Frequently asked questions

Once you send us your logo (if you use one), contact information, price sheet, and any customer terms, we build your custom proposal / price-quote system and have you up and running within 24 hours (please allow for weekends).

Yes — a one-time $99 fee when you sign up. It covers building your custom pricing into the system, uploading your logo and terms, and testing your live form before you send a real proposal. Because that setup work is done up front, the $99 setup fee is non-refundable once we've begun building your system. After that, it's $39.99/month, cancel anytime.

To a point, yes, at no extra cost. Small tweaks — extra add-on items, reworded labels, swapped fields — are included free: you can make many updates yourself from your admin page, or email us and it's usually done the same day. Bigger structural changes (a different calculation model entirely) are a separate conversation.

Log in and change them from your dashboard — it only takes a minute and applies to your very next quote. Older, already-sent proposals still show the price your customer actually saw.

No. We send you a customized link, which you save to your phone's home screen — we walk you through this simple process. It looks and functions just like an app, but nothing to download. See our home-screen setup walkthrough for the quick steps.

Yes, across the U.S. The federal ESIGN Act applies nationwide, and nearly every state has adopted the Uniform Electronic Transactions Act (UETA) — a few states, such as New York and Illinois, have their own equivalent electronic-records laws. Under these, a typed name with a recorded timestamp, IP address, and audit trail generally carries the same legal weight as a handwritten signature for service contracts. Contract rules vary by state and trade, so you're responsible for making sure your proposals meet the requirements where you work.

Only if you want to accept credit cards using Stripe. Stripe Connect is free and takes about ten minutes to set up on the Stripe site — or we can point your accept page at however you already get paid (Zelle, Venmo, PayPal, Square, or check). Either way, the money goes directly to you; it never passes through us.

We don't archive them long-term. Documents are deleted 90–120 days after an invoice is marked closed, and we remind you beforehand so you can download anything for your records. Your signed e-signature records are kept separately for 7 years as legal proof the customer agreed to the price.

We don't keep a central archive of your sent documents — that's a deliberate choice that keeps your data, and your customers' data, from sitting around long-term. Instead, you're automatically copied (CC'd) on every proposal and invoice that goes out, so your own email inbox is your running record. And before any documents are deleted, we email you download links so you can save anything you want to keep.

Anytime — no contract, no cancellation fee beyond the initial setup. Email us from the address on your account at servicecancellations@drivewayproposals.com and we'll stop billing at the end of your current month. Your proposal history stays in your own inbox either way.