To create a proposal, open an estimate and select Proposal at the top, or select Convert to > Proposal. Handoff builds the proposal from your estimate, and you can edit it before you send it.
Available on the Flex, Pro, Scale, and Business plans. Section editing and Ask Handy are on Pro and Scale. You need permission to edit Estimates. Works on desktop and in the mobile app.
Create a proposal from an estimate
Open the estimate.
Select Proposal at the top of the estimate, next to Estimate. Or select Convert to > Proposal.
The proposal opens. Convert to > Proposal opens it in preview.
On desktop, the Proposal control is in the page header. In the mobile app, it is in the top bar, and Convert to is in the bottom dock.
If the proposal doesn't open, Handoff shows "Couldn't open the proposal. Please try again." Select Proposal again.
What a proposal contains
A proposal is a document made of sections, such as a header, your estimate, a payment schedule, terms, and a signature. Its Estimate section shows the items from your estimate.
On the Flex and Business plans, the proposal is a fixed document. You edit the text in it and add content with Add client message, Add payment schedule, Attach file, Add terms & conditions, and Require signature.
On the Pro and Scale plans, you build the proposal from sections. For the full list, see What you can add to a proposal.
Edit sections on the Pro and Scale plans
On desktop:
Hover a section to show its toolbar.
Select the section to open its editor, change it, and save.
Drag a section by its handle to reorder it.
Use the table of contents on the right to jump between sections.
In the mobile app:
Select a section to choose it. The section's tools appear in the bottom dock.
Open the editor from the dock and change the section. The editor opens as a bottom sheet.
To add a section, use the + insert menu and choose a section type. Sections can also be duplicated and deleted from the section toolbar.
Ask Handy to change a section
On the Pro and Scale plans, select Ask Handy on a section's toolbar. Type what you want, such as a shorter intro or a warmer tone, or pick a suggestion. Handy (Handoff's AI assistant) edits that section, and the change appears in the proposal.
Ask Handy is not available after the proposal is approved.
Preview and send the proposal
Select Preview to see the proposal the way your client sees it.
Select Send, then choose how to send it.
In the mobile app, Send is the paper-plane button in the bottom dock. For the send options, see How to send a proposal.
A sent proposal is read-only. To change it, open the ⋮ menu and select Edit.