Proposals
Create, customize, and manage professional proposals and estimates that win more jobs.
By Bobby and 1 other2 authors8 articles
- How to create a ProposalDifferent ways to create a proposal to send to your customers for approval
- Reorder Line Items on a ProposalDrag and drop line items into the order you want on a proposal, so your services and materials appear in the sequence that makes the most sense for your customer.
- On-Site ProposalsBook an assessment visit, gather photos and details on site, then build the quote from what you found — with its own status track from unscheduled to completed.
- Adding Photos to Line Items and PriceBook ItemsShow customers exactly what they're paying for - add a photo to any line item on proposals, change orders, invoices, and credit memos, or set it once on the PriceBook…
- Blended ProposalsBlended Proposals are a great way to create a proposal with both labor and materials on one line item
- Clone a ProposalSave time by duplicating an existing proposal — all line items, pricing, and settings carry over to a new draft in seconds.
- Optional Line Items on Proposals and Change OrdersAdd optional add-on services to proposals and change orders, let customers choose what they want, and automatically update the total — a built-in upsell tool that speeds up approvals.
- Requiring Payment Details When a Client Approves a ProposalRequire clients to submit a card or ACH on file before they can approve a proposal — set a business-wide default and override it per proposal as needed.