What the homeowner sees: proposal page and e-sign

Walk through the homeowner's side: the email, the branded proposal page with photos and options, choosing upgrades, and signing on the e-sign page.

Beginner 8 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.

GuideGuide Video scriptScript Test checklistChecklist

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: /agreement/[reportId], /agreement/esign/[reportId] · Guide last checked 2026-10-03

0 of 6 ticked · remembered in this browser

Preconditions

A sent proposal with photos, two options and one upgrade; a phone-sized browser window to show the mobile view.

Steps

1. The emailDo: Open the signing email. Its subject is your template's, by default "<Company> has sent you a quote", with a button "Review and Sign Quote".Expect: Clicking opens /agreement/<id>?token=… without any login.Actual:
2. The proposal pageDo: Scroll: company header with logo, phone, email, website and "Download PDF"; "Prepared for" with name and address; "What we found on your roof" photos (click one for the lightbox; Esc closes, arrows move); "Your quote" or "Choose your option" cards with "Select <name>" and "What's included (n)"; optional upgrades; "Attached documents"; "A note from <company>".Expect: The sticky button reads "Accept & sign" (options) or "Review & sign" (single quote). Footer: "Questions? Call <phone>".Actual:
3. The company is notifiedDo: Switch to the app: open the job.Expect: Activity shows "Homeowner opened the proposal" with the device, the board chip reads "Opened 1× · just now", and the account owner receives an opened notification email.Actual:
4. The e-sign pageDo: As the homeowner, select an option and click "Accept & sign". On the e-sign page review "Select your estimate option", tick upgrades under "Choose from the following optional upgrades", read "My Product Selections", add "Notes", and check the "Summary" (Estimate subtotal, Optional upgrades, Total).Expect: "Download Quote" and "Save & sign" are in the action bar.Actual:
5. SignDo: Click "Save & sign". In "Sign Document" draw a signature, use "Clear Signature" if needed, and click "Save Signature". Then cut to the job page and the inbox of the account owner.Expect: The proposal page now reads "This proposal has been signed." and options are badged "Accepted". The job moves to Signed (status WON); with the default revenue setting the signed total is written into Job value.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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