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

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.