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How XBuild Proposals Work: From Estimate to Signed Deal in 5 Minutes.
Walk through XBuild's proposal workflow — from AI-generated estimate to branded proposal with e-sign and payment collection. Close deals on-site.
The Old Way: Estimate Today, Proposal Tomorrow, Close Next Week.
Most contractors follow the same painful workflow:
- Visit the job site
- Take measurements and photos
- Go back to the office
- Spend 1-2 hours building the estimate
- Create a proposal in a separate tool
- Email it to the homeowner
- Wait days for a response
- Chase the signature
By the time you send the proposal, the homeowner has already gotten 2-3 other quotes. You're competing on price instead of speed and professionalism.
The XBuild Way: Close on Site.
XBuild compresses this entire workflow into a single visit:
- Generate the estimate — describe the project to XBuild's AI, upload measurements
- Review and adjust — make changes in conversation, update pricing, add options
- Create the proposal — one click turns your estimate into a branded, professional proposal
- Present Good/Better/Best options — give the homeowner choices that increase your average ticket
- Collect the signature — built-in e-sign, no separate tool needed
- Collect payment — take a deposit or full payment on the spot
Total time: 5 minutes from estimate to signed proposal.
What's Inside an XBuild Proposal?
Every XBuild proposal includes:
- Project scope with clear descriptions of the work
- Good/Better/Best pricing options to maximize deal value
- Material specifications with real supplier pricing
- Site photos from the inspection
- Terms and conditions customized to your business
- E-signature block for instant signing
- Payment collection for deposits or full payment
Good/Better/Best: Why It Works.
Offering tiered options is one of the most effective sales strategies in contracting. XBuild makes it automatic:
- Better — mid-range with upgraded materials or extended warranty
- Best — premium option with top-tier materials and full coverage
Studies show that 60-70% of homeowners choose the middle option, which means your average ticket goes up without any extra selling effort.
E-Sign and Payments: No More Chasing.
The biggest deal killer in contracting is the gap between "I'm interested" and "sign here." Every hour that passes, the close rate drops.
XBuild eliminates this gap:
- Payment collection lets you take a deposit immediately via Stripe
- Automatic receipts are sent to both parties
No more emailing PDFs, waiting for DocuSign, or chasing checks.
Real-Time Supplier Pricing.
Every estimate in XBuild uses live pricing from ABC Supply, SRS, and QXO. This means:
- Material costs reflect today's market
- No more guessing or using outdated price books
Team Performance Tracking.
For companies with multiple sales reps, XBuild includes a team leaderboard and My Business dashboard:
- Track proposal-to-close ratios
- Identify top performers and coaching opportunities
- Monitor revenue across your entire team
The Result: More Deals, Less Admin.
Contractors using XBuild report:
- Higher close rates — professionalism and speed build homeowner confidence
- Less admin work — no separate tools for estimates, proposals, e-sign, and payments
- Higher average tickets — Good/Better/Best options increase deal value
Getting Started.
XBuild proposals are available on all plans. Create your free account, generate your first estimate, and send your first proposal today.
Speed wins deals. The contractor who presents a professional proposal on-site will beat the contractor who emails a quote three days later — every time.
