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Generating and Sharing a Customer Proposal in the Estimator

Learn how proposals are generated from estimates, reviewed in the Proposals tab, emailed to a recipient, and downloaded as PDF files.

Article Introduction

A proposal can only be generated after an estimate has been created for the customer.

The latest proposal reflects the latest estimate. To review an existing proposal, open the customer job and select the Proposals tab from the Estimator’s left panel.

Generate a Customer Proposal

To generate a proposal from an estimate:

  • Open the Proposals tab.
  • Click on the row to Open the proposal. 
To select a specific proposal, choose the one that matches the Estimate's name

Estimate matching name 1 HSKB

Estimate matching name 2 HSKB

Email the Proposal

To email the proposal:

  1. Select Email Proposal.
  2. Review or update the recipient’s Email address.
  3. Enter or edit the Message for the recipient.
  4. Select Save to complete the email process.

Email proposal-1