Watch the product tour video
Sales Proposals
Demonstrate your professionalism and expertise by showing customers the full scope of your services
Customer service
Provide personalized and professional service
Empower your customers by sending detailed proposals with multiple options that meet their budget. This powerful sales tool will save you time and put your customers at ease. Make it even easier on yourself with our custom templates.
Sales proposals
Close larger deals faster
Increase your average job revenue and sell additional, premium services with the “Good, Better, Best” strategy. Offering multiple options leads to your customers purchasing premium services, winning more jobs, and ultimately boosting your revenue.
3
×
more jobs won
20
hrs
time saved per week
23
%
avg. growth in the first 3 months
63
%
less time spent on accounting & reports
Explore more tools for your business
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What are Sales Proposals in Workiz?
Sales Proposals let your team build professional, tiered quotes that offer clients the choice of Good | Better | Best service levels that’s right for them.
You can include side by side images, pricing options, warranties, and service plan comparisons — so customers see the value and are more likely to pick a premium offer. Using Sales Proposals in Workiz can increase your job ticket size.
How are proposals different from estimates?
Estimates show a single option. Proposals show smart options.
You can use a basic estimate if you’re quoting a fixed scope, but proposals are better for jobs where clients might want upgrades, upsells, warranties, or extra service options.
What are the benefits of using Sales Proposals?
- Help customers order the service that’s best aligned with their needs and budget
- Increase your average job ticket size by giving customers more premium (or more basic) options
- Close deals faster with professional, polished proposals
- Reduce back-and-forth with clear tiers and service breakdowns
Can I customize the proposal layout and options?
Yes.
You can adjust the number of options (good, better, best — or more), add photos and descriptions, attach terms and documents, and show or hide pricing breakdowns based on your preferences.
How does the client see the proposal?
When you send a proposal, your client receives a digital link to view it online in their Client Portal — fully branded to your company.
They can compare the options side by side and choose the package they want with one click. They can sign the proposal through the portal and you’ll get notified immediately.
Can I track the status of a proposal?
Yes.
Workiz tracks proposal views, conversion rates, and approval times — helping you see what’s working and which versions close faster or generate more revenue.
You can also set up automations to trigger based off of when a proposal was sent, so you know that every opportunity is being followed up on in a timely manner.
Can I create Sales Proposals on my phone?
Yes.
It’s easy to create proposals from a mobile device while you’re in the field. Just use the Workiz app! It’s a great tool for upselling while giving onsite estimates.
