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      How Do I Create a Proposal on the Mobile App?

      On this Page

      For iOS

      • Navigate to the Estimate you want to convert into a Proposal
      • Select the Create Proposal button on the Saved Estimate view 

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      From Financials

      • While viewing a Contact/Job select the + Menu in the upper right-hand corner and select Proposal from the Financials dropdown menu.

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      • From the Contact/Job details, select Files and then Financials. Follow the steps outlined above for creating the Proposal from the desired Estimate or starting one from scratch. 

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      Creating your Proposal

      • Once you are in the New Proposal select Edit to customize the Proposal.

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      • Select the sections to customize the Proposal to your desired specifications.

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      1. Select a Cover Photo from the list of provided stock images. 
      2. Include a saved Estimate from the dropdown menu. 
        • If starting from the Saved Estimate, the Estimate details will prepopulate to the Proposal.
      3. Add PDF Documents to your Proposal from your Company Documents or the Contact/Job Documents. 
        • Limit 10 Documents per Proposal, up to 10mb.
        • Documents can be viewed in line with the Proposal or as an attachment to the Proposal.
        • Select whether or not you would like the recipient to explicitly acknowledge certain pages included with the Proposal before signing. 
      4. If you choose to require a signature, the signature field can be toggled on to include a single signature to the Proposal.
      • When you are satisfied with the items included in the Proposal, hit Save.
      • Once Saved, you can preview the Proposal and email it to your customer.

      For Android

      • Navigate to the Estimate you want to convert into a Proposal
      • Select the Create Proposal button.
          
        Screenshot_20230912-142757-1
        • Alternatively, you can select the menu from the upper right-hand corner and select Create Proposal from the dropdown menu.

      From Financials

      • While viewing a Contact/Job select the + in the bottom right-hand corner and select Proposal from the Financials dropdown menu.

        Screenshot_20230912-142559-1
        • From the menu, select Proposal.
          Screenshot_20230912-142608-1
        • From the Contact/Job details, select Files then Financials.  Follow the steps outlined above for creating the Proposal from the desired Estimate or starting one from scratch. 

          Screenshot_20230912-142646-1

      Create your Proposal

      • Once you are in the New Proposal select Edit to customize the Proposal.

        Screenshot_20230912-142811-1

      • To prepare the Proposal for your customer, select the sections to customize the Proposal to your desired specifications

        Screenshot_20230912-142737-1

       

      1. Select a Cover Photo from the list of provided stock images. 
      2. Include a saved Estimate from the dropdown menu. 
        • If starting from the Saved Estimate, the Estimate details will prepopulate to the Proposal.
      3. If you choose to require a signature, the signature field can be toggled on to include a single signature to the Proposal.
      • When you are satisfied with the items included in the Proposal, hit Save.
      • Once Saved, you can preview the Proposal and email it to your customer.