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.

Make a strong first impression with a custom cover page that includes project details and your branding.

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.

Configure how and when QuickEstimate notifies you when a client approves, declines, or views a proposal.

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

Access a full log of every version sent to a client, including what changed and when each was delivered.

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