Free Proposal Builder Tool
for Land Surveyors
Create professional proposals with section templates, pricing tables, and a built-in estimate assistant. Download a ready-to-send PDF when you're done.
Benefits
Better Proposals, Less Overhead
The Proposal Builder helps everyone involved in winning and delivering work. Start drafting immediately, no account needed.
Solo Surveyors
Stop fighting Word templates. Build and send proposals without the formatting headaches.
Small Firms
Standardize your proposals across the team with reusable section templates and consistent pricing.
Project Managers
Build accurate estimates with the Estimate Assistant, then generate service line items automatically.
Business Development
Send branded proposals that lay out scope and pricing so clients can say yes faster.
Administrators
Track proposal status from draft through acceptance, and clone past proposals for similar jobs.
Leadership
See where every proposal stands, from draft to accepted, in one place.
Document Builder
Build Proposals with Structured Sections
Outline, edit, preview
Use the sidebar to organize sections, then edit each one with a rich-text editor. Merge tags resolve in real time as you type.Section Templates
Start with built-in templates for Header, Intro, Services, Terms, and Signature blocks. Add custom sections for anything else.
Merge Tags
Insert dynamic tags like {{PROJECT.NAME}} and {{CLIENT.EMAIL}} that automatically resolve to your proposal details.
Reusable Snippets
Save any section as a reusable snippet. Drop your standard scope language, terms, or intro text into future proposals.
Services & Pricing
Pricing Tables, Calculated Automatically
Scope and pricing in one table
Build your scope of services with a pricing table that totals itself. Need multiple Services sections for phased work? Add as many as you want.Line Item Editing
Add service line items with name, quantity, unit (hour, day, or each), and rate. Line totals compute automatically.
Subtotal, Tax, and Total
See your subtotal, optional tax, and total update in real time as you edit. Totals are recomputed on the server to ensure accuracy.
Multi-Currency Support
Select from common currencies (USD, CAD, AUD, EUR, GBP, and more) and all monetary values format correctly throughout the proposal and PDF.
Estimate Assistant
Build Estimates from Roles, Tasks, and Disbursements
Your numbers stay internal, the client sees the total
The Estimate Assistant works like the spreadsheet-based estimating many surveyors already do, but it lives inside your proposal. Save your default roles and rates so the next estimate is faster.Role-Based Labor Planning
Define your team roles (Project Manager, Field Crew, Design Team) with hourly or daily rates, then allocate hours per task.
Contingency and Disbursements
Add a labor contingency percentage plus disbursements for travel, accommodation, meals, equipment, mileage, and custom categories.
One-Click Apply to Services
Generate detailed or summary service rows from your estimate and push them into your pricing table. Replace or append to existing rows.
Proposal Management
Track, Clone, and Manage Your Proposals
Find any proposal in seconds
The proposal manager shows every proposal you've created. Search, filter by status, clone for similar jobs, or delete what you don't need.Status Tracking
Track each proposal through Draft, Submitted, Accepted, and Rejected stages with automatic date stamps.
Search and Filter
Find any proposal quickly by searching title, project, or client. Filter by status or job scope to focus on what matters.
Clone for Similar Jobs
Clone an existing proposal into a new draft to save time on similar projects. All content copies over; status resets to Draft.
Stop using Word templates and spreadsheets
Build better proposals with a tool made for land surveyors. Completely free.
Feature Overview
What's included
A proposal tool built specifically for land surveying firms.
Header, Intro, Services, Terms, Signature, and Page Break templates are ready to go out of the box.
Full rich-text editor with formatting, lists, and links for intro, terms, signature, and custom sections.
Pricing tables with line items, quantities, units, rates, and automatic subtotal, tax, and total calculations.
Plan labor by role and task, add contingency and disbursements, then generate service line items from your estimate.
Download a branded PDF of your proposal, ready to email to your client.
Save sections as snippets and reuse your standard scope, terms, or intro text in future proposals.
Dynamic tags like {{PROJECT.NAME}} auto-fill from your proposal details in both the editor and the PDF.
Upload your company logo and add contact details to the header so every proposal looks like yours.
Clone any existing proposal into a new draft. Perfect for similar jobs or recurring clients.
Track proposals through Draft, Submitted, Accepted, and Rejected stages with date stamps.
Pick from 10 common currencies. All monetary values format correctly throughout the proposal and PDF.
Once signed in, proposals autosave to the cloud so you can access them from any device.
Your next proposal could look this good
Free and built for land surveyors. No credit card, no signup. Just open it and start building.
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