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Customer Generated Proposals BETA

Automated proposal system that converts visitors into customers 24/7. Experience how instant quoting systems work across multiple industries—no sales team required.

Key Features

Everything you need to convert website visitors into customers automatically

24/7 Availability

Your customers can generate quotes and submit proposals anytime, day or night. Never miss a lead because your office is closed.

Instant Pricing

Automated calculations provide accurate quotes instantly based on property details, square footage, and service selections.

Mobile-Friendly

Fully responsive forms work perfectly on smartphones, tablets, and desktops for a seamless customer experience.

Scheduling Preferences

Collect customer availability and scheduling preferences directly in the form for faster appointment booking.

Customizable Branding

Fully white-labeled with your logo, colors, and messaging to maintain your brand identity throughout the customer journey.

Lead Capture

Automatically collect customer contact information, property details, and service preferences for immediate follow-up.

Email Automation

Instant proposal delivery via email with professional formatting and your company branding.

Analytics & Tracking

Track form submissions, conversion rates, and customer interactions to optimize your sales funnel.

Part of a Complete Ecosystem

Once a customer submits a proposal, it becomes a full-featured proposal in your system with access to all platform capabilities. Customer-generated proposals benefit from the same powerful features as sales team-created proposals.

Automations

Trigger follow-up sequences and workflows automatically

CRM Integrations

Sync to PestPac, FieldRoutes, and other platforms

Reporting

Track performance with detailed analytics dashboards

Diagrams

Add property diagrams for visual clarity

Video Proposals

Include personalized Loom videos for engagement

State Inspections

Convert to compliant inspection reports when needed

Amplify Your Marketing

Transform every customer touchpoint into a lead generation opportunity. Here are proven ways to leverage customer-generated proposals across your marketing channels.

NFC Tap Cards

Equip your sales team and technicians with smart tap cards that instantly direct customers to your proposal form with a simple phone tap.

  • Seamless lead capture at service calls
  • Professional impression at networking events
  • No app download required
  • Track individual team member performance

Referral Programs

Empower your existing customers to share proposal links with friends and family, creating a viral growth loop for your business.

  • Personalized referral tracking links
  • Turn satisfied customers into advocates
  • Lower acquisition costs
  • Higher conversion rates from warm leads

Email Campaigns

Include direct links to your proposal system in newsletters, promotions, and automated email sequences to convert subscribers into customers.

  • Seasonal promotion campaigns
  • Re-engagement email sequences
  • Lead nurturing workflows
  • One-click path to quote

Vehicle QR Codes

Turn your fleet into mobile billboards with QR codes that neighbors can scan while your team is on-site servicing nearby properties.

  • Capitalize on neighborhood visibility
  • Generate leads during service calls
  • Build local brand awareness
  • Instant mobile engagement

Website CTAs

Strategically place call-to-action buttons throughout your website that funnel visitors directly to your automated proposal system.

  • 24/7 lead generation while you sleep
  • Reduce dependency on phone calls
  • Lower cost per acquisition
  • Instant gratification for prospects

Billboard & Outdoor

Maximize your outdoor advertising ROI with large QR codes that drive immediate action from billboards, bus stops, and yard signs.

  • Measurable outdoor advertising results
  • Convert passive viewers to active leads
  • Track campaign effectiveness by location
  • No phone number to remember or type

Direct Mail Postcards

Send targeted postcards to neighborhoods with QR codes pre-programmed for instant estimate requests. Recipients scan and submit their details in seconds.

  • Pre-programmed QR codes for instant quotes
  • Target specific geographic areas
  • Trackable campaign performance
  • Higher response rates than traditional mailers
Direct Mail Postcard Example

Select Your Industry

Click any industry below to see a live demonstration of Customer Generated Proposals in action.

Ready to Automate Your Sales?

Discover how Customer Generated Proposals can transform your sales process and help you close more deals.

Schedule a Demo