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Proposals, e-sign and change orders
Build a proposal from your estimate, send it, get it signed, and handle change orders the same way.
- You · the contractor
- Client / owner · on their link, no account
Process flow
- 1You
Start a proposal
From an import, awarded bids, or blank.
- 2You
Choose what the client sees
Lump sum, by division, or full lines.
- 3You
Send it
A private link and a PDF.
- 4Client / owner
Client reviews and asks
Picks options, asks questions.
- 5Client / owner
Client signs
Consent, details, review, signature.
- 6You
Signed PDF to both
With an audit trail. Then change orders.
Build the proposal
- In the project, click “Proposals” › “New proposal”. Start “From an estimate import”, “From awarded bids”, or “Blank”, then “Create draft”.
- Fill in the client and “Valid through” date, and pick the “Detail the client sees”.
- Edit the cover letter, scope, pricing sections (with optional and alternate lines), markup and tax, exclusions and terms. It saves as you go.
- Use the “Preview”, “Print view” or “PDF” to check it.
Send it
- Click “Send”, check the client's name and email, add up to five people to copy and an optional message, then “Send proposal”.
- The proposal page shows views, questions (reply from there) and every event.
- Need to fix something? Use “New version”. To replace the link, use “Resend”; to stop it, “Turn off link”.
When the client signs
- You both get the signed PDF by email, with a signature page and an audit trail.
- The proposal shows “Accepted and signed” with the signer, time, total and a link to the “Signed PDF”.
- Use “Verify a PDF” to check that a file someone sends you matches what was signed. The check runs in your browser and nothing is uploaded.
Change orders
- On an accepted proposal, open “Change orders” › “New change order”.
- Use “Change” or “Remove” on contract lines, or “Add a line”. The change and the “New contract value” update as you go.
- Click “Send change order”. The client signs it the same way as the proposal.