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AI: Proposals (Step by Step)

Confused on how to create a proposal? Let Handoff help!

Written by Handoff Support
Updated over 2 weeks ago

This is a step-by-step guide to creating and sending proposals in Handoff.

Step 1: Build Your Estimate

  1. Open a project and tap New Estimate.

  2. Describe the job in the AI chat and tap Send.

  3. Review the generated estimate and make any edits using the chat or by tapping rows directly.

Step 2: Convert to a Proposal

  1. Tap the Convert button in the top navigation bar.

  2. Select Proposal.

  3. The proposal is created from your estimate.

Step 3: Customize the Proposal

In the proposal view you can:

  • Add or edit your company information and logo

  • Attach terms & conditions

  • Enable or disable the signature requirement (Settings → Presets → Proposals)

  • Toggle which line items are visible to the client

Step 4: Add a Client and Send

  1. Tap Preview & send.

  2. Add or confirm your client’s name, email, and phone number.

  3. Tap Send. Choose Email or SMS delivery.

  4. Your client receives a link to view the proposal on any device.

Step 5: Track and Accept

  • Once sent, the proposal status changes to Sent.

  • When the client accepts, status updates to Approved.

  • You can also accept on behalf of a client by tapping Mark as approved in the proposal options menu.

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