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.
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.
Sending happens from the Document Preview, reached by "Review and Share" in the editor or "View report" on the job page. The preview shows the full PDF and any warnings that must be cleared, then offers "Send for Signing". The email goes to the primary signer; later signers are emailed only after the previous one signs.
By the end you can
- Open the preview and read its warnings
- Send the signing email
- Verify the job state afterwards
Before you start
- Your email is verified
- Every signer has a name and email
Screens used
/edit/report/[reportId]/projects/[projectId]
Step by step
Open the preview
/edit/report/[reportId]In the editor click "Review and Share" (or on the job page click "View report").
You should see: The Document Preview shows the full PDF with buttons "Send for Signing" and "Manual Sign" ("Sign now" also appears from the job page).
Clear warnings
/edit/report/[reportId]Read any warning: "Project measurements changed…" (blocks sharing until you refresh the quote lines) or a missing-measurement warning (sending shows "Missing Measurement Items" with "Go Back" / "Continue Anyway").
You should see: No warnings, or you have consciously chosen Continue Anyway.
Send for Signing
/edit/report/[reportId]Click "Send for Signing". In the "Send Email" dialog check "Send email to signers:", choose a template or write the body in "Write your email body here or select from templates", and click "Send Agreement".
You should see: The button reads "Agreement Sent". The dialog explains that the primary signer gets the first email and the rest follow in order.
"Email Verification Required" means your own address is unverified: Profile → Send verification email.
Confirm the state
/projects/[projectId]Go back to the job page and the board.
You should see: The card reads "Sent <date> · 0/1 signed · Next: <name>", the board shows the job in Quote sent with a "Sent just now" chip, and Activity logs "Proposal sent".
Tips
- Share links are valid for 14 days. Re-send if the homeowner sits on it longer.
- Starter counts 30 sent proposals a month; you will see "You've reached your monthly sent proposal limit…" at the cap.
Related lessons
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.
Getting startedBeginner20 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
Track opens, edit after sending and republish
Read the open tracking on cards and activity, understand that the homeowner sees a frozen version, edit a sent proposal, and republish so they see the change.
Sending & e-signaturesIntermediate6 min
Email Settings: the emails the app sends on your behalf
Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.
Settings & integrationsIntermediate6 min
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