Send Your Estimate as a Proposal

How to Send a Proposal

1. Open your estimate from the Estimates page
2. Click the Send button in the top right
3. Complete the send dialog and click Send Proposal

Proposal Options (Display Settings)

Before sending, you can control what the client sees on the proposal. These options help you present the right level of detail for each client.

Detail Level

Choose how much breakdown the client sees:

• Project Total Only – Just the final price, no itemisation
• Group Totals – Shows section totals (e.g., "Framing: $2,500")
• Full Item Detail – Shows every line item with descriptions

Additional Display Options

You can toggle these on or off:

• Show Scope of Work – Include the detailed scope description
• Show Quantities – Display quantity column (e.g., "15 m²")
• Show Rates – Display unit rates (e.g., "$85/m²")
• Show Item Prices – Display the price for each line item
• Show Group Totals – Display subtotals for each section

Tip: Hiding quantities and rates can be useful when you don't want clients to see your unit pricing. They'll see the total for each item or group instead.

Site Addresses

You can add or modify site addresses directly on the proposal screen. Site addresses can be different or additional to the client's main address — useful when you're doing work at multiple sites for the same client.

1. In the proposal view, look for the Site Address section
2. Click to add a new site address or edit the existing one
3. Each proposal can have its own site address, so the correct location appears on the document your client receives

Tip: If you work across multiple sites for a single client, add the relevant site address to each proposal so your client always knows which location the quote relates to.

Email Settings

Recipient

Enter the client's email address. The proposal will be sent directly to them.

Additional Recipients

You can add extra recipients to receive the proposal email. This is useful when multiple people need to see the proposal — for example, a project manager and a site supervisor, or a husband and wife.

1. After entering the primary recipient, click Add Recipient
2. Enter the additional email address
3. Repeat for as many recipients as needed

All recipients receive the same proposal email and can view, accept, or respond.

Subject Line

A subject line is automatically generated based on the estimate title, but you can customise it.

Message

Add a personal message to accompany the proposal. This appears in the email body above the proposal link.

Example message:

"Hi Sarah, please find attached our proposal for the deck project we discussed. Let me know if you have any questions. Cheers, Matt"

Reply-To Email

Set which email address replies go to. This defaults to your business email from settings.

Schedule for Later (Optional)

Need to send the proposal at a specific time? Use the scheduling option:

1. Toggle on Schedule for later
2. Select the date and time
3. The proposal will be sent automatically at that time

This is useful for sending proposals during business hours or giving yourself time for a final review.

What Happens When You Send

1. The client receives an email with your message and a link to view the proposal
2. They can view the proposal online – it looks professional and is easy to read on any device
3. The client can download a PDF copy
4. They can accept, decline, or request changes directly from the proposal

Viewing Sent Proposals

After sending, you can track the status from your estimate detail page. You'll see:

• When the proposal was sent
• Whether the client has viewed it
• Any actions they've taken (accepted, declined, requested changes)

Adding Images to Your Proposal

You can include an image section in your proposal to show clients photos of the work area, products, or reference images. See Adding Images to Proposals for full details.

What's Next?

Learn how to Track Your Proposal and manage client responses.