Proposals & Approvals
Build proposals, add options, create renderings, and get them approved.
By Handoff and 1 other2 authors18 articles
Creating Proposals
Generate, customize, and export proposals.
- How to create a proposalTurn 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.
- What you can add to a proposalSee 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.
- How to create and apply a proposal layoutBuild 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 export or print a proposal or estimateExport 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.
- PDF export didn't work: how to fix itFix 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.
Options & Add-ons
Proposal options, add-ons, and how they affect pricing.
- How Options and Add-ons workOptions and Add-ons let your client choose between alternatives and optional extras on one estimate. Totals and invoices use only the chosen scope.
- How to add options and add-ons to an estimateTurn 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 multiple estimate options to a proposalOffer 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 your client chooses options on a proposalSend 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.
Image Lab & Renderings
Create AI renderings in Image Editor and use visuals to present proposed work.