Your Reps Are Still Emailing PDFs And Hoping Homeowners Sign
Handwritten estimates on clipboards. Generic PDFs attached to emails nobody opens. No tracking, no follow-up, no idea if the homeowner even looked at your proposal. You're losing deals to competitors who just look more professional.
Reps hand-write estimates at the kitchen table and the homeowner 'needs to think about it' — then signs with the company that sent a professional digital proposal
Creating a proposal means re-typing job details, measurements, and pricing into a separate tool — wasting 30+ minutes per estimate
You have no idea if the homeowner even opened your proposal, so your follow-up timing is just guessing
Every rep formats proposals differently, so your company looks different depending on which rep shows up
Getting a signature means printing, signing, scanning, and emailing back — or driving to the homeowner's house a second time
THE HAILMATE WAY
HOW HAILMATE SOLVES THIS
Generate professional, company-branded proposals in seconds — job details, measurements, and pricing pulled directly from the job record
Digital signature capture lets homeowners sign on any device — phone, tablet, or laptop. No printing, scanning, or second visits
Proposal tracking shows when the homeowner opens your proposal and how long they spent viewing it — so you follow up at the perfect moment
Automated follow-up sequences nudge unsigned proposals so deals don't go cold while your reps forget to follow up
Customizable templates by job type ensure every proposal looks professional and consistent, no matter which rep sends it
THE RESULTS
Close Deals At The Kitchen Table
When a homeowner is ready to move forward, capture their signature right there on your phone. No 'I'll send you the paperwork' that turns into a lost deal.
Look More Professional Than Your Competition
A branded, polished digital proposal tells the homeowner they're dealing with a real company. First impressions close deals — and your proposal is your first impression.
Never Lose A Deal To Slow Follow-Up
Automated follow-ups and open tracking mean no proposal sits in an inbox for a week without action. You know who to call and when to call them.
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