Attached to an email and read once, if at all. No analytics, and no way of knowing it arrived.
Specifi presents The Proposal 3.0
PDF quotes. Then digital proposals. Proposal 3.0 replaces both: an interactive experience your client walks through, questions and signs. Only from Specifi.
14 days free · No card required · Every feature included
// Proposals, redefined
PDFs and digital proposals had a good run, until now.
Proposal 3.0 isn't a better document. It's the next generation.
Where it started, where we are.
// Three generationsDigital proposals
A document behind a link. Easier to send. Still a document and a list.
Specifi Proposal 3.0
An interactive experience. Your client walks their home room by room, chooses options, asks questions in place, signs and pays. Only from Specifi.
// Meet Bob the AI™
Not a chatbot. A colleague who does the work.
Bob is the AI built into Specifi. Ask in plain English and it answers, finds it, or builds it for you, proposals too. You approve every change. Included on every plan.
- 01You ask.In your own words, like texting a teammate.
- 02Bob works.Across the right parts of Specifi, in seconds.
- 03You approve.Anything that creates or changes data comes to you first.
- 04It's done.Big jobs keep running in the background.
Your data stays yours. Bob runs on Specifi's own servers. It never leaves, and it never trains outside models.
More about BobWhat a proposal is now.
// Before and after| Stage | PDF and digital | Proposal 3.0 |
|---|---|---|
| Built by | You, after hours, copying the last job's quote. | Bob, from a plain-English brief, in your brand. |
| What the client gets | A static PDF full of line items. | A living proposal: your cover film, every room, every brand, every option. |
| Changes | Edit, export, resend, explain it again. | Ask Bob. The proposal updates in place. |
| Who can open it | Anyone it gets forwarded to. | Who you choose: password, view limit and expiry date. |
| After you hit send | Silence. | Opens, time reading, read depth and a heat map of what held their attention. |
| Questions | Email back and forth. | Asked and answered inside the proposal. |
| Signing | Print, sign, scan, chase. | Signed on any device, deposit paid through Stripe. |
| After the signature | Retyped into a project. | A live project, automatically. |
After we completed our first proposal, our client accepted straight away. We would highly recommend it to anyone in the industry.
Open one. Scroll it like your client will.
// Proposal templatesThese are live Specifi proposals, not screenshots. Click one and read it the way a homeowner does.
// 01 Build
Bob builds it. You take the afternoon.
01 Build: features
Type your website. Bob brings back your brand.
Give Bob your web address and it reads the site: your palette, your type, your spacing and your components, written up as design guidelines for the whole team or a single proposal. It takes a couple of minutes, and every proposal Bob builds starts from it.
Real product · Your brand from your website
Real product · Create with Bob
Describe the job. Bob builds the proposal.
Tell Bob what the client wants in plain English. Bob pulls the products from your supplier catalog, lays the proposal out room by room, applies your pricing and builds every section in your brand. You approve every change.
Ask Bob what you need changed.
Change the location and the tagline on the cover. Restyle a section in your colors. Say it the way you would say it to your designer and watch the proposal change. Nothing reaches your client until you send it.
Real product · Ask Bob
Your brand from your website
Point Bob at your website and it imports your design guidelines, for the whole team or a single proposal.
Create with Bob
Describe a section in the chat and Bob builds it into the proposal, in the proposal's own style.
Edits by asking
Images, fonts, colors and layout, changed in plain English and updated in place.
Templates for every job
Your logo, colors, type and section order, with templates for residential, commercial and service work.
Ready-made sections
Cover, sales quote, maintenance contracts, extended warranty, payment terms and acceptance.
Live supplier pricing
Over 1 million products with live pricing and imagery, and visible margin on every line.
// 02 Present and send
A proposal they want to read.
02 Present and send: features
It reads like a design book, not a quote.
Your cover film, the way they will live in the space, every room, the brands, the investment, care plans and Accept. One link that works on a phone, a tablet or a laptop.
Real product · What your client sees
Real product · Proposal settings
Send it on your terms.
Send it straight from Specifi or copy the link. Lock it with a password, cap the number of views or set an expiry date, and decide whether your client can comment or download a PDF.
Room by room
Floors and rooms, the way your client already thinks about their home.
Good, better, best
Upgrade options your client compares and chooses inside the proposal.
Care plans before Accept
Monthly care tiers sit right before acceptance, so service is sold with the install.
Password, view limit, expiry
Control who opens the proposal, how many times, and until when.
Send, schedule, follow up
Send from Specifi, schedule it, set a follow-up reminder, or copy the link yourself.
Every version kept
Versions are backed up automatically, and every proposal has a print-ready PDF.
// 03 Track
You see every second of it.
03 Track: features
Know exactly what held their attention.
See when they open it, how long they read, how far they got and where they lingered, section by section and on a heat map. Call while they are still deciding, with the section they cared about in front of you.
Real product · Heat map
Real product · Questions inside the proposal
Questions answered where they are asked.
Your client taps anything in the proposal to ask a question or request a change. You reply in place, they see the answer beside the total, and the thread stays with the proposal.
Open tracking
Every view and when it happened, including whether they are reading it right now.
Time reading and read depth
How long they spent and how far they got through the proposal.
Where they spent time
Attention section by section, so you know which part to talk about.
Heat maps
The proposal as they saw it, with the parts that held their eye lit up.
Attention mapping
Where they clicked and where they hovered, mapped across the proposal.
Comments in the proposal
Questions and change requests pinned to the exact spot, open until resolved.
// 04 Close
How fast can you start? Monday.
04 Close: features
Signed and paid in the proposal.
Your client chooses their options, accepts and signs in the browser on any device, then pays the deposit through Stripe. The signed proposal becomes a live project, with the deal marked won and the payment schedule in place.
Real product · Acceptance
E-signature built in
Signed in the browser on any device and stored against the deal. No separate e-sign subscription.
Stripe deposits
Signature turns the proposal into an invoice and the deposit is paid against it.
Options chosen at signing
Upgrades and the care plan your client picks carry straight into the signed scope.
Straight into the project
The opportunity is marked won, the project spins up and the payment schedule is created.
Change orders in the portal
Clients approve change orders in their branded customer portal.
One record from start to finish
Projects, work orders and invoicing all read from the signed proposal.
// Specifi
Every feature. One price. All In.
Proposal 3.0 is part of the platform, not an add-on. Every plan includes the full platform, Bob the AI and every feature, with no per-user surcharges.
Bob includedNo per-user surchargesPlans by team size
// Your move
Send your first Proposal 3.0 this week.
Start a free trial and build it with Bob today, or book a 30-minute walkthrough with our team.
14 days freeNo card requiredEvery feature included
// Questions
Before you switch.
The short answers. Book a demo for the long ones, on your own job.
Book a demoCan I use my existing templates?
Yes. During onboarding our team rebuilds your templates inside Specifi with your brand, typography, section order and signature blocks. Keep as many as you need for residential, commercial, service-only and design-only work.
Does Bob cost extra?
No. Bob the AI is included on every plan. Bob answers, finds and builds, and you approve every change. Nothing goes to your client until you send it.
Where does my data go?
Bob runs on Specifi's own servers. Your data never leaves and never trains outside models.
How does e-signature work?
Your client opens a branded link, reviews the proposal and signs in the browser on desktop or mobile. The signed copy is stored against the deal. You do not need a separate e-signature subscription.
Can I collect a deposit at signature?
Yes, through Stripe. After signature the proposal converts to an invoice and the deposit is collected against it: sign, then pay, in one journey. Specifi doesn't take a cut; Stripe's standard fee applies.
What if my client wants paper?
Every proposal has a print-ready PDF with the same content, branding and pricing. Tracking and in-proposal questions work on the live link, so point clients there when the job warrants it.
// The film
Bye bye, workflow.
Watch an integrator retire this year's proposals and get signed by Monday. Runtime 1:16, sound on.
// Proposal 3.0
Your 2026 proposals had it coming.
Start a free trial. Your first Proposal 3.0 can go out this week.