Proposal Automation: Measurements In, Branded Multi-Option Proposal Out
Built: Built and working; not currently running in production.The tablet In-Home Proposal System built on this approach is live at Certified Contracting. The measurement-to-PDF generator and the payment flow in our internal Certified AI system are built but not in production.
What does the Proposal Automation system do?
Proposal automation turns measurements and a chosen scope into a branded, multi-option proposal in minutes, using your price book, and can carry an accepted proposal through e-signature and payment. A person sets prices and approves every proposal before it goes out.
Estimating eats evenings. The salesperson measures during the day, builds the proposal at night, and the customer who wanted a number at the kitchen table gets it two days later, after they've heard from someone faster.
The input
Measurements from a report (e.g. Roofgraf, EagleView, Hover) or traced from satellite imagery
Your price book, options and margins
Scope notes from the site visit
Watch it run
Proposal Automation, step by step
A sample run through every step of the Proposal Automation system, from the first input to the finished result. Gold steps are handled by AI; green steps stay with people.
Built: Built and working; not currently running in production.
Certified AI™ · Proposal AutomationStep 1 of 6
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InputMeasurements in
A measurement report or a traced roofline supplies the quantities. Pitch and waste factors are applied by rule.
SystemPrice from your book
Line items are priced from your price book, never invented. Good / better / best options are built from the same scope.
AIDraft the narrative
The scope description and option explanations are drafted in plain language from the line items.
HumanReview and approve
The salesperson or owner reviews prices and wording and approves the proposal.
OutputBranded PDF
A branded, multi-option PDF is generated and sent.
SystemSignature and payment
An accepted proposal moves to e-signature and a payment link; a person confirms before a payment is recorded as settled.
InputMeasurements in
SystemPrice from your book
AIDraft the narrative
HumanReview and approve
OutputBranded PDF
SystemSignature and payment
How the Proposal Automation system runs. Illustration.
The workflow
How it works, step by step
Proposal Automation workflow
Input
System / integration
AI step
Human step
Output
Input
Measurements in
A measurement report or a traced roofline supplies the quantities. Pitch and waste factors are applied by rule.
System / integration
Price from your book
Line items are priced from your price book, never invented. Good / better / best options are built from the same scope.
AI step
Draft the narrative
The scope description and option explanations are drafted in plain language from the line items.
Human step
Review and approve
The salesperson or owner reviews prices and wording and approves the proposal.
Output
Branded PDF
A branded, multi-option PDF is generated and sent.
System / integration
Signature and payment
An accepted proposal moves to e-signature and a payment link; a person confirms before a payment is recorded as settled.
The output
A branded PDF proposal with multiple options
A structured record of the quote for follow-up and reporting
A signed agreement and payment link when accepted
Works with your tools
Built around the CRM, calendar, phone and ad accounts you already use. We confirm access to your tools before scoping anything.
Division of labor
What the AI does, and what people do
The AI
Drafts scope narratives and option explanations from the line items
Reads measurement reports into structured quantities
The human
Owns the price book and every price on every proposal
Approves each proposal before it is sent
Confirms signatures and payments before work is scheduled
Business impact
What changes when it runs
Proposals go out the same day as the visit
Pricing stays consistent across salespeople
Accepted proposals move to signature and payment without re-typing
We describe impact qualitatively until we have measured numbers. Verified figures appear on case studies only.
Who it's for
Contractors and home-improvement companies quoting from measurements
Service businesses with a price book and repeatable options
Not a fit if…
Custom work where every quote needs a full engineering estimate
See it running
Products built on this system
Tools we run our own companies on, each with an interactive demo using sample data.
Live: Running in production for a real business today.Certified Contracting
A proposal generator that turns roof measurements into a branded, multi-option PDF, plus a satellite-tracing quote tool for permanent lighting, built to end late-night estimating.
A roofer's order of operations for automation: lead response, estimate follow-up, proposals, recruiting and invoices, and what should stay human.
Read →
Proposal Automation: common questions
Can it work from a measurement report we already buy?
Yes. It reads common report formats, and for simpler jobs it can trace measurements from satellite imagery.
Which e-signature tools does it support?
It depends on API access. We verify that your e-signature vendor's API is actually available on your plan before building, because some vendors restrict it to enterprise tiers.
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Built: Built and working; not currently running in production.
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Invoice-to-job automation reads supplier invoices as they arrive by email, extracts the job reference, amounts and line items, and attaches each invoice to the matching job in your CRM. Anything it can't match with confidence goes to a person, so material cost is known per job instead of discovered at month end.
See how it works →
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