What is Proposals Beta?

Present beautiful, professional, proposals to your customers in the field or from your desk with just a few clicks.

Features Available Now:

Cover Page

1. Details from the Company Location assigned to the Contact/Job automatically populate at the top of the Proposal.
2. Customize the personal details specific to your project. The associated Contact/Job information will automatically populate by default but can be edited.
3. Select a Cover Photo from a collection of attractive stock photos.

Simplified Estimate

• 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.
    
    

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.