Follow these simple steps to create, customize, and manage your proposals with Handoff.
Step 1: Switch Estimate View to Proposal View
1. Navigate to the Estimates Section
- On the dashboard, click on the Estimates tab located on the left-hand menu. Click into any existing estimate.
2. Toggle to Proposals
- Inside the Estimate, click the toggle in the top-center of screen to switch from Estimate view to Proposal View
Step 2: Set up your Header
The header contains these sections:
Company Info: set up the logo, phone number, email, and license number you'd like displayed on the proposal
Client Message: set up a friendly message to introduce your proposal. We generate one with AI for you based on your estimate. You can manually rewrite it if you'd like.
Step 3: Set up the Estimate display
You have these choices when setting up your estimate display.
Simple -- a bulleted list of scopes
Detailed -- an itemized list of all materials and labor items, shown just like the estimate
Lump sum -- show just 1 final dollar total at the bottom of the estimate.
Step 4: Set up the footer
The footer of the proposal contains several options to make your proposal more functional. These are optional, use them as you see fit.
Add Invoices: You can set up your payment schedule with payable invoices, using percent-based or lump sum invoices. For instance, you can add a 10% down payment invoice, or set up a 25/25/50% set of invoices.
Attach Files: you can attach photos, project plans, company brochures, insurance certificates, license certificates, and more.
Terms and Conditions: you can copy-paste or write in your standard agreement text. This might mention client responsibilities, change order procedures, warranties, schedule, etc.
Digital Signatures: you can require a digital signature on your estimate with a single click! We'll prefill your signature for you.
Step 5: Send the proposal.
When ready, click the Preview & Send button. This will take you to a final preview mode to see exactly how the client will see your proposal when they open it. Finally, click send, and you'll choose whether to send by Email, SMS (Text), or by Sharing a link.