This article answers common questions about the new, web-based proposal experience available in closed beta. The beta introduces a modern, mobile-friendly proposal page and a new preview-and-send workflow that lets you control what customers see before you send.
In this article:
Client Web Proposals Beta FAQ
What is the Client Web Proposals beta?
The beta replaces the print and classic report proposal experiences with a dynamic, web-based page designed to improve the customer experience.
Web Proposals Beta supports both Standard and Service estimates through the same account-wide toggle in Settings > Estimate Settings.
What problems does this solve?
The current PDF-based process is hard to find, limited in customization, and forces you to regenerate PDFs to see what customers will see.
Customers must download PDFs to view details, which adds friction—especially on mobile—contributing to lower estimate approval rates.
A dynamic page removes this friction and allowed us to add additional enhancements like richer media, attachments, optional line items, and sending estimates via text
How do I access the beta experience?
If you are an admin in your company, you will see a toggle in Settings > Estimate Settings that will allow you to turn the feature on. You must click “Save Changes” after you turn the toggle on in Estimate Settings for this to activate.
Once enabled, you’ll see a new Preview and Send button in the upper-right corner of the estimate page (available across estimate tabs).
Clicking Preview and Send opens a dedicated preview page that mirrors exactly what your customer will see.
How do I go back to the original Classic or Print reports proposal?
If the new experience isn't a great fit for you yet, a company admin can return you to the original reports experience by going to Settings > Estimate Settings, then turning the toggle for new experience off. You must click “Save Changes” after you turn the toggle on in Estimate Settings for this to activate. Once the Web Proposals Beta is disabled, the "Preview & Send" option will be replaced by "Customer Proposal" and "Service Proposal" under the Print Reports section.
What can I do on the Preview and send page?
From the Preview and send page, you can:
Navigate back to your estimate or proceed to send.
Customize the visibility of what your customers will see on the proposal
Download or print a PDF of the proposal
Send the proposal directly to your client.
What do customers see?
Customers receive a clean, mobile-responsive proposal page that reflects the visibility settings you chose (no internal toolbar is shown to customers).
They’ll see:
Title, company, and customer information; header and footer notes (per your settings).
An Estimated work section for each work area, including title, total price, client notes, and any visible line items with quantities, units, and pricing. Long notes truncate with “see more/see less” controls.
A Project summary with work area subtotals, overall subtotal, taxes, and total price.
Any files or attachments you've added.
You can also still send the customer a PDF by attaching the PDF when sending the email to the customer.
Once the customer has accepted and signed the proposal via the web proposals page, they'll receive an email hard copy of the PDF, including their signature.
Can customers approve or request changes?
Yes. Customers can approve, decline, or request changes directly from the web proposal page. If they accept, they can sign to complete approval.
Is the customer portal supported?
Yes.
Can I customize what my customer sees on the proposal, similar to the print reports proposal?
You can control what the customer sees by pressing the Customize button on the Preview and Send page.
Check out the information for standard and service proposals to see what exactly can be customized for each proposal.
Can I still work with PDFs?
Yes. You can view the PDF by pressing the print button on the preview page, or download it directly to your computer by pressing the download button.
How do I add photos and files for my client to see in the Portal?
Open the estimate and select Workareas + Pricing for Standard estimates or Services + Pricing for Service estimates. Under each Work Area or Service, use Client Estimate Files > Upload Files.
What’s not included yet (planned future iterations)?
Expanded display settings and formatting based on beta feedback
A redesigned PDF export experience- The Web Proposals Beta is planned to become the default proposal format in the future, replacing legacy print report proposals.
Known Limitations & Notes for Beta
The standalone Comments section is not available in Web Proposals. Customers should select Request Changes instead. Their notes appear in estimate History. This is intentional.
The beta changes how an estimate is presented and sent; it does not change the underlying estimate content.
Service estimates are supported under the same beta toggle as Standard estimates.
Tips for a Great Proposal
Use header and footer notes to provide context, scope, or next steps; long notes are managed with “see more/see less” controls for readability.
If you prefer not to expose line-item detail or pricing, use the display toggles to tailor the customer view.
For multi-work-area estimates, rely on the Project summary to clearly present subtotals, taxes, and the total price.
Feedback & Support
Your feedback during beta is crucial. We’re particularly interested in:
Which display settings you rely on most, and which you’d like added.
Any friction in the preview-and-send flow.
Customer reactions to the web-based proposal and mobile experience.
Please share issues, suggestions, or questions with your product contact so we can iterate quickly during the beta phase.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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