Proposals & Workflow

Turn a completed estimate into a branded, client-ready proposal and deliver it in minutes.

Add your logo, brand colours, and business details so every proposal reflects your company identity.

Include payment terms, scope boundaries, and legal clauses to protect your business and set clear expectations.

What the proposal header shows, and how to brand it with your logo and colour.

Control how long your proposal remains active and protect yourself from stale pricing commitments.

Send proposals directly from QuickEstimate with a personalised message and track whether your client opened it.

Export a polished PDF version to attach to your own emails, print, or hand deliver to clients.

Generate a shareable link so clients can view their proposal online from any device, at any time.

Never let a proposal go cold. Configure automatic reminders to prompt clients who haven't responded.

See when a client has opened your proposal and monitor its current status—sent, viewed, approved, or declined.

Understand the approval flow—from proposal sent to client sign-off—and what happens at each stage.

Record client decisions made over the phone or in person by updating proposal status directly in QuickEstimate.

How you find out when a client opens, approves or rejects a proposal.

Make changes to a sent proposal and resend it with an updated version number—without losing the original.

See when a proposal was sent, opened and signed, and how revisions work.

Reuse successful proposals for similar projects or archive old ones to keep your workspace organised.