The Proposals feature lets you confirm AI Estimates to ready-to-send proposals with a single tap.
Creating Proposals: Users can create new proposals by toggling from estimates to proposals within Handoff. This allows for a quick switch between detailed estimates and more summarized proposal views. You can switch back and forth to do your AI updates, the toggle back to proposals to see how it looks.
Editing Company Information: The header section of a proposal allows for the editing of company details, including the company logo, license information, and contact phone number. This ensures that all proposals are personalized and professional.
Editing the "Client Message": The feature includes an AI-crafted message in the proposal's header, which can be edited to provide a friendly and welcoming introduction to the client.
Summarizing the Estimate with Bullet Points: Instead of itemizing every single scope of work, the proposals summarize the estimates into group totals with bullet points, making it easier for clients to understand the key aspects of the project. You can also use the gear icon to toggle between this bulleted "Simple" view and an itemized "Detailed" view.
Attachments: Users can attach any files to the proposal, such as project plans, photos, and spec sheets. You can also save standard attachments that you'd like on every job.
Terms and Conditions: The footer section of the proposal allows users to copy paste and edit your standard Terms and Conditions. This is the place to mention warranty, client responsibilities, agreement language, and change order terms.
Invoicing: You can add invoices directly within the proposal to set up your payment schedule! You can set up lump sum payments, or percent-based payments. Contractors use this for 25/25/50 splits, 50/50 splits, etc.
Signatures: You can click "Require Signature" to
These features collectively enhance the functionality and user-friendliness of the proposals, making it easier to create, manage, and present professional proposals to clients.