Skip to main content
All CollectionsProposals & Invoices
Customer View of Proposal
Customer View of Proposal

See below for instructions on viewing the Proposal as a customer.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

​


​

1. Look for the deal you would like to check

Look for the deal you would like to check

2. Click on the Proposal #

Click on the Proposal #

3. You will see your items and optional items added to your list

You will see your items and optional items added to your list

4. Click on View Portal

Click on View Portal


5. You will see how your proposal looks in full view.

Just below your logo, you can see your information, your client's information, and the information about the job, including address & Proposal #.

You will see how your proposal looks in full view.

6. You will see the items with their respective description and price.

You will see the items with their respective description and price.

7. Also, any optional item with the option to be added

Also, the optional item with the option to be add it or not

8. Below the Items will be the Total Price

If the optional item is not included the price would be without the cost of it. Also, if you asked for a deposit, it will be calculated automatically.

Below the Optional Items will be the Total Price

9. If a Payment Schedule was set, it will show up below the Total.

You can see the 1st Payment Details, and the Final Payment

10. Just below will be your Terms and Conditions

Just below will be your Terms and Conditions

11. The left side of the Proposal will include links to important information that the customer can access.

On the left side of your proposal, below your social media information, will be that information available to your clients

14. Your client can then sign at the bottom.

Your client can sign here once is all set

15. They can click on Submit Signature once ready

Click on Submit Signature Blue Bottom

16. The payment types you accept for the Deposit will then generate

If you accept Offline Payment, this orange button will show up, and if you have Stripe set up, a blue bottom will show next to that one, with the Card and/or ACH payments option

17. The customer will then be given instructions on how to pay the deposit and the Deal will move forward to the Jobs Pipeline.

Did this answer your question?