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.

Beginner 7 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: /edit/report/[reportId], /projects/[projectId] · Guide last checked 2026-10-03

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Preconditions

Your email is verified
Every signer has a name and email
A complete draft proposal with a signer you control.

Steps

1. Open the previewDo: In the editor click "Review and Share" (or on the job page click "View report").Expect: The Document Preview shows the full PDF with buttons "Send for Signing" and "Manual Sign" ("Sign now" also appears from the job page).Actual:
2. Clear warningsDo: 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").Expect: No warnings, or you have consciously chosen Continue Anyway.Actual:
3. Send for SigningDo: 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".Expect: The button reads "Agreement Sent". The dialog explains that the primary signer gets the first email and the rest follow in order.Actual:
4. Confirm the stateDo: Go back to the job page and the board.Expect: 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".Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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