Electrical proposal software

Electrical proposal software for reviewed estimates and clearer customer handoffs.

PhaseBid helps contractors turn an editable, reviewed estimate into a professional proposal PDF that keeps scope, assumptions, exclusions, terms, and totals organized.

AI-assisted estimate drafts are starting points. Contractors remain responsible for reviewing pricing, labor, materials, scope, permits, and local code/AHJ requirements before use.

PhaseBid proposal preview showing a customer-facing electrical proposal with scope and totals

Customer-facing proposal preview

Example workspace data shown. Create a proposal PDF after reviewing the estimate details.

Proposal PDFs generated from reviewed estimates
Scope, assumptions, exclusions, terms, and totals in one document
Customer and job details carried into the proposal workflow
Editable estimate details before PDF output

Workflow fit

A proposal should explain the reviewed estimate clearly.

Electrical proposal software is most useful when it improves the customer handoff without separating the proposal from the estimate details the contractor reviewed.

Start from the estimate, not a blank document

PhaseBid keeps proposal output tied to the reviewed estimate so the customer-facing document reflects the scope, terms, exclusions, and totals the contractor checked.

  • Reviewed estimate source
  • Customer and job context
  • Proposal preview before export

Make exclusions and assumptions visible

Clear proposal language helps contractors explain what is included, what is not included, and what must be confirmed before work proceeds.

  • Scope language
  • Assumptions and exclusions
  • Terms and acceptance language

Keep control over what gets sent

PhaseBid does not treat AI-assisted drafts as final proposals. Contractors review the estimate, edit the proposal notes, and decide when to create the PDF.

  • Editable draft workflow
  • Contractor review before PDF
  • Proposal history attached to the job

Review process

Estimate review before proposal output

PhaseBid keeps the proposal workflow grounded in a contractor-reviewed estimate.

  1. 1

    Build the estimate

    Capture labor, materials, pricing, assumptions, exclusions, and notes.

  2. 2

    Review the estimate

    Verify details against the job, local requirements, pricing, and scope.

  3. 3

    Preview the proposal

    Check the customer-facing scope, terms, exclusions, and totals before export.

  4. 4

    Create the PDF

    Download a professional proposal PDF after contractor review.

PhaseBid provides estimating, proposal, scheduling, CRM, and project organization tools. It is not an electrical code authority, engineering service, permitting service, or substitute for contractor judgment. Users should verify all pricing, labor, material quantities, site conditions, scope, permits, and AHJ requirements before submitting bids or purchasing materials.