Sign the dealbefore you pull cable.

A generic quoting tool is built around line items and a subtotal. An AV proposal has to carry cable schedules, wiring schematics, floor plans with device locations, labour across trades, and brand-specific product detail pulled from live supplier pricing. A word-processor template loses the first time the client asks "what TV is that?" or "what's the cable run from rack to TV2?". Specifi's proposal engine keeps the supporting artefacts attached to the line items that generate them, so a change to quantity or product automatically flows through the schematic, the schedule, and the price without you rebuilding the pack from scratch.

Yes. During onboarding our team rebuilds your templates inside Specifi using your brand, typography, section ordering, and signature blocks. What you send out from Specifi looks like a document from your business, not a document from ours. You can maintain multiple templates for different project types (residential integration, commercial install, service-only, design-only), and templates can be versioned so a legacy template stays available while a new one rolls out to the sales team. Template edits take minutes and do not require a developer.

Specifi connects directly to a growing list of major AV distributors and manufacturers for live catalogue, pricing, and product imagery. The integrated catalogue sits at over 1 million products today and grows as new supplier feeds come online. For brands not yet directly integrated, you can import custom products with your cost, your margin, and your own datasheet imagery; those products then behave exactly like integrated ones inside the proposal. If a specific supplier is critical to your business, ask on the demo and we will confirm current status or prioritise the connection.

Every proposal has a "send for signature" button. The client receives a branded link, clicks through to a read-only view of the proposal in the client portal, and signs in-browser on desktop or mobile. The signed PDF is stored against the deal record, timestamped, IP-logged, and admissible as evidence under UK and US e-signature law. Multi-party signing is supported for projects that need an architect or a builder to countersign before the homeowner. You do not need a separate DocuSign or Adobe Sign subscription.

Yes, via Stripe. One workflow note: after signature, the proposal converts to an invoice and the deposit is collected against that invoice. The client experience is sign, then pay. Payment options follow Stripe: card, Apple Pay, Google Pay, and bank transfer where available in the client's region. Larger deposits beyond card-network limits route through ACH or BACS. Specifi doesn't take a cut. Stripe's standard processing fee applies. Once paid, the deal advances and the project is ready to spin up for delivery.

A change order is a versioned revision of the original proposal. When the client requests a scope change after signature, you add the new products, labour, or scope as a delta; Specifi generates a change-order document showing exactly what moved, at what price, with what schedule impact. The client signs the change order in the portal the same way they signed the original. Once signed, the project budget updates, the supplier purchase orders update where relevant, and the invoice schedule recalculates. Unlike most competitors in this space, change orders are included; there is no upgrade tier or add-on to turn them on.

Not in the structured back-and-forth flow you might be thinking of. Today the client either accepts the proposal as drafted or emails you to negotiate, and you adjust the proposal and resend. Where this matters most (the homeowner asking for a different model of speaker, the consultant asking to swap a lighting brand, the builder asking for a longer cable run), the change is two clicks: swap the product or adjust the line, the schedule and pricing recalculate, send the new version. The client can compare versions side by side in the client portal before signing. A formal counter-propose flow (clients propose changes through the portal, integrator accepts, rejects, or counters) is a roadmap consideration with no committed date.

Yes. Build with Bob writes the whole proposal document from the project's scope, payment terms, about-us text and service plans, with analytics showing opens, reading time and which sections held attention.

From chat, Bob can also create a project from a brief. Tell Bob "a four-zone Sonos rebuild for a five-bed Surrey house, RadioRA3 lighting, two-way Crestron remotes, structured wiring throughout" and Bob creates the project, asking for your approval first, and Specifi matches the products it names to your catalogue. Expect to edit it: you swap any product Bob misjudged, you check the prices, you adjust the labour. Nothing reaches your client until you send it.

Included on every Specifi plan. No AI surcharge, no per-prompt token cost.

Professional, in a way that closes six-figure residential integrations. The base templates are designed by our content team and refined during onboarding to match your brand. Layout options cover a lead page with hero imagery, a scope narrative, a room-by-room product pack, cable schedules and schematics where the project warrants them, labour breakdown, terms and conditions, signature page, and deposit page. Clients comment most often that the proposals feel more like a design book than a quote; that is the point. The visual shape of what you send communicates the quality of what you deliver.

Specifi runs in a single currency per account. Supported currencies: GBP, USD, EUR, AUD, NZD, CAD. You set the default when you set up the account. You can change the default later, but the change applies across the whole account: all proposals, invoices, and pricing recalculate in the new currency. There's no per-project override and no way to run two currencies side by side.

Signing flips the deal to "won" on the CRM pipeline and spins up a project. Products and quantities populate the project's material-list view (ready to draw down from inventory, and to generate purchase order drafts from the project and send them to suppliers by email). Labour lines become work orders assignable to technicians. The scheduled deposit invoice sits in a "ready to send" state; if Stripe deposit was enabled, the payment has already landed. The client's portal view refreshes to show "project underway" with the next milestone they can expect to hear about.

Every proposal generates a print-clean PDF alongside the interactive client-portal version. You can email the PDF, print it, or drop it into a leather folio and hand-deliver it the way high-end residential integrators still do. The PDF carries the same content, same branding, and same pricing as the portal version; signing still happens in the portal (or via a paper counter-sign that your salesperson logs back into Specifi). Analytics ("has the client opened the proposal yet") rely on the portal path, so encourage clients toward the digital signature flow where the deal size justifies it.

No. The proposal engine is unmetered on every plan. A £5,000 sound-bar install and a £500,000 commercial AV fit-out use the same template system, the same supplier catalog, and the same signature flow. The only difference is how much detail you pack in. There is no per-proposal fee, no per-MB document-storage fee, and no cap on stored proposals or deal volume.

End to end. The proposal is the origin record; everything downstream reads from it. Project management pulls the scope, budget, and timeline. Work orders pull the labour. Invoicing pulls the payment schedule. Inventory pulls the materials for stock allocation. Customer portal shows the signed proposal so the client always has the record they agreed to. Change orders update every downstream record automatically. One source of truth, and the "retype into the project management tool" step that most integrators lose two hours a week to simply disappears.