Vol. 01 / A Proposal Platform for ContractorsApril 2026

Every proposal looks like your best proposal.

A proposal platform for contractors. HVAC, mechanical, electrical, plumbing, controls, and the trades around them. It replaces Word templates, Publisher files, and cobbled boilerplate with branded, ready-to-send proposals your team can ship in minutes.

See a sample proposal

01Three reasons

What Proposely actually does for you.

Reason 01

Ship proposals in minutes, not days.

A bid that takes your estimator four to eight hours to cobble together in Word, Publisher, or a cobbled stack of old files takes under an hour in Proposely. Upload the RFP and the tool reads it end-to-end, extracts every requirement, pulls matching content from your library, and hands back a draft that already answers what the client asked for.

Your estimator still edits the parts that actually differ bid-to-bid — pricing, execution strategy, technical detail. The hours of copy-pasting boilerplate are gone.

Reason 02

Every bid, on brand. No matter who builds it.

Proposely is deployed with your logo, your colors, your typography, and your URL. It's your tool — not a generic SaaS with your logo pasted on top. From that foundation, the platform governs the parts of every proposal that should be identical across your entire sales team: company background, safety records, team bios, section structure, and the hundred small typographic decisions that make a document feel coherent.

Ten salespeople, one standard. What your east-coast rep ships looks exactly like what your west-coast rep ships. Leadership sets the standard once. Every bid inherits it.

Reason 03

Never start from scratch.

Every proposal your team has ever built stays searchable, tagged by project type, and ready to duplicate. Won a similar bid last quarter? Spin up a new draft from it in one click, instead of hunting through email chains and desktop folders for the version your best estimator wrote.

When a salesperson leaves, their work stays in the system. When a new hire arrives, they start with every proposal your firm has ever built — not a blank page and a template from 2019.

02Features

What’s inside a Proposely proposal.

Every proposal is composed of ordered sections your team can reorder, toggle, and customize. Proposely handles the parts that every contractor ships the same way. Your team spends time on the parts that actually differ bid-to-bid.

Feature 01

RFP Intake

Upload an RFP and Proposely returns a first draft in minutes, with every client requirement mapped line-by-line.

Feature 02

Schedule Simplifier

A Gantt export from Microsoft Project or Primavera becomes a one-page client-friendly execution summary.

Feature 03

Content Library

Boilerplate, safety, team bios, and past projects governed centrally, loaded once, reused everywhere.

Feature 04

Team & Org Charts

Pick your project team once. Proposely generates the org chart, personnel roster, and interview panel.

Feature 05

Admin Controls

Lock sections, set company-wide defaults, and approve content. Speed for sales, control for leadership.

Feature 06

Real-time Collaboration

Multiple team members edit the same proposal simultaneously, with change tracking and inline comments.

03Book a demo

See what your proposals could look like.

A 30-minute walkthrough. We’ll look at the proposals your team ships today, then show you what the same content looks like when Proposely is doing the heavy lifting.

01A live RFP intake, from upload to draft in under five minutes.
02A schedule export turned into a client-friendly timeline.
03A branded export set up with your logo and colors during the call.

Tell us about your team