The proposal workflow, broken down like a real product suite.
Roxy is designed around proposal creation, presentation, approval, and follow-through. This page shows how the core pieces fit together.
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
Feature overview
One workspace, multiple deal-critical layers
01
Drafting
02
Approval
03
Payments
Detailed breakdown
Core features with product-style depth.
Each section below shows the product direction and workflow shape Roxy is using to make proposal creation, approval, and follow-through feel more coherent.
Roofing-first drafting
Turn roof inspection notes into a structured proposal foundation.
Capture rough scope, timeline cues, pricing context, and homeowner concerns in one pass. Roxy turns messy notes into an organized proposal draft with a stronger point of view.
Roofing-first drafting
Turn roof inspection notes into a structured proposal foundation.
Input layer
Generated output
Brand control
Make every proposal look like it came from your best closer.
Lock logos, type, colours, proof points, and standard sections into the experience so every rep sends the same caliber of proposal.
Brand control
Make every proposal look like it came from your best closer.
Brand system
Proposal preview
Deal visibility
See buyer intent earlier and follow up while the job is still hot.
Track opens, section views, and acceptance events so your team knows when to step in and what the homeowner actually spent time reviewing.
Deal visibility
See buyer intent earlier and follow up while the job is still hot.
Buyer signals
Proposal engagement
Recommended follow-up
Send a follow-up within 2 hours
Buyer is spending the most time in pricing and onboarding. Re-engage with a deposit option and install-window reassurance.
Supporting capabilities
Extra layers that make the workflow feel production-ready.
These are the secondary systems around the core proposal flow that help Roxy present like a mature SaaS product.
Smart proposal sections
Build reusable modules for scope, pricing, warranty language, and terms.
Follow-up ready
Pair engagement signals with reminders so your team reaches homeowners at the right moment.
Secure approvals
Keep approvals auditable with timestamps and controlled signing flows.
Built for operators
Fast inputs, clear defaults, and fewer decisions inside a busy inspection-to-sale workflow.
Next step
See how Roxy turns proposal work into a more premium client experience.
Start with the current workflow, then move into pricing, onboarding, and the proposal experience with the same product story.
Questions? Email roxy@himalayan-ai.com