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All Modules · Proposals

Close every deal, beautifully.

Build branded, interactive proposals and get themsigned in minutes — not days.

Build fast

E-sign ready

Win more

Where Sales Meets AI

Close every deal, intelligently.

01

Proposals

AI-Powered Proposals

Generate a beautiful, fully branded proposal from a customer profile in seconds. AI pulls your CRM data, recommends packages, and creates a personalized pitch — ready to send and sign.

  • Auto-populated from CRM data
  • Branded templates & custom pricing
  • Send, track & e-sign in one flow
02

Pipeline

Visual Sales Funnel

Every deal, rep, and stage at a glance. AI surfaces which deals need attention, predicts close probability, and fires the next automated step — without lifting a finger.

  • Real-time pipeline visibility
  • AI close-rate predictions
  • Automated follow-up triggers
03

Site Analysis

Satellite Site Intelligence

Pull satellite imagery directly into any proposal. AI measures the roof, detects shingle type, flags damage zones, and auto-builds a roofing scope — all before your first site visit.

  • Satellite roof measurement & mapping
  • AI shingle type & pitch detection
  • Damage zones embedded in proposals
Scroll to explore
AI Proposal Generator
+ New
AC
Alex Carter
3436 Flamingo Way, Mesquite TX
CRM ✓
Package
Premium Roofing
Proposal Value
$48,500
Financing
—
Sales Rep
Kyle Torres
AI Processing
0%
Importing CRM data
Selecting template
Calculating pricing
Ready to send & sign
Preview & Send Proposal →
Sales Pipeline
AI Standby
Pipeline
$287K
AI Forecast
$214K
Win Rate
68%
Lead2
SC
Sarah Chen
$24K
MT
Marcus T.
$18K
Proposal2
AC
Alex Carter
$48K
JH
Jordan H.
$31K
Contract1
PM
Priya M.
$67K
Won ✓1
DK
David K.
$55K
Satellite Intelligence
3436 Flamingo Way, Mesquite, TX 75150
Analyze
Satellite view
32.7736° N, 96.5988° W
AI Analysis
Roof Area
...
Shingle Type
...
Pitch
...
Damage Zones
...
Proposals01 / 03

How it works

From blank page to signed deal.

Drag, drop, and send. donefy turns your pricing, specs, and branding into a polished proposal your client can sign from any device.

donefy.io · CRM · Proposals

Renewable Energy Inc.

Powering Tomorrow

Filter menu
CRM
Sales
Proposals
Estimates
Pipeline
Leaderboard
Customer
Dealer
Marketing
Projects
Site Manager
HR
TW

Tom Williams

Renewable Energy Inc.

SalesProposals

Proposals

Manage solar proposals and track project pipelines.

New Proposal

Total

6271

Mine

0

Recent

3

All6271Solar92Home Improvement31Water Purification7
Search proposals…
CodeContactTypeProcedureStageAddressSetter
PR005728Emma ThompsonSingle FamilyWater PurificationLead4521 Magnolia Ln, Austin…Alex Rivera
PR005727Sophia ChenSingle FamilySolarProposal1845 Cedar Park Rd, Aust…Alex Rivera
PR005726Marcus RobinsonSingle FamilySolarProposal922 Live Oak Ave, Austin…Alex Rivera
PR005725Olivia PatelSingle FamilySolarProposal3309 Bluebonnet Way, K…Maya Patel
PR005724Liam O'ConnorSingle FamilySolarProposal1245 Maplewood Dr, Aust…Carlos Mendez
PR005723Noah WilliamsSingle FamilySolarProposal3009 Pensacola Dr, Kell…Jordan Lee
PR005722Daniel MartinezSingle FamilyHome ImprovementApproved1245 Maplewood Dr, Aust…Alex Rivera

Connect Financiers

Financing, Integrated.

Plug your financiers directly into donefy. Run applications, track approvals, and present financing options to your prospects without ever leaving the platform.

donefy — Settings · Financing Partners

Financing Partners

Add Partner
Filter by name…
HDM

HDM

3/3 products

EB

EverBright

0/0 products

LR

LightReach

0/0 products

SF

Service Finance

4/4 products

MS

Mosaic

55/55 products

EF

EnFin

26/26 products

HDM

Financial Products

Add Product
#NameTypeAPRTermFeeStatus
16 yrs 0% DefaultLOAN0%6 yr0%Active
225 yrs 0%LOAN0%25 yr0%Active
36 yrs 100%LOAN100%6 yr0%Active

Nearmap

The Sharpest View of Every Rooftop.

Access the highest-definition, most-updated aerial maps available. Design accurate layouts, measure roofs to the inch, and impress prospects with crystal-clear visuals.

Run Credit

Qualify Prospects in Seconds.

Run credit checks directly from donefy. No more bouncing between tabs or third-party portals — pre-qualify your leads before you even leave the appointment.

donefy — CRM · Proposals

James Carter — Single Family

Created April 07, 2026

PipelineActivityLive View

Proposal

Complete

Pricing & Financing

1 field

Complete

View Proposal

1 field

Complete

Credit Check

In Progress

Run Credit

1 field

Pending

Loan Decision

1 field

Pending

Contact

JC

James Carter

SIGNER

james.carter@gmail.com

+1 682 799 7128

101 S Cleveland St, Meridian, TX

Credit Information

Soft pull — won't affect the customer's score.

Run Credit
AI Agents

Your AI workforce, built into donefy.

Connect Claude, Gemini, or GPT-4o and deploy AI agents that live inside your ERP — qualifying leads, writing proposals, handling service, and closing deals. Automatically.

AIClaudeAnthropicGeminiGoogle DeepMindGPT-4oOpenAILeadFollow-upProposalCustomerPageMarketing
Powered by Claude · Anthropic
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Lead Qualifier

  • Scores & ranks leads
  • Creates CRM contacts
  • Assigns to rep automatically

Follow-up Agent

  • Triggers on real events
  • SMS & email sequences
  • Logs full activity timeline

Proposal Writer

  • Full proposal in 10 seconds
  • Branded & customized
  • Auto-send on trigger

Customer Service

  • 24/7 automated responses
  • Smart human escalation
  • Auto ticket creation

Page Builder

  • Full page from one prompt
  • SEO-optimized copy
  • CTA & conversion tuned

Marketing Agent

  • AI-written ad copy
  • Multi-channel outreach
  • Data-driven targeting

Swap AI engines at any time — your agents keep running.

No-code setup Works on your live data Swap engines freely No extra seats

Inside the portal

From idea table to signed install — one pipeline.

Watch any proposal move through every stage in real time: basic info, system selection, financing, credit, and final review.

donefy.io / dealer / proposals / 69cc…0f23
Live

Dealer / Proposals

Sarah Mitchell — Single Family

Created March 31, 2026

Pipeline Activity Live View

Basic Info

In Progress

Personal Details

3 fields

Pending

Property Details

1 field

Pending

Proposal

Water Purification Simulator

1 field

Pending

Adders

1 field

Optional

Pricing & Financing

1 field

Pending

View Proposal

1 field

Pending

Run Credit

Check Credit

1 field

Pending

Loan Decision

1 field

Pending

Final Review

Submit a Project

3 fields

Pending

Contact

SM

Sarah Mitchell

Signer

sarah.mitchell@homeowner.us

+1 (512) 555-0142

Project

Project Number

PRO00714-WP

Property Type

Single Family

Signature Status

Awaiting

Credit

No credit information yet

Run a credit check to view details

Pipeline syncing in real timedonefy dealer · proposal · install · service

Proposals

Close every deal, beautifully

From first impression to signed contract — everything your sales team needs, in one place.

Saved

Library

Hero
Text
Image
Button
Table
Cards
Pricing
Divider
Hero
A

Close More Deals, Faster.

Premium HVAC services for homes & businesses

Get a Quote
Learn more

Starter

Free

Pro

$79

Biz

Custom

Get started free →

Structure

Page
Hero Block
Pricing Block
CTA Button
100%

Build stunning, branded proposals with a drag-and-drop editor. No design skills needed — just your logo and a few clicks.

  • Drag & drop blocks
  • Custom branding & colors
  • Mobile-ready previews

Benefits

Three reasons teams switch to donefy proposals.

Less juggling. Faster cash. A brand that wins the room.

One platform, zero juggling — 3D illustration

One platform, zero juggling

Proposals live next to your CRM, pipeline, and projects — no copy-paste between tools.

Faster cash flow — 3D illustration

Faster cash flow

A signed proposal can trigger an invoice the same day, so you get paid sooner.

A brand that sells — 3D illustration

A brand that sells

Every proposal carries your colors, logo, and voice — so you look bigger than you are.

No credit card required.

Stop losing deals to slow quotes.

Send your first branded proposal today — free.

Build fast

E-sign ready

Win more