What is Proposals Beta?

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:





Status Updates

Activity & Notifications

Coming Soon!

Cover Page

Estimate 1131 JobNimbus 2024-01-17 at 10.13.47 AM

  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 your Contact/Job Photos, or  from a collection of attractive stock photos.
  4. Include a saved Estimate from the dropdown menu, or start your Proposal from the Estimate to pre populate the Estimate you're currently working on. 
  5. Choose one or more photos to include in your Proposal. You have the option to add a description for each photo.
  6. Add PDF Documents to your Proposal from your Company Documents or from the Contact/Job Documents.
  7. If you choose to require a signature, the signature field can be toggled on to include a single signature to the Proposal. 

Simplified Estimate

JobNimbus 2024-02-02 at 9.25.28 AM

  • 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. 


Robert Paulson JobNimbus 2024-02-02 at 9.37.45 AM

  • You have the option to choose Contact or Job Photos from your inspection of the homeowner's property or any other relevant photos that you would like to showcase to your customer.
  • To provide more context and information, you can add customized descriptions for each photo.
  • It is important to note that the photos will be added to the Proposal in the exact order they are selected from the menu.


Robert Paulson JobNimbus 2024-02-02 at 11.48.13 AM

  • 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

Job #1043 Robert Paulson - Roof Repair JobNimbus 2023-07-25 at 12.55.25 PM

  • Require a homeowner's signature by toggling the feature on.
  • If you have enabled the "Required acknowledgement before signing" option for any documents in the previous step, signatures will automatically be required and cannot be disabled unless you update your Document preferences.

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

    Robert Paulson JobNimbus 2023-07-31 at 8.43.14 AM
  • One recipient can be selected from the Related Contacts associated with the respective Contact/Job.

    Robert Paulson JobNimbus 2023-07-31 at 8.42.35 AM

  • The homeowner will receive, in their email, a copy of the Proposal that they can review and sign.
    JobNimbus 2023-07-31 at 8.46.41 AM
  • 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. 

    JobNimbus 2023-07-31 at 8.47.18 AM
  • 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. 
    JobNimbus 2023-07-31 at 8.47.59 AM

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. 
    Robert Paulson JobNimbus 2023-07-31 at 8.51.36 AM (1)

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.


  • 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.