Quick start: from new job to signed proposal in 20 minutes

Preconditions

• Branding is set up
• Your email is verified
• You have a second email address to play the homeowner
• Branding complete and the presenter email verified.
• A second inbox open in another browser profile to play the homeowner.
• No existing jobs for the demo homeowner so the board move is visible.

Steps

• 1. Create the jobDo: Click "New job" in the sidebar. Fill in Client First Name, Client Last Name, Email (your second address), Phone, Address Line 1, City, State / Province and Zip / Postal Code. Leave Project Name blank. Click "Create job".Expect: Toast "Job created". The job page opens with the customer name as the title and the job named "<Last name> – <Address line 1>".Actual:
• 2. Create the proposalDo: On the job page, in the Proposals tab, click "Create proposal".Expect: A proposal named "Roofing proposal – <address>" appears and the editor opens with the pages Cover, Introduction, Quote Details, Terms & Conditions, Warranty, Inspection and Authorization in the left "Pages" list.Actual:
• 3. Add a lump-sum quote itemDo: Click the "Quote Details" page. In the first quote tab click "Add New Item", type a name such as "Complete roof replacement", quantity 1 and your price, then press Enter to commit the field.Expect: The item appears in the section and the Total, Grand Total and quote tab total update.Actual:
• 4. Check the signerDo: Click the "Authorization" page and scroll to Signers. Signer 1 (Primary) is prefilled with the customer's name and email.Expect: Name and Email are filled; both are required to send.Actual:
• 5. Review and sendDo: Click "Review and Share" in the toolbar. In the Document Preview click "Send for Signing". In the Send Email dialog check the signer line, keep or edit the email body, and click "Send Agreement".Expect: The button changes to "Agreement Sent". Back on the job page the card reads "Sent <date> · 0/1 signed", and on the board the job sits in Quote sent.Actual:
• 6. Open it as the homeownerDo: Open the email in your second inbox and click "Review and Sign Quote". Read the proposal page, cut back to the job page to show the open logged, then click "Review & sign" (or select an option and "Accept & sign").Expect: The e-sign page shows "Select your estimate option", "Summary" and a "Save & sign" button. On the job page the activity shows "Homeowner opened the proposal".Actual:
• 7. Sign and watch the boardDo: Click "Save & sign", draw a signature in the Sign Document dialog and click "Save Signature". Return to the board, then cut briefly to the inbox of the account owner.Expect: The page reads "This proposal has been signed." The job is in Signed, the card shows "Signed" and Job value equals the signed total.Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

• "No Default Layout Found" appeared when I clicked Create proposal.What should happen or be shown: Normally the app picks or creates a default for you. You see this only if all your layouts are private and none is default (or the workspace is read-only): click "Go to Settings" and click "MAKE DEFAULT" on a layout.