Proposals

Create, send, track, and manage service proposals inside one connected field service CRM.

Knockio helps teams turn approved field interest into clear digital proposals. You can add customer details, pricing, service notes, photos, estimate data, terms, and next steps in one place. From first lead to signed proposal, scheduled job, invoice, and payment, your team can keep the full workflow connected.

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Create and send professional quotes in minutes

Smarter Proposals, Faster Customer Approvals

Proposals slow down when pricing, notes, photos, and customer details sit in different tools. Knockio keeps proposal work simple, clear, and connected.

Dashboard Preview
1

Digital Proposals

Create clean service proposals with customer details, job notes, pricing, terms, photos, and next steps in one organized place.

2

Estimate to Proposal

Turn field estimates into professional proposals without retyping the same customer, service, pricing, or job details again.

3

Pricing Details

Add service costs, product items, labor details, discounts, and clear totals, so customers understand what they are approving.

4

Photo Attachments

Include job photos, site images, documents, and field notes to help customers see the work clearly before approval.

5

E-Signatures

Let customers approve proposals with digital signatures, so your team can move faster without paper forms or manual follow-ups.

6

Proposal Tracking

See which proposals are drafted, sent, viewed, approved, rejected, or waiting for follow-up from one simple dashboard.

7

Customer History

Keep every proposal connected to the customer profile, past visits, notes, estimates, jobs, invoices, and service history.

8

Team Follow-Ups

Set reminders for proposal calls, customer questions, price updates, or next steps, so warm deals do not go cold.

9

Job Handoff

Move approved proposals into contracts, schedules, crew assignments, invoices, payments, and field service workflows inside Knockio.

A New Way Forward

Manage Proposals From First Estimate to Final Job

Knockio helps teams stop losing time between field estimates and customer approval. Your reps can collect details in the field, while the office can prepare and send clear proposals. Once approved, the same customer record can move into scheduling, service, invoicing, and payment tracking.

Schedule a Demo

Build Clear Proposals

Add pricing, photos, service notes, customer details, terms, and approval steps in one place.

Get Faster Approvals

Send proposals, track status, collect signatures, and follow up before deals go cold.

Move Work Forward

Turn approved proposals into schedules, crew tasks, invoices, payments, and service records.

Frequently Asked Questions

Everything Teams Ask About Knockio's Proposal Feature

Proposal tools should do more than make a document. Knockio connects proposals with leads, estimates, customer records, photos, signatures, jobs, schedules, invoices, payments, and service history. This helps sales, office, and field teams work from the same information and close work with less delay.

Knockio proposal software helps field service and sales teams create, send, track, and manage customer proposals. Teams can add customer details, pricing, photos, terms, service notes, and approval steps. The proposal stays connected to the CRM, so the full customer journey is easier to manage.
Yes. Knockio can help teams move from estimate to proposal without repeating the same work. Your team can use customer details, pricing, notes, photos, and service needs already saved in the system. This makes proposals faster, cleaner, and easier to send.
Yes. Knockio supports digital approval workflows, including e-signatures. This helps customers approve proposals faster without printing, scanning, or mailing documents. Once a proposal is approved, your team can move the work into scheduling, job management, invoicing, and payment tracking.
Proposal tracking helps managers see which proposals are still drafts, which ones were sent, and which ones need follow-up. This makes it easier to follow up at the right time, answer customer questions faster, and stop good opportunities from being forgotten.
Yes. Approved proposals can move into the next workflow steps inside Knockio. Your team can schedule the job, assign crews, manage work details, create invoices, track payments, and keep all customer history connected from the same CRM record.