Proposals & Digital Signatures

Close More Clients With Professional Proposals

Create branded proposals in minutes, send them directly to homeowners, and get digital signatures — all from your HomewatchIQ dashboard.

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Professional Proposals

Impress homeowners before the competition does

Create stunning branded proposals with a cover page, personal letter, your service plans, pricing, and a digital signature — all in your company name. No more Google Docs or PDF attachments.

Personal letter to the homeowner
Your logo, brand colors, and badge credentials
Custom service plans with pricing
Service agreement with digital signature
Custom content pages — testimonials, coverage area, team bios

Create Your First Proposal →

Flexible Pricing

Present your plans in a clean, professional format

Add your service plans with monthly, per-visit, or custom pricing. Homeowners can select their preferred plan directly from the proposal — making it easy to say yes.

Monthly, per-visit, package, or custom pricing
Multiple plan options side by side
Homeowner selects plan before signing
Per-proposal pricing customization

Digital Signatures

Get signed on the spot — from any device

Homeowners can sign your proposal from their phone, tablet, or computer. Signatures are timestamped, IP-logged, and stored securely. You get an instant email notification the moment they sign.

Mobile-friendly signature capture
Timestamp and IP address logged
Instant notification when signed
Homeowner receives a confirmation email

Your Brand, Front and Center

Showcase your company, credentials, and team

Every proposal includes a branded About Us section with your photo, bio, certifications, and contact info. Add custom pages to tell your story — testimonials, coverage area, meet the team, and more.

Company photo and bio
Badge credentials and certifications
Contact buttons (call, email)
Custom content pages with image layouts

Proposal Tracking

Know exactly when a homeowner opens your proposal

Get notified every time a homeowner views your proposal. See how many times they viewed it, when they first opened it — so you know exactly when to follow up.

View count and timestamp tracking
Instant view notifications via email
Draft, sent, viewed, signed status tracking
Create proposals directly from any lead

How it works

Step 01

Create from a lead

Click any lead in your dashboard and hit Create Proposal. Homeowner info pre-fills automatically.

Step 02

Customize it

Add a personal letter, select your service plans, add custom pages, and set your terms.

Step 03

Send it

Send directly to the homeowner via email with one click. They receive a branded, mobile-friendly proposal.

Step 04

Get signed

Homeowner signs digitally. You get an instant notification with their selected plan and contact details.

Proposal Analytics

Know when a homeowner opens your proposal

Get notified every time a homeowner views your proposal. See exactly how many times they opened it and when — so you can follow up at the perfect moment.

Instant email notification on every view
View count and timestamp tracking
Draft, Sent, Viewed, Signed status
Instant notification when signed

Ready to close more clients?

Join home watch companies using HomewatchIQ to send professional proposals and win more business.

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