Create a proposal from a job

Create a proposal with the default layout or pick another, understand the default name and prefilled signer, duplicate a proposal and delete one.

Beginner 5 minSales rep / estimator, Owner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId] · Guide last checked 2026-10-03

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Preconditions

A job with no proposals and a workspace with two layouts.

Steps

1. Create with the default layoutDo: On the job page, Proposals tab, click "Create proposal".Expect: A proposal named "Roofing proposal – <address>" is created (with " (2)" if one exists) and the editor opens. The primary signer is prefilled with the customer.Actual:
2. Create from another layoutDo: Click "or start from another layout". In "Create a new report from a layout" pick a layout (the default is marked "Default Layout").Expect: The editor opens with that layout's pages.Actual:
3. DuplicateDo: On a proposal card open the ⋯ menu and click "Duplicate".Expect: A copy named "Copy of <name>" appears as a fresh draft.Actual:
4. DeleteDo: Open ⋯ and click "Delete". Confirm "Confirm Delete Quote".Expect: The proposal is removed from the job.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

Proposals explained: reports, layouts, templates and pages

The vocabulary and the moving parts: how a proposal is made of pages, how layouts and templates differ, and what the homeowner actually receives.

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The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

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Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

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