Before you start
Plan Requirements:
This feature is currently in a closed Beta. Access to this beta, pricing, and plan availability are subject to change.
This feature is available on select plans. If you’re interested in access, our team is available to help walk you through your options.
Permission Roles:
To create a Proposal, you need to have the Standard, Admin, or Manager role. If you don't have one of those roles, ask an Admin on your company's account for permission; here's what they'll need.
Platform Availability:
Creating a Proposal is available on both the web and mobile apps.
Please Note
In order to access this feature, you must have the Payments feature set up within your account. If you haven't onboarded into Payments, here's how.
Payment processing is only available in the United States. If your business is based outside of the US, you will not be able to use CompanyCam Payments.
On the web
Open a Project and select the Payments Tab.
Click on the + Create Proposal Button on the right side.
Enter the scope of work and timeline details in the text box under the Scope & Timeline section.
Enter the Contact Info of the person you're creating the Proposal for, then scroll down.
If you'd like to add photos to your Proposal, click on the + Button and select the photos you'd like to include.
After you've added your photos, Scroll Down to continue.
Now it's time to add your Line Item(s). You can choose to add a Line Item manually by entering a Name, Quantity, Price, and a Description, then clicking Save.
You can also add Line Items from your Price Book. Click Add from Price Book.
Select the Price Book item you'd like to add, enter the quantity, and click Add Item.
You can delete any Line Item by clicking the Trash Can Icon to the right of the item.
After you've added all your Line Items, you'll see a Subtotal for the Proposal within the Deposit section. You can add a tax rate and decide if you'd like to include a Deposit for the Proposal. Note: For a Proposal to be approved, you must enter a deposit amount. The deposit amount cannot be $0.
Next, if you have any Project Files you'd like to add to your Proposal, click the + Add Files button to include PDF File(s) from your Project.
The Terms and Conditions section allows you to enter any terms, conditions, or additional details you'd like your customer to review before approving the Proposal.
Once done, you can preview your Proposal and share it.
In the app
Open a Project and tap the Payments Section.
At the bottom of the page, tap the Create Proposal Button.
Swipe Left to begin the Proposal creation process.
Enter the Contact Info of the person you're creating the Proposal for, then Swipe Left.
If you'd like to add photos to your Proposal, tap the + Button and select the photos you'd like to include.
After you've added your photos, Swipe Left to continue.
Next, you'll describe the work you're planning. You can tap the Text Box or tap the Microphone Icon to add this information.
After you've added your Scope & Timeline information, Swipe Left.
Now it's time to add your Line Item(s). Tap the + Icon at the bottom right of the screen.
From here, you'll give each Line Item a Name, Quantity, Price, and an optional Description, then tap Save Item.
To add a Line Item from your Price Book, tap Price Book.
Then, select the Item(s) from the Price Book that you want to use and tap Add Item.
After you've added all your Line Items, Swipe Left.
Within the Deposit page, you'll see a Subtotal for the Proposal. You can add a tax rate and decide if you'd like to include a Deposit for the Proposal. Note: For a Proposal to be approved, you must enter a deposit amount. The deposit amount cannot be $0.
After you've entered your Deposit details, Swipe Left.
If you have files in the Project’s Files tab that you'd like to include, tap the + Button and select the file(s).
After adding your files, Swipe Left.
Enter any terms, conditions, or additional details you'd like your customer to review before approving the Proposal.
Once everything is filled out, tap View Proposal to share with your customer.
