What are web proposals?
Web proposals replace the PDF-only proposal experience with a dynamic, web-based page designed to improve the customer experience and allow for a more interactive sales experience
How does it work? How is it different from Print or Classic reports?
Instead of sending your customers only a static PDF, your customers will now see an interactive page for a more dynamic sales experience. With web proposals, you'll have access to:
Photos on the estimate. Add important attachments right alongside your proposed work, so customers see the full picture in one place.
Optional items built in. Customers can pick add-ons and upgrades themselves, so you're not fielding "what if I also wanted…" calls.
Approval from anywhere. Customers can approve from their phone or computer, even from a text message link. That means fewer follow-ups and faster signatures for you.
Looking for the PDF version of a proposal?
No problem! You can still preview and download the PDF, or attach it to the email you send your customer. Simply press the print button on the preview page, or download it directly to your computer by pressing the download button. To adjust visibility settings (e.g., hide line item prices) before printing, click the gear icon in the preview window.
To attach it to the email, make sure this toggle is enabled when you send it to a customer.
How do I turn web proposals on?
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.
Note: We'll be fully retiring Print Reports in favor of web proposals by the end of the year, so now's a great time to get comfortable with the new format. As you use it, we'd love to hear your feedback — use the "Share Feedback" button in the app, or reach out to our Support team (or Fin, our AI chatbot) anytime.
Learn more
Looking for more information on how web proposals or any of the new features work? Check out the following information: