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Generating a Customer Proposal 

Learn how to generate, review, and send a customer proposal from an estimate in One Click Contractor, including managing cover photos and regenerating proposals after changes.

Article Introduction

In One Click Contractor, a Customer Proposal is generated directly from an existing estimate. The proposal pulls together pricing, descriptions, options, photos, discounts, payment terms, and product brochures into a single professional document for the customer.

Proposals always reflect the current state of the estimate. If changes are made to the estimate after a proposal is created, the proposal must be regenerated to ensure accuracy.

How to Generate a Customer Proposal from an Estimate

  1. Open the customer file.

  2. Select the Estimates tab.

  3. Click on the generate proposal icon to download the estimate to your device. 

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Sending the Customer Proposal by Email

From the Customer Proposal view, click Show


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Click Email Customer Proposal.

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Confirm the customer email address (auto-filled from the customer file).}

  • Add additional recipients if needed (comma-separated)

  • Enter an optional message

Click Send.

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The customer will receive an email with a download link to the proposal PDF.

Other Ways to Generate a Proposal

  • From the Estimates tab:
    Use the proposal icon next to an estimate to generate a PDF and save it locally.

  • From the Customer Proposal tab:
    Select an estimate and click Show to view or regenerate the proposal.

Updating a Proposal After Changes

If the proposal does not reflect what you want:

  1. Return to the Estimates tab.

  2. Make the necessary changes.

  3. Save the estimate.

  4. Regenerate the customer proposal.