Quick start: from new job to signed proposal in 20 minutes
The whole happy path in one sitting: create a job, create a proposal from the default layout, price one option, send it for signature and watch it come back signed.
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.
Rough runtime
9:34
Scenes
9
Lesson
1.8 · Getting started
File name
01-08 quick-start-first-proposal.mp4
Before you record
- 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.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: Branding is set up; Your email is verified; You have a second email address to play the homeowner.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Quick start: from new job to signed proposal in 20 minutes | /board | Title card, then the first screen of the lesson. | In this video we do the whole thing once: create a job, build a one-line proposal, send it, open it as the homeowner and sign it. Twenty minutes, start to finish. |
| 1 | 0:2077s | Create the job | /board | 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". | We start with the New job button. Homeowner details, address, and create. Notice we left the name blank: the app names the job after the last name and street. |
| 2 | 1:3777s | Create the proposal | /projects/[projectId] | On the job page, in the Proposals tab, click "Create proposal". | One click, Create proposal. The app uses your default layout, and because this is a new workspace it created a Standard proposal layout for us. Here is the editor with the standard pages. |
| 3 | 2:5477s | Add a lump-sum quote item | /edit/report/[reportId] | 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. | On Quote Details we add one line: complete roof replacement, quantity one, and the price. The totals update as we type. For a first proposal a lump sum is all you need. |
| 4 | 4:1177s | Check the signer | /edit/report/[reportId] | Click the "Authorization" page and scroll to Signers. Signer 1 (Primary) is prefilled with the customer's name and email. | The Authorization page is where the homeowner signs. The signer is already filled from the job. |
| 5 | 5:2877s | Review and send | /edit/report/[reportId] | 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". | Review and Share shows the finished PDF. Send for Signing, confirm the email, Send Agreement. The job just moved itself to Quote sent. |
| 6 | 6:4577s | Open it as the homeowner | /agreement/[reportId] | 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"). | This is what your customer gets: a clean web page with your branding, the quote and a big sign button. And back in the app, the job already logged that they opened it. |
| 7 | 8:0277s | Sign and watch the board | /board | 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. | Sign, save, and look at the board: the job is in Signed, the value is filled in, and the account owner got an email. That is the whole loop, and you did it in under twenty minutes. |
| 8 | 9:1915s | Recap & next lesson | /board | Hold on the finished result, then the end card. | You have now seen the entire sales loop. Every screen you touched has its own lesson; pick up with the Jobs module to go deeper. |
Narration, in order
0. Intro: Quick start: from new job to signed proposal in 20 minutes
0:00 · 20sTitle card, then the first screen of the lesson.
In this video we do the whole thing once: create a job, build a one-line proposal, send it, open it as the homeowner and sign it. Twenty minutes, start to finish.
1. Create the job
0:20 · 77sClick "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".
We start with the New job button. Homeowner details, address, and create. Notice we left the name blank: the app names the job after the last name and street.
Show before cutting: Toast "Job created". The job page opens with the customer name as the title and the job named "<Last name> – <Address line 1>".
2. Create the proposal
1:37 · 77sOn the job page, in the Proposals tab, click "Create proposal".
One click, Create proposal. The app uses your default layout, and because this is a new workspace it created a Standard proposal layout for us. Here is the editor with the standard pages.
Show before cutting: 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.
3. Add a lump-sum quote item
2:54 · 77sClick 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.
On Quote Details we add one line: complete roof replacement, quantity one, and the price. The totals update as we type. For a first proposal a lump sum is all you need.
Show before cutting: The item appears in the section and the Total, Grand Total and quote tab total update.
4. Check the signer
4:11 · 77sClick the "Authorization" page and scroll to Signers. Signer 1 (Primary) is prefilled with the customer's name and email.
The Authorization page is where the homeowner signs. The signer is already filled from the job.
Show before cutting: Name and Email are filled; both are required to send.
5. Review and send
5:28 · 77sClick "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".
Review and Share shows the finished PDF. Send for Signing, confirm the email, Send Agreement. The job just moved itself to Quote sent.
Show before cutting: 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.
6. Open it as the homeowner
6:45 · 77sOpen 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").
This is what your customer gets: a clean web page with your branding, the quote and a big sign button. And back in the app, the job already logged that they opened it.
Show before cutting: 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".
7. Sign and watch the board
8:02 · 77sClick "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.
Sign, save, and look at the board: the job is in Signed, the value is filled in, and the account owner got an email. That is the whole loop, and you did it in under twenty minutes.
Show before cutting: The page reads "This proposal has been signed." The job is in Signed, the card shows "Signed" and Job value equals the signed total.
8. Recap & next lesson
9:19 · 15sHold on the finished result, then the end card.
You have now seen the entire sales loop. Every screen you touched has its own lesson; pick up with the Jobs module to go deeper.
Related lessons
Create a job (and its customer)
Fill in the New job dialog correctly, understand the default job name, pick a lead source and see how the customer record is created or matched automatically.
Jobs & customersBeginner6 min
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.
Proposals & quotesBeginner5 min
Quote editor: options, sections and items
Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.
Proposals & quotesBeginner10 min
Review and send a proposal for signature
Open the Document Preview, clear any warnings, send the signing email with a template, and confirm the job moved to Quote sent.
Sending & e-signaturesBeginner7 min
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.
Sending & e-signaturesBeginner8 min
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