Proposals & Sales

Beautiful proposals. Digital signatures. Closed deals.

Build multi-package proposals in the office or right from the field. Send a branded link, let customers compare Good / Better / Best side-by-side, and capture digital signatures — all in one seamless flow that turns quotes into booked jobs automatically.

What's inside

Everything you need to close faster

From branded delivery to digital signatures to automatic job creation — proposals in Dispatch Scout do more than just present prices.

Multi-package options

Present Good, Better, and Best in one proposal. Highlight a recommended option so customers compare and choose with confidence.

Digital signature capture

Customers select a package, sign on screen, and accept — from any device. Signatures, names, and timestamps are recorded.

Branded experience

Delivered as a clean, branded web page — your colors, your logo, your message. Customers view and accept without an account.

Tablet presentation mode

Build on-site and present packages face-to-face with a swipeable, full-screen view. Stylus annotations and in-person signatures included.

Automatic fulfillment

On acceptance, a job and appointment are created automatically. Pull sheets and purchase orders generate from the accepted package.

Templates & view tracking

Start from reusable templates. Track every time a customer opens the proposal so your team knows when to follow up.

How it works

From quote to booked job in minutes

Build a proposal

Start from scratch or a template — add packages with line items, pricing, and descriptions.

Send a branded link

Delivered by email. Your customer sees a professional page with all packages side by side.

Customer selects and signs

Their preferred package, with a digital signature — phone, tablet, or desktop.

Job & appointment auto-created

Based on your fulfillment settings, with equipment and warranty records tied in.

Pull sheets & POs generated

Instantly — the warehouse and vendors are ready before the truck rolls.

Built for the field

  • Present on a tablet with full-screen swipeable packages
  • Annotate and redline with a stylus in front of the customer
  • Capture signatures on-site — close before you leave
  • View tracking alerts the moment a customer opens it
  • Equipment records with warranty tracking created automatically
See pricing
Integrations

Connect the tools you already use

Dispatch Scout plugs into the apps your business already runs on.

Stop losing deals to ugly PDFs

Send branded, multi-package proposals that close — and auto-fulfill on acceptance.

Answers

Proposals FAQ

Yes. Build Good / Better / Best options in a single proposal and highlight a recommended option so customers can compare and choose with confidence.

Yes. Customers select a package, sign on screen, and accept from any device. Signatures, names, and timestamps are captured on the record.

A job and appointment are automatically created based on your fulfillment settings. Pull sheets and purchase orders generate from the accepted package.

Yes. Tablet Presentation Mode provides a full-screen swipeable view, stylus annotations, and in-person signature capture — close deals right on site.

Yes. View tracking alerts you the moment a customer opens the proposal so your team knows exactly when to follow up.