What the homeowner sees: proposal page and e-sign

Before you record

• A sent proposal with photos, two options and one upgrade; a phone-sized browser window to show the mobile view.
• Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

Narration, in order

1. 0. Intro: What the homeowner sees: proposal page and e-sign

   0:00 · 20s

   Title card, then the first screen of the lesson.

   Let us sit in the homeowner's chair and see exactly what they experience, from the email to the signature.

2. 1. The email

   0:20 · 43s

   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".

   Here is what lands in the homeowner's inbox. One button.

   Show before cutting: Clicking opens /agreement/<id>?token=… without any login.

3. 2. The proposal page

   1:03 · 43s

   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>".

   This is your proposal as a web page: photos of their roof, the options side by side, your note. Everything is readable on a phone.

   Show before cutting: The sticky button reads "Accept & sign" (options) or "Review & sign" (single quote). Footer: "Questions? Call <phone>".

4. 3. The company is notified

   1:46 · 43s

   Switch to the app: open the job.

   The moment they open it, you know: the job logs the open and the device, and the board chip updates.

   Show before cutting: 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.

5. 4. The e-sign page

   2:29 · 43s

   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).

   On the signing page they confirm the option, tick any upgrades, which update the total live, and can leave a note.

   Show before cutting: "Download Quote" and "Save & sign" are in the action bar.

6. 5. Sign

   3:12 · 43s

   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.

   Draw, save, done. Back in the app the job is Signed, the value is set, and the account owner is copied on the signed confirmation.

   Show before cutting: 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.

7. 6. Recap & next lesson

   3:55 · 15s

   Hold on the finished result, then the end card.

   That is the homeowner's side. Next: proposals that need two or three signatures.