From first call
to signed contract.
Pipeline, Estimates, Proposals, Contracts — one home for everything before the win, in the order the work actually moves. When the contract signs, the work becomes a project with its history intact.
Before it's a project, it's work in motion.
New Business is the front end of the company — Pipeline, Estimates, Proposals, Contracts, in the order the work actually moves. Opportunities arrive, get scoped, get bid on, and either close into work or close out. One home for everything before the win.
Estimates are written from your real rate library and stay internal truth. The proposal your client reads is priced from that estimate. The contract carries its scope. And when the client signs, the signature is the win — the work becomes a project with its whole history intact.
The sidebar reads like the life of the work.
The story your client reads, priced from the estimate.
A proposal is its own document — the narrative, the framing, the case for the work — built in a dedicated proposal builder. It links your estimate as its pricing source: the numbers flow in live while you write, then snapshot the moment you send. The estimate stays the single source for the price, so what you costed and what your client reads can never drift apart.
Start free trialRun it by Chloe before you hit send.
Chloe catches the $0 line items, flags the contractor rates that have aged out, calls out the sections missing a date, finds the math errors a tired eye misses. The estimate you send is the one you meant to send. Your numbers, reviewed.
Start free trialShe drafts the estimate from the call notes, too.
Paste in your call notes and Chloe pulls out the scope, the timeline, the rough team, and writes the first pass against your real rates. You edit. You send. She moves the opportunity forward when the client signs.
New Business unlocks on Scale.
Launch runs the won work and gets you paid. Scale adds New Business — the pipeline, the estimates, the contracts — for companies actively pitching and winning work.
Run the won work and get paid — Projects and Financials from day one. New Business opens up on Scale.
OpenAdds New Business: Pipeline, Estimates, Contracts — plus Chloe estimate review and the estimate-to-invoice thread. The tier shaped for creative companies winning real work.
OpenEverything in Scale, plus the talent operation — the contractor side that staffs the work you win.
OpenNew Business connects to the rest of the company.
The signed contract turns the work into a project. The project becomes the invoices Financials tracks. Chloe writes, reviews, and moves all of it.
Send the estimate you meant to send.
Early creative companies are joining now. A short engagement to load your contractor library, your past projects, and the templates you actually use. Then start writing the next bid against your real numbers.