--- title: "Client Proposal Software for Contractors & Designers" url: "https://pro.houzz.com/for-pros/feature-proposal" datePublished: "2026-09-15T05:40:23+0000" --- SPEEDY PROPOSALS & SOURCING # Your Design Business—Managed. Our platform is built for design firms of all sizes looking to manage a more efficient and profitable business. ## 2X + ### Faster Proposals 4 of 5 create proposals twice as fast or faster with Houzz Pro ## 90% ### Get Organized Houzz Pro tools keep design proposals on track ## 52% ### Do More Projects Houzz Pro helps designers take on more projects Based on a Dec. 2021 survey of current U.S. Houzz Pro Designer Customers, out of those who had an opinion PROFESSIONAL PROPOSALS ## Beautifully Branded Proposals Let your clients review and approve online. Pull products from your custom sourcing library in seconds. The Proposal perks never end. [https://www.youtube.com/embed/-axw6dGxQ-I](https://www.youtube.com/embed/-axw6dGxQ-I) [Get Started](https://www.houzz.com/houzz-pro/pricing) PRO SUCCESS STORY ## Mother-daughter design duo uses Houzz Pro to nurture their interiors company [https://www.youtube.com/embed/fvsRUYClxB4](https://www.youtube.com/embed/fvsRUYClxB4) ## Polish Up Your Proposals ### Showcase Your Brand Every proposal and document features your company name and logo beautifully and professionally ### Source From Any Site Instantly clip and save photos and product details from your favorite vendors - or anywhere on the web - into your personal library and directly to projects ### Add Products From Your Library Instantly add products and services from your catalog to your room boards, tear sheets, proposals, invoices, and purchase orders. ### Protect Your Margins Take full control over what clients see. From masking product names to presenting mark-ups, you choose what to share in each proposal. ### Client-Winning Discounts Adding a discount is a great way to win over clients. With our proposals and invoicing software, you can add a number or percentage-based discount to the subtotal. LINE ITEM GROUPING ## Propose Custom Products With Ease Creating a custom piece of furniture for a client? List out all of its components and group them together under one main item. All your client sees is the name of the piece, while the full list of components is visible only to your firm on the internal version of your proposal. [Get Started](https://www.houzz.com/houzz-pro/pricing) > “With the proposal tool I can build a proposal for a client within 5 to 10 minutes. I have my services saved and can quickly drag and drop the upfront cost, put in their projected installation time, and then I can send it for payment” > > Lina Campbell | Lina Norell Designs PRODUCT & MATERIALS LIBRARY ## A Powerful Database at Your Fingertips "With the Clipper, it’s a faster and more efficient process than going to a vendor site each time I want product information for a client" **Ana Lolomari** | Zesty Designs [https://www.youtube.com/embed/xPRXDIPTxIA?si=aIMjSurYZWZUiL7p](https://www.youtube.com/embed/xPRXDIPTxIA?si=aIMjSurYZWZUiL7p) [Get Started](https://www.houzz.com/houzz-pro/pricing) ## Purchase Orders That Deliver the Goods ### Create in Just a Few Clicks When you convert Proposal line items into Purchase Orders, their relevant specs seamlessly carry over, including product names, colors, dimensions, SKUs, and more. ### Track Orders by Line Item From “shipped” to “delivered”, you can easily update and see the progress of all your products—our built-in status tracker will make sure of it. ### Sync With the Project Tracker Every PO you create is automatically added to your Project Tracker to lighten your workload. Update an order status in one, and it’ll instantly show up in the other. ### Predict Costs & Protect Profits By documenting all your project expenses in one place, you can better maximize client budgets and stay on top of your own bottom line. ## Take a Deeper Dive Swoon clients from the get-go with a Proposal that reflects your great taste. Plus, everything in our Proposal feature is customizable. [https://www.youtube.com/embed/6VxZQRK2APc](https://www.youtube.com/embed/6VxZQRK2APc) ## Track Products From Start to Finish ### Eliminate Duplicate Work Get one central place to see and do it all. Whenever you add a product to a project, share it on a proposal, invoice it or add it to a PO. Each item automatically shows up in the Project Tracker with an updated status. ### Customize Your Project Tracker The Project Tracker is built to work for you and adapt to each project’s needs. Reorder columns and create custom columns so you can easily track exactly - and only -  what’s important. ### Navigate With Ease Easily update product details with the 360° View. Select any item and a side panel opens so you can fill in additional product information without leaving the Project Tracker view. ### Generate Branded Tear Sheets Create custom branded tear sheets with a click of a button. Simply select the items you want to include and click to export as a pdf. > "The Product Clipper is a blessing that has made our lives way easier. Before Houzz Pro and the Clipper we were using spreadsheets, the clients couldn't see the items and they would have to click on links. Now, I love that you can clip items and they will appear directly in your Room Plans." > > Asisat Edu | DIH Designs ## Help Yourself to On-Demand Answers Get to know our best-in-class software through curated video tutorials, how-to walkthroughs, and beyond. [Free Template: Interior Design Spec Sheet & Guide (Updated for 2026)](https://pro.houzz.com/pro-learn/blog/startup-guide-interior-design-how-to-make-spec-sheet-with-template) [Free Template: Interior Design Purchase Order & Guide](https://pro.houzz.com/pro-learn/blog/startup-guide-interior-design-how-to-make-purchase-order-with-template) [How to Create a Proposal](https://pro.houzz.com/pro-help/r/how-to-create-a-proposal-from-scratch) ## Proposal Software Features See all features included in our proposals | Feature | Description | | --- | --- | | **Proposal Creation** | | | Create proposals from scratch | Build proposals manually within a project | | AI proposal generation | Use AI (AutoMate) to generate proposal line items from a project description | | Proposal templates | Create, save, and reuse custom proposal templates | | Duplicate proposals | Duplicate existing proposals and reuse them across projects | | Upload existing proposals | Upload external proposal files and edit them in Houzz Pro | | **Design & Sourcing** | | | Add products to proposals | Add products and services as line items from your library or sourcing workflow | | Convert selections to proposal | Create a proposal from approved selection board items | | Convert 3D floor plan to proposal | Generate a proposal from a 3D floor plan with item lists based on design elements | | **Proposal Customization** | | | Customize proposal content | Edit title, client info, pricing, terms, memos, and document settings | | Add visuals, notes & terms | Include images, descriptions, and terms to clarify scope and expectations | | Branded proposals | Automatically include business details and branding in proposals | | **Client Experience** | | | Preview proposal before sending | Preview and control what clients see before sharing | | Online approval & eSignature | Clients can approve or decline proposals digitally from any device | | Item-level or full approval | Control whether clients approve the full proposal or individual items | | Client comments & communication | Communicate directly on proposals with built-in comments | | **Payments & Financials** | | | Payment schedules | Add and manage payment schedules tied to the proposal | | Online payments | Enable clients to pay directly from proposals | | **Workflow Automation** | | | Convert proposal to invoice | Convert proposals into invoices for billing | | **Sharing & Export** | | | Send via email or templates | Send proposals with custom or saved email templates | | Export, download & print | Download proposals as PDF, export to Excel, or print | ## Proposals & Sourcing Tailored for Every Trade [Interior Design](https://pro.houzz.com/for-pros/software-interior-designer) [New Construction](https://pro.houzz.com/for-pros/software-construction-proposal) [Kitchen & Bath Design](https://pro.houzz.com/for-pros/software-kitchen-bath-designer) [Home Staging](https://pro.houzz.com/for-pros/software-home-stager) READY TO GET STARTED? ## Schedule Your Free Demo Have questions? Give us a call at [**(888) 372-2851**](tel:8883722851) [Schedule Demo](https://www.houzz.com/houzz-pro/schedule-demo?utm_campaign=7010y000000x13t&sourceCommandName=HouzzProCMSLanding)