After you build an estimate, the Generate proposal tab shows the proposal your customer will see. You can change how it looks before you send it.
Open the proposal
Open the estimate and tap Generate proposal at the bottom of the screen. The toolbar at the top has Template, Configure, Rearrange, Preview and Share.
Tap + between blocks to add text, images or other content. Tap a block's ... menu to edit or remove it.
Choose how services are shown
Tap Configure. You can choose:
Signature: require the customer to sign when they approve.
Customer choice rules: let the customer pick individual services.
Service details: Detailed, Concise or No details, and whether to show component quantities and prices.
Subtotals: None, Monthly Average or Cumulative Total.
Tap Done to apply your choices.
Change the order of blocks
Tap Rearrange. Press and hold the dots to the left of a block and drag it up or down. Tap Done when you're finished.
To see the proposal as your customer will, tap Preview. To send it, tap Share.
Please contact [email protected] if you need help or have questions.