Proposal Generator

Proposals

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Stage 1

Source The Proposal

Start with the strongest source material you have. Render packet first, Zoho deal next, invoice paste when you need costs to land in metrics.

Render Packet

Best starting point when all you have is the render packet. It builds the room list and visual draft immediately.

📄
Drop renderings PDF or click to select
Modular Closets design PDF

Supplier Invoice

Paste the supplier invoice email when you want shipping, materials, and tax to flow straight into business metrics.

Stage 2

Define The Job

Lock the client, scope, pricing model, and builder-specific release notes before you start shaping the customer-facing package.

Client Info

Not a valid email address

Proposal Settings

Pricing Engine

%
WCC discount from Modular Closets
%
0% = match PDF price  ·  + % raises above PDF price
Round all prices: · · ·
Stage 3

Build The Room Scope

Room structure, pricing, imagery, and highlights should feel complete here before you move into discounts, payment flow, and terms.

Room Builder

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No rooms yet. Import a PDF or add one manually.
Stage 4

Package The Commercials

Once the room scope is right, shape options, discounts, invoice flow, and internal margin controls together so the proposal reads coherently.

Proposal Options

Discounts & Promos

Proposal Discount
Auto-Discount Tiers (applies automatically based on closet count)
+ closets → % off
+ closets → % off

Financing

Stripe Invoice

Create and attach a Stripe invoice to this proposal.

Terms

Auto-fills based on scope selection above. Edit freely.

Business Metrics (not shown on proposal)

Customer Total
Your Costs
Materials
$
Shipping
$
Taxes
$
Gross Profit
Margin
Room Margin Check

Proposal Preview

Send Proposal

Final customer-facing review before delivery
Review the outbound note, then send it from WCC email. This send is logged so follow-up stays visible.
Delivery Summary
Recipient
Proposal Total
Service Model
Selected Package Base scope
Customer Preview HTML email
Wisconsin Custom Closets Your proposal is ready

Review the design, confirm the scope, and send back any revisions before approval.

Hi there,

Your Wisconsin Custom Closets proposal is ready to review.

Total $0 Base scope
Review Proposal

Revision History

Compare prior snapshots and restore one back into the editor before saving a new revision.

Zoho Deal Browser

Browse or search open deals, then click to link
Saving proposal...