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Proposal Templates Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 3 minute(s) read
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Proposal Templates

Empower technicians to present prebuilt good/better/best estimates to customers in ServiceTitan Mobile — streamlining the estimate process and boosting profitability.

Product overview

See Proposal Templates in action

Watch how technicians use Proposal Templates to present good/better/best estimate options to customers directly in ServiceTitan Mobile.

Setup

Use proposal templates to empower technicians to present prebuilt good/better/best estimates to customers in ServiceTitan Mobile. Created in the office using estimate templates, these proposals offer customers multiple options to choose from, streamlining the estimate process, and customer experiences also boosting profitability.

Setup checklist

Pricebook items setup

Add service, equipment, and materials in your pricebook.

Add images, PDFs, and video to your pricebook

Add multimedia to your pricebook to help build compelling estimates and invoices to present to customers.

Setup permissions

Enable View/edit saved estimates for your office employees and View/Edit Proposals for technician profiles to be able to have access to the templates.

Required access

Available to all ServiceTitan customers. Contact your Customer Success Manager to confirm access and enable the feature for your account.

Once setup is complete

Technicians can present prebuilt good/better/best estimates to customers directly in ServiceTitan Mobile, saving time and boosting sales.

Quick Start Guide — Proposal Templates

When you present a proposal template to customers, manage the labeling of Good, Better, or Best estimate options by creating proposal types. Customize labels and create multiple proposal types in your pricebook, like Basic, Premium, or Premium Plus, to offer a variety of choices. This makes it easier for customers to decide and boosts your sales potential.

Add a proposal type

  1. From the navigation bar, click Pricebook.
  2. From the side panel, click Templates, then go to the Proposal Templates tab.
  3. Click Proposal Types, then in the pop-up click Add Proposal Type.
  4. Enter a name in the Proposal Type Name field.
  5. Under Progressive or Additive, select how you want to sell estimates from the proposal template.
  6. Under Options, enter a name and click the color square to select a color for each estimate template label. Note: The label name and color are applied when showing estimate options in ServiceTitan Mobile.
  7. Click +Add option to create additional options. Click and drag options to reorder them.
  8. When finished, click Save.
Adding a proposal type in ServiceTitan

For more, see Add and edit proposal types.

Key workflows

Follow these workflows to set up and use Proposal Templates from the office and in ServiceTitan Mobile.

Create estimate templates from the office

Create estimate templates for commonly performed jobs and group them on proposal templates to offer Good, Better, and Best options.

Create proposal templates from the office

After creating estimate templates, group them on proposal templates for technicians to present Good, Better, and Best options.

Present estimates using templates in Mobile

Use proposal templates to add pre-built estimates from estimate templates to a job for commonly performed tasks.

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