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ESTIMATES & PROPOSALS · BUILT IN THE DRIVEWAY

Close more deals with professional proposals

Thorbis empowers technicians and sales reps to build polished proposals with pricing, photos, and financing options on the spot. Present tiered recommendations, upsell accessories, and capture signatures instantly from any device.

Reserve early accessDownload proposal templates
thorbis · proposalsLIVE
Thorbis proposals and invoicing workspace — tiered options, financing, and one-tap approval
WHY IT CLOSES

The best closing tool is a clear, tiered proposal presented while the tech is still standing in the driveway.

Unlimited
Users included
users included—every sales rep and tech can build proposals at no per-seat cost.
Day one
Availability
works from your first job—build and send proposals from day one.
Same visit
Proposal turnaround
average time to produce a signed proposal with deposit.
THE OLD WAY

A handwritten number rarely closes the deal.

When the quote is a scribble on a work order, customers stall and reps walk away empty-handed. Here is what costs you the sale.

COSTS THE SALE

Technicians scribble prices on paper or rely on spreadsheets that create inconsistency.

COSTS THE SALE

Customers need clear options and financing to move forward quickly.

COSTS THE SALE

Approvals and signatures get lost in email threads.

WHAT IT DOES

Everything a closing proposal needs, in one tool.

Tiered proposals

Offer good-better-best packages with dynamic pricing tied to your pricebook.

Visual storytelling

Embed product photos, videos, and comparison charts to justify premium options.

Instant approvals

Capture e-signatures and convert winning proposals directly into jobs with deposits collected.

01 · BUILT FROM YOUR PRICEBOOK

A proposal assembled in the driveway, not the back office

Pull parts, labor, and accessories straight from your pricebook and watch totals update as you go. Reps build a clean, branded quote on a tablet before they ever leave the home.

01Line items priced from your live pricebook
02Totals and taxes recalculate as you build
03Branded layout, no spreadsheet formatting
LINE ITEMSFROM PRICEBOOK
16 SEER condenser, 3 ton×1
Variable-speed air handler×1
Smart thermostat + install×1
10-year parts & labor warranty×1
Estimated total$11,200
02 · GOOD · BETTER · BEST

Give customers options instead of a single take-it-or-leave-it number

Present tiered recommendations side by side so the choice becomes which package, not whether to buy. Accessories and upgrades sit right where the customer is already deciding.

01Three tiers from one set of inputs
02Upsells surfaced inline, not buried
03The recommended option highlighted by default
RECOMMEND A PACKAGE
GGoodReliable
$8,400
BBetterMost chosen
$11,200
BBestPremium
$14,900
Better is pre-selected as the recommended option
03 · VISUAL STORYTELLING

Photos and comparisons that justify the premium option

Embed product photos, before-and-after shots, and side-by-side comparisons so the value is obvious. The customer sees what they are buying, not just a line on an invoice.

01Product photos and videos inline
02Side-by-side feature comparisons
03Notes and scope captured with the quote
COMPARE OPTIONS16 SEER vs 18 SEER
16 SEERMost chosen
18 SEERPremium
Efficiency
Comfort
Quiet
04 · SIGN AND CONVERT

Capture the signature and the deposit before you pack up

Approvals stop living in email threads. The customer signs on the device in front of them, you collect a deposit, and the winning proposal becomes a scheduled job in one move.

01E-signature captured on any device
02Deposit collected at approval
03Accepted proposal converts straight to a job
APPROVALSIGNED
CUSTOMER SIGNATURE
J. Carter
APPROVED · MAPLE ST · BETTER PACKAGE
DEPOSIT
$2,240
collected
JOB
Scheduled
from proposal
BUILT-IN WORKFLOWS

From the kitchen table to the loading dock.

Residential or commercial, the proposal flexes to fit how the deal actually gets made.

01

In-home sales presentation

Sales reps build proposals on tablets, present financing, and collect signatures before leaving the home.

02

Commercial bidding

Attach scope documents, schedule milestones, and create approval routing for facility managers.

MADE FOR THE WHOLE TEAM

One proposal builder, shaped to each seller.

Sales reps

Build, present, and close in the home, with financing and signatures in one flow.

Technicians

Turn a diagnosis into a clean tiered quote without leaving the job.

Owners

Standardize pricing and presentation so every proposal looks like your best one.

CONNECTED

Financing offers right inside the proposal.

When monthly payments are part of the conversation, the premium option stops feeling out of reach. Offers come from the lenders your customers already trust.

Sunbit
GreenSky
GoodLeap
CompanyCam
PROPOSAL CONTROLS

Protect margin without slowing the close.

The best estimate process gives reps room to sell while keeping pricing, approvals, and package structure consistent across the team.

Option rules

Define which repairs, replacements, accessories, and warranties can appear in Good, Better, and Best packages.

Margin guardrails

Keep minimum margin, tax, and discount rules visible while the rep is still building the proposal.

Approval handoff

Decide when a proposal needs manager approval before it can be sent, signed, financed, or converted.

PROPOSAL CADENCE

Turn a field diagnosis into a signed job before the lead goes cold.

01

Build

Start from the diagnosis, pull the right pricebook items, and attach photos before the customer sees the number.

02

Present

Lead with options and financing so the conversation centers on fit instead of a single hard price.

03

Convert

Collect signature, deposit, and schedule intent while momentum is still high.

On the roadmap

FULL ROADMAP →
Automated follow-upsThorbis suggests or schedules the right follow-up so estimates and open work don't slip.PLANNED
Supplier API integrationsLive catalogs, real-time pricing, and stock from your trade suppliers straight into Thorbis.IN DEVELOPMENT
Product importerBulk-import supplier catalogs and price lists into your price book without spreadsheet gymnastics.IN DEVELOPMENT

Proposal questions

Can I standardize templates?+

Yes. Build reusable templates with recommended upsells and branded content for your teams.

Do you track follow-ups?+

Thorbis notifies reps of open proposals; automated follow-up sequences by email or SMS are planned on the roadmap.

What about multi-phase jobs?+

Break proposals into phases or alternates and convert each accepted phase into its own job plan.

Close more deals with professional proposals

Present tiered recommendations, upsell accessories, and capture signatures instantly from any device.

Reserve early accessSee pricing