All Features

Project
Proposals.

Win bigger jobs with polished, multi-page proposals. Combine cover pages, scope of work, floor plans, terms & conditions, and pricing — all in one shareable document your customers can view and accept online.

Proposal Builder

Multi-page proposals that win work.

Stop sending a quote and hoping for the best. For bigger jobs, a professional proposal shows customers you're serious. Build multi-page documents with a branded cover page, detailed scope of work, embedded floor plans, itemised pricing, and your terms & conditions — all generated as a single, shareable link.

  • Branded Cover Page — your company name, logo, project title, and customer details. Sets the tone before they read a word.
  • Scope of Work — describe the project in detail. Rich text with headings, lists, and formatted paragraphs.
  • Embedded Floor Plans — pull in floor plans you've built directly into the proposal. Customers see exactly what's planned.
  • Itemised Pricing — clear breakdown of costs, materials, labour, and totals. Optional VAT display.
  • Terms & Conditions — add your standard T&Cs. They appear as the final page automatically.
  • Live Preview Link — share a URL. Customers view the full proposal online and accept it digitally.
Page 01

Cover Page

Company branding, project title, customer name, date. Your first impression.

Page 02

Scope of Work

Detailed description of what's included, room-by-room breakdown, methodology.

Page 03

Floor Plans

Embedded SVG floor plans from the builder. Symbols, layers, annotations — all visible.

Page 04

Pricing

Itemised quote with quantities, unit prices, subtotals, and grand total.

Page 05

Terms & Conditions

Your standard terms. Payment schedules, warranties, liability.

Floor Plan Editor
Select
Kitchen
Living Room
Hallway
L
S
L
F
ElectricalPlumbingHVAC
150+ symbols
Floor Plan Builder

Design plans your customers can visualise.

A full SVG editor built for tradespeople. Draw rooms, drag and drop from a library of 150+ trade-specific symbols, toggle layers by trade, and upload your own custom symbols. Plans embed directly into project proposals — so your customer sees exactly what's being installed and where.

  • 150+ Trade Symbols — electrical sockets, light fixtures, consumer units, boilers, radiators, pipe runs, HVAC units, and more.
  • Trade-Specific Layers — toggle electrical, plumbing, and HVAC layers on and off. Show customers only what's relevant.
  • Custom Symbol Upload — got a symbol we don't have? Upload your own SVG and it appears in your personal library.
  • Drag & Drop Editing — place, move, resize, and rotate symbols on the canvas. Snap-to-grid for precision.
  • PDF & Image Export — download plans as PDF or PNG. Print them, email them, or embed them in proposals.
  • Proposal Integration — floor plans embed directly into project proposals as a dedicated page.
Symbol Libraries

Every symbol you need. Organised by trade.

Browse categorised symbol libraries for electrical, plumbing, and HVAC installations. Each symbol is professionally designed as an SVG — they scale perfectly at any zoom level and look sharp on every export.

Electrical

Light switches
Double sockets
Consumer units
Smoke detectors
LED downlights
Junction boxes
Outdoor lights
EV chargers

+ many more

Plumbing

Boilers
Radiators
Thermostats
Towel rails
Stop cocks
Water tanks
Shower heads
Waste pipes

+ many more

HVAC

Air con units
Ductwork
Vents & grilles
Heat pumps
Extractors
Dampers
Thermostats
Pipe insulation

+ many more

Upload custom SVG symbols
Infinite canvas with zoom & pan
Snap-to-grid precision placement
Sharing & Acceptance

Share a link. Get the green light.

Every proposal generates a unique, shareable URL. Your customer opens it on any device, scrolls through the full proposal — cover page, scope, floor plans, pricing, terms — and can accept it right there. No PDFs to download, no printing, no scanning.

  • Live Preview Link — beautiful, responsive web page. Works on mobile, tablet, and desktop.
  • Digital Acceptance — customer taps "Accept Proposal" and it's done. You get notified instantly.
  • PDF Download — customers can also download the full proposal as a formatted PDF.
  • WhatsApp & Email Sharing — send the link via WhatsApp, email, or any messaging app.
  • Revision History — update the proposal and the link always shows the latest version.

Share Proposal

Preview Link

quotesorted.com/proposal/p/abc123

Customer viewed proposalToday 14:23
Proposal acceptedToday 14:31
Smart Dictaphone

Talk, don't type.

Record site walk-arounds or team meetings and let AI do the paperwork. Get structured scopes, meeting notes, and action items — all from your voice.

Survey Walk-Around

Walk room to room describing sockets, lights, finishes and more. AI extracts a structured scope of works you can review, edit, and turn into a project.

  • Room-by-Room Breakdown — items, quantities, finishes, and notes per room.
  • Materials List — estimated cable runs, fittings, and materials with quantities.
  • Pricebook Matching — match dictated items to your existing item library with auto-pricing.
  • One-Tap Project — turn the survey into a full project proposal instantly.
  • PDF Export & Email — download or email the scope of works directly to your customer.

Meeting Notes

Record team meetings with 2-4 people. Enter participant names beforehand and AI will extract who said what, decisions made, and action items.

  • Decisions Tracker — who proposed each decision and who supported it.
  • Action Items — tasks with assignees, deadlines, and priority levels.
  • Discussion Points — each topic with per-person positions and contributions.
  • Send to Participants — email PDF meeting notes to selected attendees after review.
  • Editable Results — review and edit every field before sharing.
Voice Recording
AI Transcription
Decisions & Actions
Scope of Works
PDF Export
Email Sharing
Speaker Attribution

Win bigger jobs with better proposals.

Project proposals, floor plans, Smart Dictaphone, and 150+ symbols — available on our Pro and Elite plans.

Install QuoteSorted

Get quick access from your home screen