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.
Rough runtime
3:43
Scenes
6
Lesson
7.1 · Sending & e-signatures
File name
07-01 send-for-signature.mp4
Before you record
- A complete draft proposal with a signer you control.
- 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: Your email is verified; Every signer has a name and email.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Review and send a proposal for signature | /edit/report/[reportId] | Title card, then the first screen of the lesson. | The proposal is built. Let us send it for signature and see what the app does for us. |
| 1 | 0:2047s | Open the preview | /edit/report/[reportId] | In the editor click "Review and Share" (or on the job page click "View report"). | Review and Share opens the finished document exactly as the homeowner will get it. |
| 2 | 1:0747s | 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"). | If the app warns about measurements, fix them first; the price might be wrong. |
| 3 | 1:5447s | 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". | Send for Signing, pick your email template or write a note, Send Agreement. The homeowner gets a branded email with a Review and Sign button. |
| 4 | 2:4147s | Confirm the state | /projects/[projectId] | Go back to the job page and the board. | Back on the job: sent, waiting on the homeowner, and the board moved it to Quote sent by itself. |
| 5 | 3:2815s | Recap & next lesson | /projects/[projectId] | Hold on the finished result, then the end card. | Sent. Next we switch seats and look at exactly what the homeowner sees. |
Narration, in order
0. Intro: Review and send a proposal for signature
0:00 · 20sTitle card, then the first screen of the lesson.
The proposal is built. Let us send it for signature and see what the app does for us.
1. Open the preview
0:20 · 47sIn the editor click "Review and Share" (or on the job page click "View report").
Review and Share opens the finished document exactly as the homeowner will get it.
Show before cutting: The Document Preview shows the full PDF with buttons "Send for Signing" and "Manual Sign" ("Sign now" also appears from the job page).
2. Clear warnings
1:07 · 47sRead 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").
If the app warns about measurements, fix them first; the price might be wrong.
Show before cutting: No warnings, or you have consciously chosen Continue Anyway.
3. Send for Signing
1:54 · 47sClick "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".
Send for Signing, pick your email template or write a note, Send Agreement. The homeowner gets a branded email with a Review and Sign button.
Show before cutting: The button reads "Agreement Sent". The dialog explains that the primary signer gets the first email and the rest follow in order.
4. Confirm the state
2:41 · 47sGo back to the job page and the board.
Back on the job: sent, waiting on the homeowner, and the board moved it to Quote sent by itself.
Show before cutting: 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".
5. Recap & next lesson
3:28 · 15sHold on the finished result, then the end card.
Sent. Next we switch seats and look at exactly what the homeowner sees.
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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