From first estimate to approved work
Estimating & Proposal Software.
Standardize estimating and proposal delivery while keeping scope, pricing rules and approvals visible.
For contractors, service providers and sales teams building frequent custom quotes.
Custom fixed-fee proposals follow technical discovery. No third-party API capability is guaranteed before verification.
The business challenge
Where the friction starts.
Teams copy estimate templates, lose revisions and struggle to connect accepted work to billing or scheduling.
The FMG approach
Build the missing layer.
A custom quoting workspace can turn approved line items into branded proposals and route agreements to existing systems.
What your software could include
Purpose-built modules.
These are candidate modules for discovery, not a statement that every module is included at one price. We agree on business rules, data sources and permissions before implementation.
Internal approval and revisions
Client-friendly digital proposals
Deposit, contract and job handoff
How it might work
One connected workflow.
A sales rep assembles a scoped estimate, receives a manager approval, sends a branded proposal and routes acceptance to the appropriate next step.
Illustrative process only. Data freshness, provider capabilities and authorization are verified during discovery.
Business outcomes we're designing for
- More consistent estimates
- Less copying between systems
- A clearer record of approvals
Potential integration ecosystem
Connect the tools you already use.
Service Fusion
Field service
Customer, job, technician, estimate and other documented resources
Provider docsQuickBooks Online
Accounting
Accounting is authoritative for its own books
Provider docsStripe
Payments
Use hosted checkout or approved payment flows
Provider docsSalesforce
CRM
Validate org edition, API entitlements and required object scopes
Provider docsNo platform partnership or completed integration is implied. Some functions may only be possible with an eligible plan, approved OAuth scopes, a partner program or a read-only connector.
Source ownership
A repository you can keep building.
We scope a private, client-controlled GitHub repository with modular frontend components, tested API adapters, environment templates, documentation and a deployment pipeline.
Design, code and handoff rights are explicitly defined in the agreement. FMG does not claim ownership of third-party SaaS APIs, hosted checkouts, accounting records or software licenses.
Security, backups, access controls, incident response, data retention and maintenance responsibilities are documented for the real production system.
Answers before you commit
Common questions.
Do quotes automatically become invoices?
Only when the provider's authorized APIs and approved business rules support the handoff. We never assume a quotation is an accounting invoice.
Who owns this software after launch?
Ownership of custom code, documentation and related deliverables is defined in the project agreement. FMG typically plans for a client-controlled private GitHub repository and client-owned deployment accounts. Licensed platforms and third-party APIs remain governed by their vendors.
Related software solutions.
FMG Software in a Box
Build it around your business.
Bring your current systems, pain points and goals. We'll map a realistic project scope and the parts your team can own.
Start your software project