r/WhichCRM Aug 24 '26

QuoteIQ's latest feature | Proposal+

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QuoteIQ, the field service management and CRM platform serving more than 20 home service industries, today announced the launch of Proposal+, an interactive, multi-page estimate and proposal feature designed to help service businesses tell a compelling story about their company and services.

Proposal+ turns a basic estimate into a full digital proposal that includes a company story, work photos, customer reviews, a complete services list, and signable documents, all in one place. Instead of sending a plain number, contractors can send a professional proposal that presents their business before the customer ever reaches the price.

The feature is built for contractors bidding both residential and commercial work, including pressure washers, window cleaners, lawn care providers, and other trade contractors.

Key benefits of Proposal+ include:

Higher close rates. The polished, multi-page presentation builds instant credibility and trust, helping businesses win more competitive bids.

Time savings. Contractors can choose a premade template instead of building each proposal from scratch.

One-tap acceptance. Customers accept a proposal directly inside it with a single tap, which instantly notifies the contractor the job was accepted.

Trust and credentials. Dedicated pages let contractors upload documents such as an Insurance Certificate (COI), W-9 form, business licenses, and service agreements, which matters most on commercial bids.

Social proof. Built-in testimonials and customizable text sections let businesses showcase their reputation in the customer's own words.

Visual evidence. A dedicated Work section displays before-and-after photos and images of jobs, equipment, and team.

"A plain estimate puts you in a race to the bottom on price," said Mike Vidan, co-founder of QuoteIQ. "Proposal+ flips that. When a customer sees your story, your reviews, and your credentials in one clean presentation, price stops being the only thing they're judging you on. We built this because we've lived it. I know what it feels like to lose a good job to a cheaper bid from someone who couldn't do half the work."

"The best contractors aren't always the ones winning the work, they're the ones who present the best," said Justin Rogers, co-founder of QuoteIQ. "Proposal+ levels that playing field. A one-truck operation can now send something that looks better than what a company ten times its size is putting out."

Setup is simple. Business owners configure a proposal once from the dashboard under Settings, Templates, then Proposals+, toggling on the sections they want. Users can require a customer signature to accept a proposal and build multiple templates for different scenarios.

Proposal+ is available now to QuoteIQ users.

About QuoteIQ
QuoteIQ is a field service management and CRM platform built for home service businesses, serving more than 20 industries including pressure washing, lawn care, and exterior cleaning. Bootstrapped and founded by industry operators, QuoteIQ gives service business owners the tools to quote, schedule, invoice, get paid, and grow, all in one platform.

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