- Help Center
- Financials
- Proposals
-
Learning & Training Resources
-
New Sales Experience
-
JobNimbus Payments
-
Quickstart
-
Boards
-
Engage
-
Contacts & Jobs
-
Mobile App
-
Automations
-
Calendar & Tasks
-
Reports
-
Dashboard
-
Financials
-
QuickBooks
-
Integrations
-
Settings
-
Roofer Marketers
-
Additional Resources
-
Events
-
Industry Resources
-
App Status
-
Suggestions
-
Troubleshooting
-
Using JobNimbus
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
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
- Because Proposals is tied to Estimates, the user will need at least View access to Estimates in order to access Proposals.
- 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.
Check out this article to learn how to create a Proposal.