Customer View of Proposal | DripJobs Help Center

1. Look for the deal you would like to check

2. Click on the Proposal #

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

4. 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 #.

6. 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

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