Introducing Proposal Builder: A Smarter Way to Handle Presales

After nearly a decade of working in Microsoft presales, project estimations, and deliveries, I’ve learned a lot about the challenges teams face in creating accurate and efficient proposals. That’s why I’m thrilled to announce that my app, Proposal Builder, is now available on Microsoft Appsource —and it’s completely free of charge!

What is Proposal Builder?

Proposal Builder is a Power Apps model-driven app designed to simplify and automate the presales process. Instead of juggling spreadsheets and manual calculations, this app enables teams to work smarter and faster when it comes to creating estimations and proposals. It’s packed with features like:

  • Estimation Templates: Create reusable templates for consistency across projects.
  • Reusable Deliverables: Use estimation details to save time and ensure accuracy.
  • Versioning: Easily manage multiple versions of estimations for iterative refinement.
  • Automatic Totals: Automatically calculate proposal totals, so there’s no guesswork.

Where to Find It

The app is publicly available on Microsoft AppSource. If you’re interested, you can check it out here:
Proposal Builder on AppSource

I’ve also included sample data files on GitHub to help you get started quickly:
GitHub Sample Data Files

See It in Action

To give you a head start, I’ve created some quick videos:

Need Help?

If you need assistance setting it up or have any questions, or feedback, feel free to reach out to me directly. I’d love to hear how this app helps your team succeed in presales