Proposal software with PDF export, quote details & scope templates

Export proposals as PDF, add reference numbers and site dates, and start from 50+ industry scope templates — then send with customizable email and Smart Follow-Up.

Modern proposal software is not just about prettier documents. Teams need quote-grade metadata, export for offline review, fast scope drafting, and delivery that ends in signature — not another email thread.

QuoteLane bundles these into one closing workflow.

PDF export and print

Every proposal can be exported as PDF from the editor sidebar or sent proposal page:

**Download PDF** — full scope, line items, tax, deposit, quote header fields, and terms.

**Print view** — browser-optimized layout for hard copies or internal review.

**Attach on send** — optionally include the PDF in the delivery email while the client signs on the online link.

PDF export is useful for procurement, insurance documentation, and clients who archive files locally. The interactive link remains where e-signatures and Stripe deposits happen.

Quote details that travel with the proposal

Beyond title and line items, QuoteLane quote fields include:

Reference / quote number

Valid until date

Location and site contact

Work start / end dates and duration label

Payment terms (e.g. 50% deposit, balance on completion)

These appear in the live preview, client portal, PDF export, and print view — so your quote reads like a formal estimate, not a generic doc.

50+ industry scope templates

The AI copilot and **Browse templates** picker include starters across agencies, trades, consulting, development, events, and more. Pick a template to pre-fill project type and scope notes, then generate sections with AI or edit manually.

Templates reduce blank-page time without locking you into generic copy.

Tabbed editor for faster completion

The proposal editor uses three steps:

1. **Setup** — client, quote details, delivery email, AI draft

2. **Content** — sections, cover message, terms

3. **Pricing** — line items, tax, deposit

Live preview stays pinned on the right so you see exactly what the client gets.

Delivery + follow-up built in

Customize the send email, attach PDF optionally, and let Smart Follow-Up nudge clients who ghost — with instant open alerts so you know when to call.

Who this is for

**Agencies** sending branded SOWs with deposit collection

**Contractors & trades** quoting jobs with site dates and reference numbers

**Consultants** exporting PDFs for client records while collecting e-sign online

Start free with a 14-day Pro trial — unlimited proposals, PDF export, Smart Follow-Up, and customizable delivery email included.