When you select Generate proposal in an estimate, Duranta creates the proposal your customer will see. The proposal opens in the center of the page, with the Template and Send tabs on the right.
Choose a template
On the Template tab, choose the template for this proposal. A template sets the whole look of the proposal. Your services and fees are kept when you switch.
New proposals start from your default template. You can create and edit templates in Favorites → Proposals.
Configure the proposal
On the Send tab, under Configure, choose:
Signature: turn on Require the customer to sign when approving.
Customer choice rules: turn on Customer can purchase individual services to let the customer approve only some Services & Pricing blocks.
Service details: how much detail to show for each service. Detailed shows component quantities and prices, Concise shows item prices with a short breakdown, and No details shows no breakdown and includes the price in the total.
Subtotals: how totals show for services.
For Subtotals, choose:
None: services aren't added up.
Monthly Average: the average per month. Adding start and end dates to services makes it more accurate.
Cumulative Total: a simple total when services have no start and end dates.
When the proposal has installs, you can also choose whether to show component quantities and component prices.
Add your own content
Select + between sections of the proposal to add a block:
Heading and Text
Image
Map of the property
Divider and Spacer
Layout, to split a row into columns
Services & Pricing block, to group services
Snippets you've saved
Hover over a block to drag it to a new place, duplicate it or delete it. See Building proposals and snippets with blocks in the web app for details.
Preview and send
Select Preview as customer to see the proposal exactly as your customer will. When it's ready, select Publish & share to send it by email or copy a link.
💡 Publishing creates a version your customer can open. If you change the proposal later, publish again so your customer sees the update.