How to Send a Proposal

1. Open the estimate you wish to send off.

2. Click on the "printer" button.

3. Turn on the toggle for Customer Proposal.

4. Toggle on all of the workareas that you want to present to the customer.

5. Click the "Auto-Submit Down-Payment Invoice upon Customer Approval" field if you want the system to automatically send the customer a down payment invoice on approval.

6. Adjust the payment schedule as needed.

7. Click "Send for Review" to email the proposal to the customer.

8. Click "Create Link" to text the proposal or email it from you directly.

9. Click the link to get a preview of what the customer will see.

If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.
​

​