Snap Proposals
Build branded proposals with a cover page, executive summary, scope of work with images, terms, and dual signatures for larger projects.
At a Glance
- Snap Proposals are branded proposals with a cover page, executive summary, scope of work with images, terms, and dual signatures
- Start one from Snap Proposals in the Money menu or a customer's Quick Actions
- Creating and editing proposals is a paid feature; any plan can view and share existing ones
Snap Proposals are branded proposals for the jobs where a one-page estimate is not enough: a cover page with your branding, an executive summary, a detailed scope of work with images, terms and conditions, and signature blocks for both of you.
To access: open the Menu, then Snap Proposals under Money. On your phone, tap More, then Snap Proposals. On a customer's page, use the New Snap Proposal quick action.
Starting a Proposal
- Tap New Snap Proposal
- Choose Browse Templates to start from an industry template, or start blank
- Pick the customer
- Work through the Content, Pricing, and Details tabs
What Goes In
Content Tab
| Section | What to write |
|---|---|
| Cover Page | Proposal title (for example "Project Proposal for the Johnson Residence") and a subtitle such as "Prepared by Daniels Plumbing" |
| Executive Summary | A short overview of the project, your approach, and the outcome |
| Scope of Work | The detailed work, plus Project Images you upload. Use line breaks to organize it into clear sections |
| Terms & Conditions | Payment terms, warranty, exclusions, schedule |
Pricing Tab
Line items work exactly as they do on an estimate. You can group items into sections, mark items as optional add-ons, and offer Good-Better-Best pricing tiers. See Creating Professional Estimates.
Details Tab
Issue date, valid-until date, customer notes, and internal notes.
Signatures
The Contractor Signature block lets you sign the proposal before sending it, with your name and title. Your signature appears on the PDF and in the customer's view.
When the customer approves, their Customer Signature is added beneath yours.
Sending and Approval
Send the proposal by email or share its link, the same as an estimate. The customer opens a page headed PROPOSAL with your summary and scope above the pricing and terms below.
To approve, the customer taps Approve Proposal, enters their name, and draws a signature. A signature is required for proposals. They can also Decline Proposal.
Once approved, convert the proposal to an invoice from its page.
Plan Availability
Creating, editing, and duplicating Snap Proposals is a paid feature. On a plan without it, the Snap Proposals list shows which plan to upgrade to, and you can still view, share, and export the proposals you already have. Compare plans on the pricing page.
Previous: Change Orders Next: Getting Paid Online
What Happens Next
- 1Sign the proposal yourself, then send it to the customer
- 2The customer reviews it online and approves with a drawn signature
- 3Approved proposals convert to an invoice like any estimate
Common Questions
- How is a Snap Proposal different from an estimate?
- A proposal wraps the same line items in a cover page, executive summary, scope of work with images, and terms. Use it for larger projects where presentation matters. Estimates are quicker for everyday quotes.
- Do I have to sign before the customer?
- Your contractor signature is optional but recommended. It appears on the PDF and the customer's view. The customer must draw a signature to approve.
- What number does a proposal get?
- Proposals share your estimate number sequence and use a P prefix, for example P00042.
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