Answers to common SignalDraft questions

SignalDraft is catalog and proposal software for AV and systems integrators. It reads vendor price sheets, automatically classifies the columns (SKU, cost, MSRP, category, manufacturer, and more), and keeps that data in one clean catalog you can turn into priced, client-ready proposals.

Yes — start a 14-day free trial anytime at signaldraft.app/start-trial, no waiting on an invite. As a founding member you'll lock in $25/user/month for your first 25 users, for life ($39/user beyond that).

Existing organizations log in at studio.signaldraft.app. Don't have an account yet? Start your free trial to create one.

Nothing to install — SignalDraft runs in a modern web browser (Chrome, Edge, Safari, or Firefox). To get the most out of onboarding, have one or two vendor price sheets (Excel or CSV) handy so we can set up your first import together.

SignalDraft imports vendor price sheets as .xlsx, .xls, or .csv files. Multi-sheet workbooks are supported — you'll choose which sheet to import.

When you import a price sheet, SignalDraft analyzes the header row and sample values to identify which columns are SKU, description, cost, MSRP, category, and manufacturer — even when headers are abbreviated, year-prefixed, or vendor-specific. You'll see a preview with the suggested mapping before anything is added to your catalog.

You can correct any column mapping in the import preview before committing the import — nothing is added to your catalog until you confirm it. Corrections don't affect future imports from other vendors.

Vendors, customers, and your product catalog each live in their own dedicated area, so you can keep price sheets, contacts, and projects organized without duplicating data.

Yes. Labor rates are set up by role and can be added to any proposal alongside catalog line items, so hardware and installation labor are priced together.

Bundles group products (and labor) you quote together often — like a standard conference room package — into a single reusable template you can drop into any proposal.

Yes — margin updates in real time as you add line items, labor, and markup, so you can see the impact before the proposal ever goes to a client.

Yes. Creating a new version of a project keeps the full history — earlier versions stay accessible, and you can switch between versions from the project view at any time.

Yes — comment directly on any line item or bundle to discuss pricing, swaps, or open questions. Threads stay attached to that item so context never gets lost, and you can resolve a thread once it's settled.

Yes. The Procurement tab consolidates everything that needs to be ordered into one list, automatically merging duplicate parts even when they're used in different rooms or systems. Group it by room, system, or vendor, then export straight to PDF — labor and owner-furnished items are excluded, since those aren't things you'd order from a distributor.

Yes. The dashboard tracks every project's stage using your own custom statuses — from lead to won to closed out — and can break projects down by pipeline stage or by vertical.

Three ways: export a PDF, present it full-screen in person, or turn on Client Sharing for a public link your client can open on their own — no login needed. The link always reflects your latest pricing and content, and you can optionally add a password as a light extra step before it loads. Cost, margin, vendor names, and internal notes are never included in what a client sees.

Yes — the proposal page editor lets you arrange pages and content so the client-facing document matches how your team presents pricing.

Yes — mark any project private and choose exactly who can see it, either by granting specific teammates access or by vertical.

Yes. Granular permissions let you decide exactly which teammates can access management and administration areas, down to individual sub-tabs.

An admin can add a teammate under Administration → Users, which sends them an email to set their own password. From there, set exactly which areas they can access — Projects, Management, and Administration — independently for each person.

Your organization's data is isolated from every other organization and protected by granular, per-user access controls. Data is stored on Google Cloud infrastructure with encryption in transit and at rest.

Yes. You can enable two-factor authentication (authenticator app or SMS) on your own account, and organizations can require it for everyone. Signing in with Google is also supported.

One plan — that's it. Every feature is included no matter your team size, nothing locked behind a higher tier. As a founding member, it's $25/user/month for your first 25 users, locked in for life ($39/user/month beyond that), with a 14-day free trial to start. We're early in development, and founding members get a direct hand in shaping what we build next. Start yours.

Proposals can be exported as client-ready documents, including a dedicated procurement PDF. If you need a bulk export of your catalog or account data, contact support and we'll help.