Frequently asked questions

You can be sending today. Your account opens the moment you finish checkout. Tick the services you offer from your trade's list, put your own prices beside them, add your logo and terms, and your system is live, no waiting on us, and nothing to install.

$49/month, and that's everything: no setup fee, no per-user fees, no tiers, unlimited proposals and invoices. No contract, cancel anytime, and every new account starts with a 7-day free trial, no credit card needed.

Yes. Every new account starts with a 7-day free trial, and no credit card is needed to sign up. Everything is included. Near the end we'll email to ask if you'd like to keep going. If you don't add a card, you're never charged: your account just becomes read-only and your documents stay viewable.

Yes, up to 10 people on one account, each with their own login, at no extra cost. The owner sees and controls everything; each crew member sees their own day, with one-tap directions to each job.

Right now, each account can have up to 10 seats. We plan to offer more seats for larger contractors in 2027.

Yes, yourself, any time, at no extra cost. From your dashboard you can add or remove services, add your own write-in services and job extras, reorder them, and change your prices, logo and terms. Need something bigger? Email us and we'll talk it through.

Change them from your dashboard. It takes a minute and applies to your very next quote. Proposals you've already sent still show the price your customer actually saw.

No. You sign in from your phone's browser and save it to your home screen. It looks and works just like an app, with 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. You can also have the customer sign on the spot on your phone. 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 take card payments online. Stripe Connect has no monthly fee (Stripe's standard card-processing fees apply) and takes about five minutes to set up. Prefer Zelle, Venmo, PayPal, Square or check? Your payment instructions print on every proposal and invoice, and you mark it paid when the money arrives. Either way, the money goes directly to you; it never passes through us.

Yes. Jobs & payments in your dashboard lists every proposal and invoice, searchable, with status, totals and what's still owed, and you can download all of it as a spreadsheet any time. You're also copied (CC'd) on every proposal and invoice that goes out.

We don't archive them long-term. Documents are deleted 90 days after an invoice is closed, and we remind you before that so you can download anything for your records. Two small records are kept after that: your signed e-signature records, for 7 years as legal proof the customer agreed to the price, and a numbers-only record of each job (amounts, services and dates, no customer names or addresses) for 24 months, so your Reports page can show your history.

Anytime. No contract and no cancellation fee. Email us from the address on your account at support@drivewayproposals.com and we'll stop billing at the end of your current month. Cancel within 7 days of your first paid charge and you get that charge back in full.