Proposals and signing

A draft job has a Proposal view: the same estimate, laid out as a document with your company details, ready to print or send.

What the client sees

You control how much detail leaves the building. Display options let you show or hide line items, quantities, unit prices and fee percentages, so the client can see a full itemized scope or a single number per category.

You can also collapse individual categories. Everything inside a collapsed category rolls up to its total, which is useful when one part of the job is priced in detail and another is a lump sum you would rather not break apart.

Set the defaults once in Settings and they apply to every job. Override them per job when a particular client needs something different.

Sending it for signature

Choose Send for signature and enter the client's name and email. They get a link to a page with the proposal and a signature block. No account, no password.

Signing is a typed name, an email that has to match the one you sent to, and a checkbox. The signature is recorded with the time, the signer's name and email, and the network address it came from.

When a proposal is signed, the job promotes itself from draft to active and you get an email. Any other outstanding signature requests for that job are revoked automatically, so there is never a second live copy of a proposal in the wild.

Links expire

A signature link is good for 30 days. You can revoke one at any time, or resend it if it went to the wrong address. If an email bounces, the request shows it, so a proposal that never arrived does not look the same as one the client is ignoring.

Change orders

Once a job is active, changes to the contract go through the Change Orders tab rather than by editing the estimate. A change order carries its own number, description and amount, and applies its own adjustments to categories when you approve it. That is what keeps the original contract legible next to what the job actually became.