to sell the business before the customer reaches the price, which matters most on larger jobs where a plain estimate does not carry enough context. — — — WHAT SECTIONS CAN CONTRACTORS ADD TO A QUOTEIQ PROPOSAL? A QuoteIQ ProposalPlus template has five toggleable sections plus the estimate. About Us holds an editable headline and story, pre-populated with the company name, one or two hero photos, and social links pulled from the QuoteIQ company settings. Our Work is an unlimited photo gallery for before-and-after job images, uploaded fresh or pulled from the file manager, with text labels that display on the photo itself. Reviews are entered manually by copying from Google, Facebook or Yelp. Services are organized into named groups and pull descriptions and images directly from the contractor's QuoteIQ Price Book. Documents holds uploaded insurance certificates, W-9s and customer contracts, each with a name and description so a customer can identify it. — — — HOW MUCH DOES QUOTEIQ PROPOSAL SOFTWARE COST FOR CONTRACTORS IN 2026? QuoteIQ runs five plans: Essentials at $29.99/mo for 1 user, Beginner at $74.99/mo for 2 users, Pro at $149.99/mo for 4 users, Elite at $299/mo for 10 users, and Max at $699/mo for unlimited users. Yearly billing is 10 months paid for 12 months of service. Every plan includes a 14-day free trial and 24/7 support. Options Estimates, the estimate format used to build a selectable ProposalPlus proposal, are included on all five plans. E-Signatures and Contract Attachments begin on the Beginner plan at $74.99/mo. There are no contracts, and plans can be upgraded or downgraded at any time with no fees. All figures verified on the QuoteIQ pricing page September 8, 2026. — — — HOW DO CONTRACTORS SEND AND E-SIGN A PROPOSAL IN QUOTEIQ? A contractor builds an Options Estimate, converts it into a ProposalPlus, selects a saved template, and copies the share link. The customer opens About Us, Our Work, Reviews, Services and Documents, then lands on the estimate. Because it is an Options Estimate, the customer ticks the services wanted and the running total updates on the right-hand side. A signature is required to accept when the signature toggle is switched on during template setup, the same toggle used on standard QuoteIQ estimates. Once the customer signs, the contractor receives a push notification and an in-app notification recording whether the proposal was accepted or declined. — — — TIMESTAMPS: 00:00 — Contractor Proposal Software: QuoteIQ ProposalPlus 00:47 — Contractor Proposal Template Setup 01:43 — Contractor Proposal About Us Page 02:44 — Contractor Proposal Photo Gallery 03:38 — Contractor Proposal Documents and Price Book 04:46 — Contractor Proposal Template Example 05:56 — Contractor Options Estimate With E-Signature #QuoteIQ #ProposalPlus #ContractorSoftware #ProposalSoftware #HomeServiceBusiness #FieldServiceManagement #ContractorCRM #DigitalProposals #EstimatingSoftware #ServiceBusiness #ContractorTips #JobProposals #CRMForContractors #HomeServices #2026