Two proposal settings control what your customer can do when they open a proposal:
Require a signature before approval
Let the customer choose which parts of the proposal to buy
Both are off by default. You can set them for one proposal or for a proposal template.
Find the settings in the web app
Where | Applies to |
In an estimate, select Generate proposal, then the Send tab, under Configure | That proposal only |
Favorites → Proposals → open a template → Configuration | New proposals created from that template |
Find the settings in the mobile app
Both settings are in the Configure sheet, on the proposal's review screen and in Favorites → edit a proposal template. They appear in this order: Signature, Customer choice rules, Install details, Subtotals.
A template passes its settings to new proposals. After that, the proposal's settings are independent: changing the proposal doesn't change the template, and later template changes don't affect existing proposals.
Require a customer signature
Turn on Require the customer to sign when approving. The customer must sign before they can approve the proposal.
The customer signs in their web browser, from the proposal link you send. The Signature section appears when they check the approval box, and has two options:
Draw: sign with a finger, stylus or mouse. The × button erases the signature so they can try again.
Type: Duranta creates a script-style signature from the name in Your name.
On phones and tablets the section opens on Draw; on a computer it opens on Type.
After approval, the signature is saved with the approved proposal. Open the approved document to see the signature, the signer's name and the date and time it was signed.
Let customers choose what to buy
Turn on Customer can purchase individual services. A checkbox appears beside each Services & Pricing block. The blocks start unselected: the customer selects the ones they want to buy.
The choice is per block, not per service. If a block has five services, the customer accepts or declines all five. To let customers buy services separately, put them in separate Services & Pricing blocks: select + in the proposal, choose Services & Pricing block, then Move a service here.
💡 Customer choice needs more than one Services & Pricing block. With only one block, the proposal stays all-or-nothing.
The approval checkbox reads I approve the selected services instead of I approve this proposal, and the customer can only check it after selecting at least one block. The proposal total doesn't change while they choose. Their selection is recorded when they submit.
Services outside a Services & Pricing block have no checkbox and are always included.
Review the customer's response
Duranta emails you when a customer responds. For a partial approval, the email lists what they chose under Approved services.
If the customer leaves a comment without approving, you also get an email and a push notification in the mobile app.
In the estimate, the Status on the Send tab shows who approved it and when, with their comment.
View proposal activity
Open the proposal's options menu and select View activity. On the web it opens in a window; in the mobile app it opens in a sheet. The history can include Published, Opened by the customer, Approved, Commented and Marked unapproved. The newest entry is first, and each links to the proposal version where it happened. The feed shows how many services were approved, not their names.
On the web, the Estimates list also shows a comments badge in the Status column when a customer has left a note.
See exactly what the customer approved
Open the approved proposal from the version link in View activity or from the approved proposal banner. The Services & Pricing checkboxes appear exactly as the customer submitted them.
Create an invoice or work order from a partial approval
When you create an invoice from a partially approved proposal, only the approved services are added. Declined blocks are left out. On the web, creating a work order works the same way.
After approval, invoices and work orders come from the approved version of the proposal, not the current draft. If you edit the proposal afterwards, those edits don't change what goes to the invoice or work order. To change the approved work, publish a new version and have the customer approve it again.