Proposals & contracts

1. 1Open an approved estimate and choose Generate proposal.
2. 2Review the branded proposal — your logo, scope, and pricing are pulled in automatically.

You control exactly what the customer sees — your internal costs and margin are never shown, and you can change the detail level even after sending (the customer's live link updates):

1. 1Lump sum — a single total price.
2. 2Category subtotals — grouped totals (labor, materials, and so on).
3. 3Line items — an itemized breakdown of your quoted price.

1. 1Send the proposal to generate a secure link.
2. 2The customer opens it in their browser — no account or password required.
3. 3The moment they first open it, Owners and Operations get an email — the best time to call. (Your own previews never trigger it.)
4. 4Watch the status move from Sent → Viewed → Accepted or Declined, so you always know where it stands.

A clean, branded proposal with your scope and price, an Accept button to approve it on the spot, and a downloadable PDF for their records.

One click from the customer sets off the whole chain:

1. 1The deal moves itself to Won on your pipeline.
2. 2Owners and Operations get an instant 'Proposal accepted' email.
3. 3The exact document they accepted is snapshotted as a PDF and filed to the project — it appears in the customer's portal with their records.

Two automations chase for you: a proposal that's been quiet for 5+ days automatically creates a follow-up task for whoever owns the deal, and customers with an open proposal get a reminder email 3 days before it expires (you can turn that off in settings). Nothing goes cold in an inbox.

An accepted proposal becomes a contract that moves Draft → Sent → Signed. It carries a payment schedule you can tailor per job.

1. 1Set your default schedule in Settings → Delivery (the starting point is Deposit 30%, Materials delivered 30%, Framing complete 25%, Final walkthrough 15%).
2. 2Adjust the milestones and percentages on any individual contract.
3. 3Set default warranty language there too, so it's on every contract automatically.