Capture the opportunity
Record the client, job details, owner and next follow-up in your pipeline.
Pipeline & proposals
From the first conversation to approved scope.
Keep the opportunity, proposal and client decision connected, so the work can move forward with its details intact.
WORK THAT STAYS CONNECTED
A good proposal starts before the first line item. Nebubee keeps client information, follow-ups, scope and revisions close together, then helps carry approved work into the project.
The example shows fictional project data.
OAK & STONE BUILDERSPROPOSAL · 1007
A kitchen made for living.
Prepared for Alex Morgan · Oakwood Residence
01 Preparation & demolition$3,800
02 Custom cabinetry$12,400
03 Finishes & installation$8,600
Proposed scope total$24,800
Alex Morgan Accepted
Illustrative proposal · sample scope and prices
A little help with the wording.Review AI drafts for a line, a section, or the full scope.
FROM ONE STEP TO THE NEXT
Build the proposal
Organize scope, reuse templates and enter the quantities and prices for this job.
Get a clear response
Share a private proposal link for acceptance, signature or a request for changes.
Hand off the work
Turn approved proposal lines into project tasks and keep the source scope connected.
01
Scope that is easier to write and easier to read.
Group the work by trade, phase or area. Give your team the detail it needs and control how that detail appears in the client proposal.
- Sections, subsections and itemized scope with quantities and pricing.
- Reusable proposal, section and line item templates.
- Client previews, photos and print-friendly proposals.
- Optional AI scope drafts that you review and edit before insertion.
02
Keep revisions and approvals in the same conversation.
When a client asks for a change, the request stays connected to the proposal. Your team can prepare the next revision without losing the history of what was shared.
- Private proposal links with accept, sign, decline and revision actions.
- Internal reviewer approval before sending when your permissions require it.
- Locked accepted revisions and separate change orders.
- Company branding on client-facing proposals and invitation emails.
03
A useful handoff when the job is won.
Keep the details your team already entered. Create the project from the opportunity and turn approved scope into assigned work.
- Client and opportunity details carry into the project.
- Approved line items can become project tasks.
- Related proposal revisions and change orders stay tied to the job.
Can I use my own proposal wording and templates?
Yes. Create and reuse your own proposal, section and line item templates. You can edit the scope, introduction and client notes for each job, and preview the result before sharing.
Does AI set the price of a job?
No. The assistant drafts scope wording and organization. You supply and review quantities, prices, measurements and terms, and decide what to insert. AI requires company activation and has usage limits.
Can clients respond without creating an account?
Yes. An active private proposal link allows the recipient to read, sign and accept, request a revision, decline or print. Share it only with the intended recipient: access to the link allows a response, and signer identity is not independently verified.
Can the proposal become tasks for the crew?
Yes. Authorized team members can convert approved proposal line items into project tasks, then assign people, dates and priorities.
LET’S LOOK AT YOUR WORKDAY
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into focus.
See how Nebubee fits your team, your clients, and the way you build.
hello@nebubee.com