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Free contractor proposal software

Free AI proposal builder for contractors

Turn job notes into a client-ready proposal in minutes. Start free with a Roxy-branded proposal, then upgrade when you want more control over branding, tracking, approval, and deposit collection. Start with a contractor-ready proposal template, then adapt the same scope, timeline, pricing, and next-step workflow across the trades your customers ask for most.

Minutes

to turn site notes into a client-ready draft

1 link

for review, approval, and deposit collection

43%

fewer lost deals with same-day proposals

workspace / spring-renovation
Generating

Live workspace

Proposal pipeline

Client brief

Rear-slope leak, full shingle replacement, chimney flashing update, homeowner wants timeline and deposit details today.

Ready

AI assembly

89%

Inspection recap and homeowner-ready scope generated
Timeline, pricing, and deposit block added
Client page and PDF output prepared

Client preview

Mossy Creek Roofing

Project total

$12,800

Tear-off and deck inspectionDay 1
Shingle system installationDay 2
Cleanup and final walkthroughSame week

Approval

Free proposal first. Upgrade when you need approval and deposit controls.

Next step

Preferred install window held for April 12.

Core workflow

Keep drafting, review, and paid close controls in one contractor proposal system.

01

Drafting

02

Approval

03

Payments

Contractor categories

Start with a template that already speaks your customer's language.

Choose the category closest to the job, add your notes, and get a clean first draft with the scope, timing, pricing context, and next step already shaped for the work.

Roofing

Inspection notes, tear-off scope, warranty language, install timing, and deposit-ready next steps.

Siding

Cladding options, trim details, substrate notes, moisture barrier scope, colour approvals, and cleanup terms.

Gutters

Linear footage, downspout routing, guard add-ons, drainage notes, colour matching, and maintenance recommendations.

Windows

Room schedules, glass packages, efficiency notes, trim scope, lead times, and warranty registration steps.

Painting

Surface prep, product and sheen choices, protection standards, coat counts, touch-ups, and walkthrough terms.

HVAC

Equipment specs, install milestones, warranty coverage, service plans, financing options, and payment schedules.

Landscaping

Planting plans, materials schedules, hardscape add-ons, irrigation assumptions, weather timing, and site access.

Remodeling

Project phases, allowances, selections, exclusions, change-order expectations, and milestone payments.

Before and after

Replace the late-night write-up with a free contractor proposal draft clients can understand.

Roxy is built for the gap between the job walk and the client decision. Turn rough notes into a structured draft, tighten the scope, and upgrade when you need stronger branding, approval, deposit collection, and follow-up.

Before Roxy

Messy contractor write-up

Friction everywhere

proposal_final_v7.docx

Scope of Work

Notes pasted from the inspection, texts, and photos. Pricing still needs cleanup.

1. Tear off old shingles and inspect decking

2. Replace flashing at chimney and valleys

3. Warranty language still needs cleanup

4. Homeowner asked about timing and deposit

Inconsistent formatting
Manual copy and paste
Slow homeowner follow-up
No deposit handoff

After Roxy

Roofing-first proposal experience

Ready to close

client proposal

Caroline Fisher roof replacement

Structured scope, pricing, install timing, signoff, and deposit in one place.

Quote total

$12,800

Homeowner-ready scope with branded layout and trust-building sections
Timeline, warranty framing, and next steps presented without clutter
Signature and deposit blocks ready in the same experience

From visit to send

Before

Hours of manual writing after the job walk

After

Start with a structured draft in seconds

Client clarity

Before

Scattered notes and confusing attachments

After

Clear scope, timeline, and next-step flow

Free vs paid

Before

Pay before you know the proposal will work

After

Generate free, then upgrade for professional control

How it works

From job notes to a free contractor proposal, without the rewrite marathon.

The experience is designed to eliminate manual proposal writing for contractors first, while keeping you in control of pricing, scope, and final edits. Roofing remains the most polished starting lane.

Step 01

Capture the job notes

Drop in the project recap and rough scope details. Roxy turns field notes into a structured contractor proposal draft in seconds, not hours.

Step 02

Polish the client-ready scope

Polish the draft with your pricing, timeline, terms, and trade context so each proposal feels specific to the job before you send it.

Step 03

Generate free, then upgrade when ready

Start with a Roxy-branded proposal. Paid plans add stronger branding, engagement signals, approval, deposit collection, and follow-up controls.

proposal flow / step-by-step
3-step

Guided flow

From notes to closeout

Input

Rear slope leak near chimney flashing
Homeowner wants tear-off, cleanup, and warranty details
Need one proposal with a deposit option today

Output

AI summary and contractor scope generated
Branding and trust sections applied
Signature and deposit actions enabled
Generate
Brand
Send
Sign
Pay

Feature system

Designed to help contractors generate clearer proposals and upgrade when the sales workflow needs more control.

Every screen follows the same product design system, so the proposal experience feels consistent from first draft to client review.

Drafting

Contractor proposal drafting

Live

Turn job notes into a structured proposal with scope, timeline, pricing, and next steps that clients can actually follow.

Brand system

On-brand trust blocks

Live

Keep logos, colours, proof points, and standard sections consistent across every proposal your team sends.

Commercials

Cleaner option presentation

Live

Present deposits, optional upgrades, and line items in a format that feels easier to review and easier to approve.

Approval

Built-in e-signatures

Live

Capture typed approvals and timestamps without sending homeowners into another tool or another tab.

Signals

Engagement tracking

Live

Know when a proposal gets opened, revisited, and ready for a timely follow-up call.

Operations

Schedule-ready handoff

Live

Carry timeline context from proposal into the next client conversation so jobs do not stall after approval.

The closed loop

Roxy starts with free proposal generation, then grows into the contractor deal path.

The experience moves from job recap into drafting, branding, sending, approval, and payment so you can follow up faster and close in one connected flow when you are ready for the paid workflow.

Generate

Draft from inspection notes and templates in seconds.

Brand

Apply your visual system and reusable trust sections.

Send

Deliver a proposal link or PDF that feels polished immediately.

Sign

Capture approval with a timestamped signoff flow.

Pay

Collect a deposit through connected payment tools.

proposal board / active deal
Live data

Revenue path

A proposal with built-in momentum

Deal health

Roofing proposal in motion

Status

Viewed, awaiting signoff

1

Generate

Draft from inspection notes and templates in seconds.

Done
2

Brand

Apply your visual system and reusable trust sections.

Done
3

Send

Deliver a proposal link or PDF that feels polished immediately.

Done
4

Sign

Capture approval with a timestamped signoff flow.

Active
5

Pay

Collect a deposit through connected payment tools.

Next

Pricing

Free to generate. Paid when you need professional control.

Start with a Roxy-branded contractor proposal at no cost. Upgrade for custom branding, analytics, approvals, deposits, reminders, and higher proposal volume.

Plans

Choose the path that fits how you sell today.

Free

Generate up to 10 Roxy-branded contractor proposals every 30 days and see if the workflow fits.

$0

per month

Pro

Popular

For contractors who want professional branding, proposal analytics, approvals, deposits, and follow-up controls.

$49

per month

Monthly proposals

10 Roxy-branded
Unlimited

AI-generated drafts

Contractor templates

Roxy watermark

Custom branding

Proposal analytics

Approval and deposit flow

Follow-up reminders

Free is for generating up to 10 Roxy-branded proposals every 30 days. Pro is for contractors who want branding, analytics, approval, deposits, and follow-up built into the workflow.

Why this workflow matters

Built to help contractors follow up faster, look more professional, and close with less friction.

These are the practical outcomes Roxy is designed to improve across the homeowner journey.

Benefit 01

Roxy cut our proposal time from 4 hours to under an hour. We close 20% more jobs.

Residential roofing, Ontario

Benefit 02

Our proposals now look like they came from a national brand. Homeowners trust us more, and we close faster.

Residential roofing, Alberta

Benefit 03

The approval and deposit flow is a game‑changer. No more chasing signatures or payments.

Residential roofing, British Columbia

FAQ

Common questions before you get started.

Roxy is built around proposal quality, approval speed, and a cleaner path from inspection to closeout.

Who is Roxy built for right now?+

Roxy is the free AI proposal builder for contractors and service businesses that need clear scope, pricing, timeline, and next-step language without starting from a blank page.

Can I still export a PDF?+

Yes. Roxy supports modern web-based proposal pages and PDF export, so you can match the buying process your customers expect.

Does Roxy replace my pricing decisions?+

No. You stay in control of pricing, scope, and terms. Roxy packages that information into a cleaner proposal experience that is easier to send and easier to approve.

Are signatures and payments part of the flow?+

They are part of the paid workflow. Free proposals help you generate and review the proposal first; paid plans add stronger closing controls such as approval, deposit collection, analytics, and reminders.

Get started

Generate a free contractor proposal that feels more professional than the competition.

Start the onboarding flow, choose the closest contractor template, and move from first site visit to client-ready proposal before the job goes cold.

Generate a free proposal

Questions? Email roxy@himalayan-ai.com