Proposal options
Present good, better, and best choices without sending three disconnected estimates.
Focused on winning work
Lana keeps the proposal workflow clear and leaves dispatch, payroll, and accounting integrations for later—only when customers prove they need them.
Present good, better, and best choices without sending three disconnected estimates.
Keep approved descriptions, pricing rules, add-ons, and trade-specific intake questions in one place.
Know which proposals need attention and prepare respectful follow-up drafts for human approval.
Add vocabulary, templates, calculators, and service examples for a new market without rebuilding the core CRM.
Export contacts, services, proposals, and account data rather than locking the business into the platform.
Use AI only for optional drafting, with plan credits, provider budgets, and no automatic customer sending.
Use the free estimator, then turn the result into a professional package proposal.
Try the calculator