From Estimate to Proposal
A proposal is the client-facing version of your estimate, with your branding, scope of work and terms.
You create it from the estimate builder and send it from the proposal page.
Step-by-Step: Creating and Sending Your Proposal
Finish your estimate
Work through the builder steps and check the totals on Summary.
Click Generate Proposal
This saves the estimate and opens the proposal page, showing exactly what your client will see.
Review it
If you offer several packages, check each package tab. Click Edit to go back and change anything.
Click Send Proposal
Fill in Client E-mail, From Name, Reply To E-mail and the required Message, choose which packages to include under Proposal Option, and click Send E-mail.
Wait for the response
The status moves to Sent, then Viewed when your client opens it. They can Approve (and sign) or Reject.
Frequently Asked Questions
Yes. Click Copy Link on the proposal page and paste the link into any message, or download the PDF.
Click Accept Now on the proposal page and record their signature there.
No. There is one proposal layout, but you can rename sections and package names in Business Settings.
Ready to Send Your First Proposal?
Build an estimate and send a branded proposal in minutes.