Sales proposals for bigger jobs

Turn a quote into a proposal

A proposal sits on top of a quote. Prices, options and optional items always come from the quote, so build the quote first (good, better and best options work best).

1. 1Step 1: Open the quote and tap Present as a proposal in the Proposal card.
2. 2Step 2: Pick a template. Ready-made ones cover HVAC system replacement, roof replacement, water heater replacement, electrical panel upgrade, landscaping installs, painting and a general project.
3. 3Step 3: Edit the title, your letter, the short pitch and what's included for each option, scope and timeline, warranty, about us and terms.
4. 4Step 4: Tap Save proposal, then Present as proposal. The quote's link now opens the proposal.
5. 5Step 5: Tap Send to customer to email the link from Messages.

• Tip: Text is plain: a blank line starts a paragraph, a line starting with - is a bullet, and **two stars** make words bold.
• Tip: About us fills in from your business profile when you have one. Terms start from the quote terms in your brand kit.
• Tip: Show the plain quote instead turns the proposal layout off without losing it.

Sections, order and photos

Each section has a switch and arrows to change its order. The cover is always first and the approval always last; Your options always shows.

Upload photos or copy photos from this customer's inspection reports and visits. Caption them, mark before shots, and pick one as the cover. Without a photo, pick a ready-made cover or your brand color.

The preview on the right (Preview on phones) shows exactly what the customer sees, on a phone or a desktop, with your unsaved changes.

What the customer sees

A branded page with the options side by side. They tap Choose this option, add optional items with one tap, and the total updates. Then they type their name to sign, and pay the deposit if you ask for one, exactly as on the quote.

Download PDF gives the same design as a PDF. Fixed wording shows in Spanish for customers who prefer it; your own text stays as you wrote it.

Costs never show on the page, the PDF or in the page's data.

See how it is doing

The quote's Proposal card shows how many times the link was opened, the time it was in view, how many opens were on a phone, the option the customer last picked and, once they approve, the option they chose. Your own previews are not counted.

Templates

Owners and managers keep their own templates in Settings, Proposal templates: sections, order, cover and wording for each kind of job. Save as template in the editor turns a finished proposal into one. Changing a template never changes proposals already made.