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.
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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
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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
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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
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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
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.
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.
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.
Proposals that connect to the rest of the job
An approved proposal in Ressio doesn't just close the sale — it starts the project. Budget, schedule, and client portal all activate from the moment they sign.
Proposal approval triggers the budget baseline — no separate setup. The estimate becomes the live budget the moment the client signs.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Frequently asked questions
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.
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.
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.
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.
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.
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.
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.
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.
One Connected System.
See Ressio in a free demo. No pressure, no lengthy sales cycle — just a real look at how it works for your business.