Proposal workspace

Welcome back.

Build, send, and follow up on customer proposals.

Proposals

Proposal library

All proposals

Find, open, send, and manage saved customer proposals.

Workspace settings

Settings

Manage reusable content, customer data, and your profile.

Reusable starting points

Service defaults

Draft

Unsaved proposal

Proposal builder

Build a plan that fits.

Internal revenue snapshot

Your Customer

Included services only. This summary never appears on the proposal or PDF.

Due at first service$0

First-year revenue$0

Each year after$0/year

Revenue cadence breakdown

How the included plan revenue is collected over the year.

Customer

Who are we protecting?

Choose a GorillaDesk property or enter the customer manually.

Customer details

Customer from GorillaDesk

Customer and proposal details

Customer nameEmailProperty addressPhoneProposal datePlan beginsPrepared by

Customer introduction

Build plan

Choose the right protection.

Start with a proven plan or assemble services from scratch.

Start your plan

Start with a plan template

Add a service default

Services

0 services

Closing noteMessage to the customer

Review & send

Check the customer experience.

Review the polished proposal, then send it to the customer.

If needed, the proposal will be saved before the send dialog opens. PDF, customer link, and activity are also available from the ••• menu.

Customer preview

HOME PROTECTION

Your custom protection plan

Morgan Taylor

123 Oak Street, Springfield

A simple, effective plan designed around your property and the pests you want handled.

Recommended services

Optional services are marked with an asterisk.

Your investment

Straightforward pricing. Complete protection.

Initial Service Total$0

What happens next

Accept your customized protection plan.
We schedule your first service at a convenient time.
Relax—we keep the pests from becoming a problem.

Your First 12 Months

What to expect, month by month.

Service & billing schedule

Illustrative schedule: Service months and timing are estimates for planning purposes. Actual service dates may vary due to weather, scheduling, property conditions, and treatment needs.

Sign in to build proposals.

Welcome back.

Proposals

All proposals

Settings

Service defaults

Plan templates

Message defaults

GorillaDesk sync

My profile

User access

Build a plan that fits.

Your Customer

Who are we protecting?

Choose the right protection.

Services

Check the customer experience.

Service details

Schedule

Discounts

Advanced

Complete your profile.

Approved users

Reusable services

Proposal activity

Send proposal

Complete plan snapshots