Construction Proposal Software

Send a proposal that wins the job — in minutes, not hours.

Ressio converts your estimate into a polished client proposal automatically. Customize what clients see, release via magic link, and collect e-signatures without a login.

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A proposal that reflects how professional your business actually is

Auto-built from your estimate, fully customizable, and released via magic link — no PDF exports, no email attachments.

From estimate to proposal in one click

Click Create → New Proposal and Ressio auto-fills it with your estimate's line items, descriptions, and totals. No re-entering data. No copy-paste errors. Just a polished document ready to customize.

• Auto-populated from your locked or in-progress estimate
• Structured with your categories, cost items, and client pricing
• Customizable cover page with your branding and project details
• Add or remove line items from client view without changing the underlying estimate

Control exactly what clients see

Choose whether to show or hide quantities, unit costs, markups, and internal notes at the line-item level. Send a high-level summary or a fully itemized breakdown — whatever is right for the client relationship.

• Toggle visibility per line item — show totals only, or full breakdown
• Customize category and item descriptions for a client-friendly read
• Include or exclude builder cost, markup, and quantities per section
• Add allowances with clear scope — no surprises later

Release via magic link — clients sign in seconds

Send the proposal via email. Your client gets a magic link, views the proposal on any device, and signs electronically — no account, no app download, no login required. You get notified the moment they approve.

• Magic link delivery — clients access without creating an account
• E-signature built in — legally binding, timestamped
• Mobile-friendly: clients can approve from their phone on the job site
• Approve on behalf of clients who sign a physical copy

Terms, conditions, and approval — all in one place

Include your standard terms and conditions directly in the proposal. Add custom clauses, payment schedules, or scope limitations per project. Once approved, the proposal locks and the project officially begins.

• Embed your standard T&C or customize per project
• Add payment schedule terms tied to project milestones
• Approval locks the proposal and triggers the budget baseline
• Full audit trail — who approved, when, and what version

From draft to signed in three steps

01

Generate from your estimate

Click Create → New Proposal. Ressio pulls in your estimate structure, line items, and pricing. Choose what the client sees and customize the layout.

02

Customize and add your terms

Adjust descriptions, toggle visibility, add your standard terms and conditions, and include a payment schedule. Preview the client view before releasing.

03

Send, sign, and lock it in

Release via magic link. Your client reviews and signs on any device. Once approved, the proposal locks and becomes your project baseline.

Frequently asked questions

How does Ressio generate proposals?

Ressio proposals are generated directly from your estimate. Click Create → New Proposal and Ressio auto-populates it with your categories, cost items, quantities, and pricing. You customize what the client sees, add your terms, and release — without exporting to a separate document.

Can clients sign proposals electronically?

Yes. Once your proposal is ready, release it via email. Your client receives a magic link and can view and sign electronically on any device — phone, tablet, or desktop — without creating a Ressio account or downloading an app. E-signatures are timestamped and legally binding.

Can I control what the client sees in the proposal?

Yes. You choose what to show or hide at the line-item level — quantities, unit costs, markups, internal notes, and builder cost. You can send a high-level summary with totals only, a fully itemized breakdown, or anything in between.

What happens after a client approves the proposal?

Approval locks the proposal and triggers the budget baseline in Ressio. The estimate becomes your live budget, the client portal activates, and the project officially begins — all automatically.

Can I include terms and conditions in my proposals?

Yes. You can embed your standard terms and conditions directly in every proposal, or customize them per project. Add payment schedules, scope limitations, allowance definitions, or any custom clauses before releasing.

Do I need to create a separate document for the proposal?

No. Ressio proposals are built and sent entirely within the platform. There's no PDF export, no Word document, no email attachment. The client receives a magic link and views the proposal as a clean, web-based document.

What if a client signs a physical copy instead of the digital proposal?

You can approve the proposal on behalf of the client directly in Ressio. This marks it as approved, locks the estimate, and activates the project — even when the signature was collected outside the platform.

Can I send multiple proposals for the same project?

Yes. You can create multiple proposal versions from the same estimate — for example, a base scope and an alternate with upgrades. Each version has its own magic link and approval status. You control which version is active.