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.
The Frankenstein proposal.
The work contractors do is excellent. The documents they submit don’t reflect that. Four patterns show up in every audit.
- Finding 01
Inconsistent branding
Every salesperson builds proposals differently. Fonts change, layouts shift, outdated logos appear. The company has no single look for its proposals. The client sees it in the first thirty seconds.
- Finding 02
Duplicated effort
Each proposal is built from scratch or cobbled from old files. Estimators spend four to eight hours per bid copy-pasting boilerplate, introducing inconsistencies and typos along the way.
- Finding 03
No single source of truth
One salesperson uses last year's safety stats. Another describes the company differently than leadership would. Nobody controls the message, and the cracks show up in writing.
- Finding 04
Unreadable schedules
Gantt exports from Microsoft Project or Primavera get pasted into proposals as dense, task-by-task walls. The client reviewing the proposal can't parse any of it. They flip the page.
Built for the way contractors actually win work.
Cut proposal time by 60 to 80 percent.
Pre-loaded content libraries, reusable sections, and a draft generated from your RFP eliminate the blank page. Estimators stop copy-pasting and start shipping.
Ten salespeople. One standard.
No two reps build a proposal the same way in Word. Fonts drift, boilerplate forks, safety stats go stale. Proposely governs the parts that should be identical across every bid, so what your east-coast rep ships looks exactly like what your west-coast rep ships. Leadership sets the standard once. Sales ships.
Never start from scratch.
Every proposal your team has ever built stays searchable and duplicable. Win a similar bid last quarter? Spin up a new draft in one click instead of hunting through email.
From RFP to ready-to-send, in one sitting.
- Step 01
Upload the RFP.
Drop in a PDF or Word document. Proposely reads it, pulls out requirements, deadlines, and reference counts, and builds a compliance checklist so nothing gets missed.
- Step 02
Build the draft.
Your pre-approved content library fills in the blanks. Company background, safety record, team bios, past projects. Edit what needs editing, skip what doesn't.
- Step 03
Export and send.
One click renders a branded PDF ready for the client. Every proposal looks like the best proposal your company has ever shipped.
What’s inside a Proposely proposal.
Every proposal is composed of ordered sections your team can reorder, toggle, and customize. The tool handles the parts every contractor ships the same way. Your team spends time on the parts that actually differ bid-to-bid.
RFP Intake
Upload an RFP. Proposely reads it end-to-end, extracts requirements, deadlines, required sections, and reference counts, and drafts a response that maps line-by-line to what the client asked for. A pre-submission check confirms nothing was missed.
Schedule Simplifier
Export a Gantt from Microsoft Project or Primavera, drop it in, and Proposely turns the unreadable task grid into a one-page execution summary with phases, milestones, and a timeline a client can actually parse.
Content Library
Company background, safety record, past projects, team bios, references. Loaded once, governed centrally, reused everywhere. No more rogue boilerplate from an old desktop folder.
Team & Org Charts
Pick your project team once. Proposely auto-generates the org chart, the personnel roster, and the interview panel page. Three outputs, one selection, zero duplicate data entry.
Admin Controls
Lock sections. Set company-wide defaults. Approve content before it ships. Salespeople get speed; leadership keeps the message. Multi-branch hierarchies supported for firms with regional offices.
Real-time Collaboration
Multiple team members edit the same proposal simultaneously, with change tracking and inline comments. No more emailing Word documents back and forth at 10pm the night before submission.
Your tool. Your brand. Your URL.
Proposely isn’t a generic SaaS with your logo pasted on top. Every deployment is configured for one company: your colors, your typography, your section structure, your content library, your URL. The platform behind the scenes is shared. What your team sees and what your clients receive is entirely yours.
- Your logo
Rendered across every cover page, header, footer, and export.
- Your colors
Applied to headings, tables, call-outs, and accents. Nothing generic.
- Your typography
We load your company typeface. Proposals ship in your voice.
- Your URL
Deployed at proposals.yourcompany.com. Staff log in to your tool.
Built for a real contractor. Now offered to the trades.
Proposely was built in 2026 for a commercial HVAC and controls contractor working $500K to $50M projects. When their team stopped losing bids to unreadable documents, we decided every contractor should have the same tool.
Read the full story→- Firm founded
- 1983
- Proposal tool
- MS Publisher
- Authors
- Many
- Brand standards
- None
- Hours per bid
- 4–8
Years of proposals. One new standard.
The questions contractors ask first.
What we hear most on the first call. If your question isn’t here, email hello@proposely.app.
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How long does deployment take?
Typically two to three weeks from kickoff. Week one is configuration — your brand, section structure, content library. Week two we load your existing company content and train two or three lead users. Week three you ship your first Proposely-built proposal.
Can we keep our existing proposal templates?
Yes. Anything you have already built in Word, Publisher, or as PDFs we import into your Proposely content library during onboarding. Nothing is lost, and the content is immediately governed and reusable.
Is this replacing our estimator?
No. Proposely handles the parts of the proposal that should be identical on every bid — company background, safety stats, team bios, boilerplate. Your estimator spends their time on the parts that actually differ: pricing, execution strategy, bid-specific technical content. Same job, less grunt work.
What if we don't use Microsoft Project for schedules?
Primavera works, standard Excel exports work, and PDF schedule pages work. If your schedule can be exported, Proposely can read it and turn it into a client-friendly execution page.
Who owns our content?
You do. Every proposal you build, every piece of content you upload, and every export stays yours. If you ever leave, you leave with everything — full export, no lock-in.
What happens to proposals we've already shipped?
Nothing. Proposely does not touch your past proposals. Going forward, anything new is built inside Proposely so the new standard applies from here.
How is this different from PandaDoc or Proposify?
Those are generic proposal tools. Proposely is purpose-built for contractors. The section architecture, the RFP intake, the schedule simplifier, the one-selection team outputs, and the white-label brand system all exist because that is how contractors actually assemble a bid for a $500K to $50M project. Generic tools do not understand that workflow.
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.