How Do I Access Proposals Beta?

Gain a competitive advantage with JobNimbus Proposals beta feature, which grants the ability to create professional looking proposals, giving you an edge in the market.

To enable Proposals Beta:

  • Click on your Profile Icon or initials in the top right corner
  • Choose Settings from the drop-down menu
  • Within the Settings menu, open the Features tab
  • Toggle the switch next to Proposals Beta

    Job #1043 Robert Paulson - Roof Repair JobNimbus 2023-07-25 at 2.30.50 PM

To Grant Access to your Team:

  • In your account settings, open the Access Profiles tab
  • Click on the three dots next to the Access Profile(s) you would like to grant Proposals beta access to Proposals and choose "Edit" from the menu options

    Settings JobNimbus 2023-07-25 at 4.01.56 PM

  • Because Proposals is tied to Estimates, the user will need at least View access to Estimates in order to access Proposals.

    Settings JobNimbus 2023-07-25 at 4.08.50 PM
    • Note: If the ability to view, create/edit, and/or delete an Estimate is NOT granted, the box next to "Proposals Beta" will appear, but cannot be checked.
  • Enabling Proposals Beta will result in a new table under the Financials tab within a Contact/Job page.

    Job #1043 Robert Paulson - Roof Repair JobNimbus 2023-07-25 at 2.51.03 PM

Check out this article to learn how to create a Proposal.