Brochure proposals
Marketing-quality layouts for high-value work and multi-stakeholder presentations.
LevelUpProposals and Sales Build
Custom brochure proposals that win work - and respect the diary.
Sales Build from enquiry to finalisation, contract and diary handover. Brochure proposals with smart scheduling before you promise dates.
Schedule-aware
Check diary availability across phases, trades and headcount before sending dates.
Versions and duplicates
Revise scope with duplicate builds instead of editing accepted sales in place.
Acceptance to job
Accepted proposals finalise into jobs, contracts and diary slots with clear handover steps.
In context
Winning larger jobs needs more than a spreadsheet quote. Sales Build and brochure proposals combine professional presentation with diary-aware scheduling and a clear path to contract and job.
Why it matters
Why teams rely on Proposals and Sales Build
Win on presentation
Brochure layouts suit high-value and multi-stakeholder sales.
Promise real dates
Smart diary checks capacity before you commit.
Controlled revisions
Duplicate builds instead of editing accepted sales in place.
What's included
What you get with Proposals and Sales Build
- Sales Build multi-phase quotes
- Brochure proposal layouts
- Smart diary and provisional holds
- Staged payments
- Acceptance and finalisation workflow
- Contract and job handover
Built for
Who uses this day to day
Sales teams
Estimators
Project managers
Office administrators
Role permissions control who sees and changes each part of the platform.
How it works
Built into your daily workflow.
Build the sale
Add catalogue lines, phases and payment stages.
Check the diary
Confirm availability before promising start dates.
Send the proposal
Customer reviews online or receives a professional document.
Finalise and deliver
Accepted work becomes jobs, contracts and diary plans.
From simple quote to multi-month programme
One-hour repairs and six-week refits use the same platform. Proposals hold provisional diary holds until the customer signs.
Sales Build for complex work
Plan multi-day or multi-phase programmes with line items, staged payments and schedule checks across trades and headcount.
- Phase planning across weeks
- Multi-worker diary checks
- Provisional holds until customer accepts
Brochure proposals that sell
Present refits, installations and programmes with marketing-quality layout when stakeholders need more than a one-page quote.
From acceptance to live job
Handover steps guide office through finalisation, contract, diary publish and My Jobs assignment without losing context.
Outcomes
What changes when Proposals and Sales Build is part of your workflow
Higher win rates
Professional proposals match the quality of your delivery.
Fewer scheduling disputes
Dates respect diary, leave and skills from the start.
Clean handover to delivery
Accepted work finalises into jobs, contracts and diary slots.
Related
Explore more of the platform.
See Proposals and Sales Build in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.