Present beautiful, professional, proposals to your customers in the field or from your desk with just a few clicks.
Proposals is currently in beta, which means that some functionality may be subject to enhancements as the feature is being built.
Features Available Now:
Cover Page
- Details from the Company Location assigned to the Contact/Job automatically populate at the top of the Proposal.
- Customize the personal details specific to your project. The associated Contact/Job information will automatically populate by default but can be edited.
- Select a Cover Photo from a collection of attractive stock photos.
Simplified Estimate
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From the drop-down menu, select an Estimate that has been saved to the Contact/Job. Note the simplified and neatly displayed view, optimized for your customers' convenience.
Documents
- To include additional documentation in your Proposal, you can upload up to 10 PDF files from those that have been added to the associated Job/Contact record or your Company Documents.
- You will have the option to require homeowner acknowledgement, which indicates that the document has been reviewed prior to signature.
- The files can be displayed as either in-line (full page view within the Proposal) or as an attachment (thumbnail view that will display in a new browser tab when clicked).
Homeowner Signature
- Require a homeowner's signature by toggling the feature on.
Send Proposal via Email
- After the Proposal is saved, it is ready to send to the homeowner by clicking the "Send As" button in the upper right hand corner, and choosing Send via email.
- One recipient can be selected from the Related Contacts associated with the respective Contact/Job.
- The homeowner will receive, in their email, a copy of the Proposal that they can review and sign.
- The homeowner will be required to type their name in exactly how it appears on the Proposal in order to save their signature and move toward final submission.
- Once signed, the homeowner will need to acknowledge that they have read and agree to the terms included in the Proposal before submitting the signed Proposal.
Status Updates
- Once an Estimate is incorporated into a Proposal, the Status will automatically update from the Proposal to the included Estimate.
- Proposal "sent" = Estimate "sent"
- Proposal "signed" = Estimate "approved"
- Keep track of customer engagement with Sent Date time stamps and Customer Last Viewed time stamps.
Activity Feed Tracking & Notifications
- The Activity Feed of a Contact or Job will track when the related Proposal has been sent via email and signed by the recipient. It will also reflect the outbound email homeowners receive once a Proposal is fully signed by the designated party.
- The Notification Center will alert a team member once a Proposal to which they are assigned has been viewed and signed by the designated party.
- Note: ensure you have configured your Notification Preferences accordingly.
- Note: ensure you have configured your Notification Preferences accordingly.
Tips:
- Rules applied to the Design Template in Settings and the Estimate Sections WILL apply to the simplified view of your Proposal.
- Information in the "Left of Total" section on the Design Template will NOT populate in Proposals.
- Automations related to Estimate Statuses will NOT be negatively impacted by using Proposals as the Statuses WILL automatically apply to the included Estimate.
- The acknowledgement that homeowners see when signing the Proposal is not editable at this time.
- Photos included in Estimate line items will not display when viewed through Proposals.
Features Coming Soon:
The following features are coming soon in a future release.
Multiple homeowner signatures
- Currently, only one signature per Proposal can be requested. The ability to request multiple signatures for a single Proposal is coming soon.
Down Payments
- The ability to request a down payment for your project is not part of beta. A future release will include the option to request down payments from homeowners.
Sending Proposals
- Only one email recipient can be added when sending a proposal via email. With a future release, (including multiple homeowner signatures) multiple email recipients may be added.
- Users with an Engage subscription will soon be able to send Proposals to homeowners through text message.
Finger-sign Proposals
- Homeowners will be able to sign a Proposal from their emailed document. The ability to finger sign a Proposal from a mobile device is coming in a future update.
To give feedback on current and/or future functionality, click on the feedback buttons located on both the Proposals table (under the "Financials" tab of a Job/Contact) and the Proposal builder page.