Commercial AV Boardroom AV$18,400
Digital signage$9,200
Total$27,600
Smackdab Proposals
Your proposals
just got a personality.
Charming. Relentless. Weirdly good at closing.
Which means you get to stop chasing — and start winning.
★★★★★ 4.9 avg from 2,300+ reviews Trusted by sales teams at Liftline, Kallarius, North Port AV, Hearthstone Security.
Commercial AV 
Home Security Surveillance$5,310
Intrusion detection$1,197
Total$6,507
← The Smith Residence Draft Version 1
B J D +3 Send Proposal
Stop building.
Start selling.
73% Less time from idea to send. Your AI drafts it.
2.1× More client replies. Questions land right where they matter.
91% Opened in the first hour. Because it's not a PDF.
Real Relationships. You're on the phone, not forwarding versions.
Ask-a-Question
No more email ping-pong.
Answers live in the proposal.
Your client reads the spec, has a question, taps a button right there — boom, thread starts. No hunting through email. No "which camera?" confusion. You answer. They see it instantly. One place, full context, always.
- Clients ask where they wonder, not in your inbox
- Your team answers without context-switching
- Mark resolved, loop in a specialist, close the loop — all here
- Every word stays tied to the line item it's about
Thread on 4MP Dome Camera (Indoor)
Open K
Kira Smith · Client
Can you tell if this camera supports night vision?
B
Brooks S · Rep
Yes — IR up to 50m. I'll send a short video of it at night.
K
Kira Smith · Client
Great, thanks.
B
Alternates
Give them choice,
not chaos.
Show Good, Better, Best — or swap one item, one room, one location. Your client clicks. Totals move. No spreadsheet, no follow-up email, no confusion about what they picked.
Living Room — Essentials
- 2× 2MP dome cameras
- Standard motion sensor
- 90-day cloud recording
- Email alerts
Living Room — Advanced
- 2× 4MP dome cameras (night vision)
- Glass-break + motion sensor
- 1-year cloud recording
- Push + SMS alerts
- Pro install, same-day
Living Room — Pro
- 4× 4MP PTZ cameras (AI tracking)
- Full perimeter sensor pack
- Unlimited cloud recording
- Live agent monitoring 24/7
- Pro install + 2-year service
Client pick impacts: Living Room · Surveillance · Intrusion Detection
Proposal total $18,307.00
Optional Items Toggle on — they join the total. Toggle off — they vanish.
▾ Added to proposal + $1,500.00
Optional items
Upsells that feel
like help, not pressure.
Show the add-on. Keep it optional — clearly labeled, easy to toggle, separate from the base price until they say yes. They see the value without feeling trapped.
- Optional items stay out of the main total
- Clear labeling — no hidden surprises
- Pair with Q&A to explain why it matters
- Great for warranty, monitoring, and service upgrades
Inline Call-outs
A note right where it matters.
Not buried in an email.
Drop tips, warnings, stories, and context exactly where the client needs them — not in the cover letter they'll never read.
Heads up
Consider adding an extra lens for low-light areas — clients see 60% more detail at night.
Pro tip
Pairing Intrusion Detection with Agent Monitoring reduces false alarms by 80%.
Read before signing
Installation requires 2-hour access to the main breaker panel. We'll coordinate scheduling.
From the team
"Brooks has installed 120+ systems in your neighborhood. You're in great hands."
Change Tracking
Every edit is timestamped.
Rewind anytime.
Who changed what, and when. Rewind to any moment in the proposal's life. Compare any two seconds. Great evidence when scope disputes happen — and they do.
- See the full story of every change
- Rewind to any moment, no version chaos
- Track who did it and why — full accountability
- Your legal defense when the client says "but I thought…"
Change Timeline Rewind · Live tail
Live
10:22 AM
Kira Smith · client opened the proposal
10:18 AM
Brooks S replied on 4MP Dome Camera thread
10:14 AM
James A added Pelco IXE12 (×2) to Living Room
10:11 AM
Brooks S bumped price on Dome Camera from $1,650 → $1,800
10:05 AM
Kira Smith · client asked a question on Dome Camera
9:58 AM
Daniel W created Version 2
9:30 AM
Brooks S sent the proposal
Versions
Negotiate three ways.
Show them the difference.
Fork a version. Negotiate in parallel. Flip between them. Send a delta report showing exactly what changed — no confusion, no "wait, did we agree to that?"
◇
The Smith Residence 3 versions · forked from v1 on Sep 12
- main Initial draft — Living Room + Kitchen a1f3c2B Sep 11 · 2:14pm $11,797
- main Add Pelco IXE12 (qty 2) + low-light lens note d27e91J Sep 12 · 9:02am $14,297
- Forked from main v2 · fire-system Add Fire & Life Safety — Kitchen bundle 7b4ac0D Sep 12 · 4:38pm +$2,400
- main Remove Honeywell 1361-G (client has one) c91e4dB Sep 13 · 10:11am −$90
- Forked from main v3 · discount-10 Bump Pelco to qty 3 · 10% loyalty discount fe2011B Sep 14 · 8:50am +$50
- main HEAD Terms & signature page finalized 8a3b17J Sep 14 · 11:32am · latest $14,207
⇄ Delta Report Shareable with the client · PDF or portal link
From → To
− Honeywell 1361-G1 Zone Door/Window Transmitter · removed from Living Room −$90.00
± Pelco IXE12Qty 2 → 3 · $1,250 each +$1,250.00
+ Fire & Life Safety — KitchenSmoke detector · heat sensor · bundled install +$2,400.00
+ Loyalty Discount10% off hardware · applied at checkout −$1,050.00
Net change · v1 → v3 + $2,510.00
Live presence
Know when they're reading.
Pick up the phone at the right moment.
See your client's cursor moving through the proposal. Know which section they're stuck on. Call them while they're still engaged — not three days later. You're always on the same page, literally.
- See when your client is reading, right now
- Watch Mode — mirror their scroll so you're synchronized
- Know which section got them stuck
- Record and replay their viewing session for insights
Cover & About
Project Description
Project Areas & Items
Gallery / Portfolio
Terms & Conditions
Payment Schedule
K Kira is reading
B
Brooks SEditing — Living Room
J
James AWatching · Payment
K
Kira SmithClient · viewing Areas
Recording
Your voice,
embedded in the proposal.
Record a 90-second walk-through. Drop it in the proposal next to the relevant section. Your client hits play and hears you explain — no Zoom link, no scheduling call, just you talking them through it.
Rec ▶ 1:24 
Rec ▶ 2:10 
Rec ▶ 3:02 
Rec ▶ 0:45 Smackdab AI
The AI that already knows
how you sell.
Trained on your proposals, your products, your win patterns. It writes the words, draws the schematics, fills the gaps you'd miss at 11pm — and explains itself to your client when they have a question. Seven things, one assistant.
Your client asks. Your AI answers. From inside the proposal.
Two audiences. One brain.
Inside the proposal, every line item gets a chat thread for clients. Outside the proposal, your team gets the same answers in plain English. The AI doesn't make things up — it pulls from your library, your past wins, your install notes.
- Clients ask in context, they don't email
- Reps ask in plain English, the AI answers in your terminology
- Every answer is grounded in your data, not the model's guesses
- Mark resolved, attribute changes, full audit trail
From the client
K
Kira Smith · Client
Does the dome camera see at night?
AI
Smackdab AI
Yes — IR up to 50m, color until 5 lux. Brooks installed the same model at the Harlow Estate; 18 months, no incidents.
From your team
B
Brooks S · Rep
How did we price the Smith garage in v1?
AI
Smackdab AI
Surveillance bundle was $4,250 in v1. You swapped one Pelco for a Hikvision in v2 to drop $300.
Speak it or type it. Watch a proposal write itself in your style.
Tell it about the job. It writes the proposal.
The AI drafts in your voice — your line items, your prices, your section order, your tone — pulled from the last few proposals you closed. Voice works while you're driving home from a walkthrough. Edit anything; the AI keeps the rest.
- Drafts in your style, not generic AI prose
- Voice or text — same speed either way
- Pulls from your last 12 closed proposals
- Editable before send; you stay in control
Tell me about the job…
01Cover & About
02Project Description
03Project Areas 3
04Items 14
05Gallery
06Terms & Conditions
07Payment Schedule
Drafted using your last 12 proposals' style.
Scopes, location summaries, terms — drafted in your voice in seconds.
It writes like you. Faster than you.
Ask the AI to draft a Scope of Work, a location summary, terms, or a cover letter. Tone chips let you nudge the output without re-prompting. Re-generate as many times as you want — every draft is grounded in this specific proposal's items.
- Writes in your voice, not generic AI prose
- Tone chips: Formal, Friendly, Direct
- Per-section: scope, summaries, terms, cover
- One-click regenerate without retyping
Living Room — Surveillance scope
We'll install three 4MP dome cameras in the living room — front entry, back patio, side window — wired to a 4-channel NVR in the equipment closet. Night vision keeps you covered through dawn. Glass-break sensors round out the perimeter, so movement at the windows triggers an alert before someone's actually inside.
Drafted from 14 line items in this section.
Cover photos, hero shots, room mockups — generated on demand.
Pictures that match the proposal.
Need a cover for a coastal vacation home? An interior shot of a media room? A stylized floor plan? Generate them. Each variation matches the brand of the theme you've selected.
- Cover photos for any property type
- Hero shots for sections (living room, theater, kitchen)
- Stylized floor plans and room mockups
- Schematic-style line illustrations
Modern coastal home — exterior, daylight
Use as cover
Use as cover
Use as cover
Use as cover
Stuck? Ask the AI how to do anything in Smackdab. It shows you.
Help that points at the right button.
Plain-English help in real time. Step-by-step with annotated screenshots. Builds an FAQ from what your team actually asks, so onboarding the next rep is a search, not a training session.
- Plain-English help in real time
- Step-by-step with annotated screenshots
- Works inside the app and on this site
- Builds an FAQ from what your team asks
How do I…
1
Open the room you want to clone.
⟶ Living Room
2
Hit the multi-select toggle, then pick every item.
⟶ Multi-select
3
Click "Duplicate to…" and pick the new location.
⟶ Duplicate to…
An always-on second pair of eyes for what your proposal might miss.
Catches the thing you'd catch yourself, eventually.
The AI reads your proposal as a customer would and as a code inspector would. It calls out gaps before you send. Coverage gaps, missing equipment, code issues, pricing anomalies — the things that turn into change orders.
- Coverage gaps (sensors not covering all entry points)
- Missing equipment (rack without surge protection)
- Code and standards (smoke detector counts, panel capacity)
- Pricing anomalies (similar job ran $X higher last month)
The Smith Residence
Living Room 5
Kitchen 3
Equipment Rack 4
Fire & Life Safety 2
AI Review 3 things to look at
Wiring schematics and engineering docs from the same brain that wrote the proposal.
The proposal and the install plan are the same document.
Same dataset that wrote the proposal generates the install plan. Wiring runs, rack elevation, room-level cable schedule. Hand it to your installer or attach it to the proposal as an annex. Change a line item, regenerate the schematic — they never drift.
- Wiring schematics for any system
- Rack elevations with port assignments
- Cable schedules with cable IDs
- Always synced — change an item, regenerate
Reading items Computing wiring runs Drawing schematic
Powered by your library. Trained on your proposals. Lives next to every feature on this page.
3 items selected
Multi-select & bulk
Clone a room in seconds.
Not minutes.
Select items and duplicate them to a new location (even one you haven't created yet), move them, delete them, or spin them into a fresh proposal. Stop copy-pasting. Start winning.
- Duplicate to a new or existing location — inline
- Move without retyping anything
- Spin selected items into a whole new proposal
- Works with filters and searches too
Filters & totals
See the slice,
without losing the whole.
Filter by anything — system, room, optional items. Two totals show at once: what's in your filter, and what's in the whole proposal. You stay oriented.
Filtered Total $5,310.00 2 items in Living Room · Surveillance
Proposal Total $18,307.00 13 items · 3 systems · 5 locations
Themes
Match your brand.
Or match your mood.
Switch themes anytime — colors, layouts, cover style all change. Your content stays. Just the look transforms. Pick one per proposal, or change it three times before sending.
Everything else that saves you time.
All the little things that stop proposals from being the bottleneck.
⌘
Snippets Save reusable blocks — copy, terms, tips, pricing tiers. Paste them once, use them forever. Your best work, every proposal.
$
Payment schedules Split the total into deposits, milestones, on-completion — whatever your terms are. Clients see it crystal clear on the signature page.
✎
Item detail editor Click any line item. Everything is editable in one place — specs, images, attachments, internal notes. No context-switching.
⎘
Compare view Show the difference between two versions, two locations, or two options side-by-side. Clients see what changed. No confusion.
☰
Managed library Every system, location, and item you've ever used lives here with photos, video, and description. Your team's institutional memory, searchable and always up to date.
✓
Built-in e-sign Client approval stays inside the proposal flow. No extra tool, no extra seat, and no separate handoff just to capture the client's go-ahead.
⎋
Multi-proposal portal For phased jobs or multi-system deals. Clients see everything pending in one place. You track it all from one dashboard.
⇄
Attachments & embedded media Spec sheets, warranties, walkthroughs. Store once in the library, attach to proposals or individual line items. Always up to date across every proposal.
▦
Save as template This proposal was good. Make it a template so your next deal starts here instead of blank. Your best wins become your starting point.
"We went from spending three days on a proposal to three hours. But the real win? Our close rate jumped 32% because clients actually read these, they ask questions inline, and we close deals while they're still engaged instead of three follow-up emails later."
Questions?
We've Got Answers.
What's the difference between a Version and an Alternate?
Versions are your team's internal drafts of a proposal — you can have several going in parallel and switch between them. Alternates are the client-facing picks inside one proposal, like Good/Better/Best. A client selects an Alternate; your team manages Versions.
Can clients ask a question without logging in?
Yes. The client portal is magic-link based. One click from the email and they're in — no password needed.
Do I need a separate tool for recording?
No. Smackdab's recorder is built in and embeds directly into proposal sections. Intro, per-location, per-group, or summary — record right in the proposal editor.
How do totals work with optional and alternate items?
Optional items are excluded from the total until toggled on. Alternate items replace their counterpart — whichever tier the client picks is what counts.
Can I migrate from iPoint / D-Tools / Portal.io?
Yes. We can import from iPoint, Portal, and D-Tools. For D-Tools, you need D-Tools API access so Smackdab can connect to the right project and catalog data.
How much does it cost?
Proposals has a free version included with Free Forever and Kickstarter. The Pro level of Smackdab unlocks the pro features in Proposals.
Ready to move faster?
Stop building proposals.
Start selling again.
Ten minutes. One proposal. See exactly what your clients can see. Then decide.
