Support

Handoff Support

Dave Pucci

Build proposals, add options, create renderings, and get them approved.

Proposals & Approvals

Turn an estimate into a proposal with the Proposal tab or Convert to, edit its sections, ask Handy to rewrite a section, then preview and send it.

How to create a proposal

See the sections you can add to a proposal, which are on the Pro and Scale plans, and how to set your brand colors and fonts on desktop and mobile.

What you can add to a proposal

Build a reusable proposal layout with the sections you want, then apply it to any proposal from the Layout chip, on desktop or in the mobile app.

How to create and apply a proposal layout

Export a proposal or estimate as a PDF or CSV from the ⋮ menu, and print it from a desktop browser. Mobile exports open the share sheet.

How to export or print a proposal or estimate

Fix a failed proposal or estimate PDF export. Learn what each error message means, and how to retry, wait for a slow export, or export fewer options.

PDF export didn't work: how to fix it

Generate, customize, and export proposals.

Creating Proposals

Options and Add-ons let your client choose between alternatives and optional extras on one estimate. Totals and invoices use only the chosen scope.

How Options and Add-ons work

Turn an estimate item into an Option group or an Add-on on desktop or in the mobile app, set what is selected by default, and change or undo it.

How to add options and add-ons to an estimate

Offer your client up to five versions of a job on one proposal. Add, rename, duplicate, and delete estimate options from the tabs above the estimate.

How to add multiple estimate options to a proposal

Send a proposal with options and add-ons as a recipient so your client can choose, see the price update, and accept. Track what they picked.

How your client chooses options on a proposal

Proposal options, add-ons, and how they affect pricing.

Options & Add-ons

Open a photo or a Handy image in Image Editor, make changes, add a reference image, remove an area, save the result to your project, and use it in a…

How to create and edit renderings in Image Editor

Create AI renderings in Image Editor and use visuals to present proposed work.

Image Lab & Renderings

Preview your proposal, then send it to your client by text, email, or a link you share. Resend or edit it after sending.

How to send a proposal

See the proposal page your client opens, the Give feedback, Decline, and Accept buttons, the read-only payment schedule, and terms they must accept.

What your client sees on a proposal

Require your client to sign before they accept a proposal. Turn it on for every new proposal in Presets, or add a Signature section to one proposal.

How to require a signature on a proposal

Add a Terms & conditions section from a saved template or your own text, and require your client to agree to it before they can accept.

How to add terms and conditions to a proposal

Choose how much pricing your client sees on a proposal, from every line item down to a single total, for one proposal or as your default.

How to hide line-item prices on a proposal

Set a reminder schedule for open proposals, turn reminders on or off when you send, and pause them on one proposal. Learn why a client may still get texts.

How to set up and stop follow-up reminders

Mark a sent proposal as approved yourself when your client agreed by phone, text, or in person. No client signature is recorded.

How to accept a proposal on behalf of your client

Fix a proposal your client didn't get. Check their email and phone on file, resend from the Send proposal dialog, or copy the link and send it yourself.

Client didn't receive the proposal email or text: how to fix it

Send proposals, the customer experience, terms and conditions, signatures, and approvals.

Sharing & Approvals

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