Proposals & estimates that help you win more jobs
Build, send, and track winning proposals in minutes. Spend more time growing your business and less time formatting documents.
- Save templates, track profit margin, and build beautiful proposals
- Track email opens and accept digital approvals
- Easily convert to project budgets, contracts, and invoices
Estimate more accurately
With Beam's construction estimating software, you can build and reuse estimate templates and measure your target profit margin automatically to reduce human error.
Stop relying on manual calculations and double-entry from spreadsheets. Beam automatically converts your estimate to a contract upon acceptance so you can send your first invoice in seconds.
Add sections, items, and fees
Organize your estimate into sections, itemized costs, fees, and discounts. Optionally categorize each item for easier job costing.
Set markup & format your proposal
Choose a markup to hit your target profit margin. Then, customize whether you'd like to show pricing or markup to the customer.
Send the estimate and make revisions
After sending, you can easily revise estimates and send new versions to win the job.
Win more jobs with the right data
Get notified whenever a lead opens an estimate email or views the estimate page so you can proactively reach out.
Monitor your outstanding estimates and send reminders.
See estimate vs. actuals on past projects to build more competitive and accurate estimates.
Elevate your proposal experience
- Send professional estimate emails
- Present your proposal on Beam's hosted portal
- Collect digital signatures and approvals
Connect your customers to financing options to win the job
- No draws, inspections, or paperwork for the contractor
- No refinancing required—homeowners keep their low rate
- 100% free for contractors
- Loan amounts of $5k to $500k+
Convert estimates to project budgets & invoices
Once your estimate is approved, convert it to a project budget and send invoices in seconds to get paid faster.
With a unified estimating, invoicing, and job costing system, you can track project financials without the manual data entry.
Time is money. Save both.
Join hundreds of contractors that trust Beam to organize project finances and stay on budget.
