Proposals is a document builder inside CompanyCam Projects. Use it to lay out your scope of work, break down line items, and collect a deposit before the job starts, all from inside a Project. You'll also get a notification whenever a Proposal's status changes, so you know the moment a customer accepts or declines.
This feature is in Early Access. Plan availability is subject to change.
On the web
Note: Restricted Users can create Proposals, but can only view, download, and duplicate Proposals they created on Projects they're assigned to.
You can start a Proposal 2 ways:
Open the Project, click Sales, then click + Create Proposal.
Click Proposals in the left-hand navigation, click + Create Proposal, choose a Project, then click Create.
Creating a first draft with AI
You don't have to build the Proposal from scratch. In the left panel, describe the job you want to quote and send it to generate a first draft, then edit any section from there. To give the AI more to work with, click the + to pull in Files or Documents from the Project as context.
Note: A prompt is required to start a draft. Adding a File or Document on its own won't generate anything, so type a short description of the job along with it.
Building the Proposal
A Proposal is made up of a few sections:
Basic details: If the Project already has a Customer with contact info, the Title and the Customer's details fill in automatically. If it doesn't, add them here, then click the pencil icon to edit the contact info. The Proposal ID is assigned for you. See Creating and Managing Customers to set up a Customer record.
Scope & Timeline: Describe the work you're quoting, including materials and site conditions.
Line Items: Add what you're charging for one item at a time, with a name, quantity, price, and an optional description. Click Add from Price Book to pull items in instead of typing them out. See Price Book to build one first. A Price Book item's saved markup carries over automatically. Click the trash can icon next to an item to remove it. As you build, the totals tally up in this section: Line Item costs feed the subtotal. Set a Markup percentage on each line item to build your margin in on top, and toggle on Non-taxable for any item that shouldn't be taxed, like labor. Your customer only sees the final numbers.
Deposit and payment options: Choose whether to require a Deposit before work starts, and pick which payment options to accept. If you take card payments, you can decide whether to pass the processing fee to your customer.
Add Ons: Attach extra detail in any order.
Photos from the Project, so your customer can see the site or the work.
Files that support the Proposal, like specs or warranties.
Terms and Conditions with default text that you can edit or remove.
E-signature, so your customer can sign off. To require one, turn on Sign and collect e-signature from client, check the electronic signature agreement box, and enter your name.
Downloading a Proposal as a PDF
Some jobs need a file, not a link. Insurance carriers in particular often won't accept a Proposal link, and some customers just prefer an attachment.
Your customer can download a Proposal as a PDF anytime, before or after they accept it. To get your own copy after they've accepted, open the Proposal and click Download PDF at the bottom of the page.
If they haven't accepted yet, click Send, then click Copy Link. Paste the link into your browser, and once the Proposal opens, click Download PDF at the bottom.
Sharing a Proposal
Click Preview to see the Proposal as your customer will. When it's ready, click Send to email it directly, or click Copy Link to copy a link to your clipboard and paste it wherever you reach your customer.
Clicking Send opens a window with:
To: the recipient's email. This fills in automatically from the Project's Contact Info if it has one; otherwise it's blank. Type or paste an address and hit Enter to add more.
Reply To, Subject, and a message field, all of which you can edit.
Click Send Proposal to send it. A Proposal Sent notification appears in the upper-right corner once it's on its way.
Once you send a Proposal, you'll get a notification when its status changes, including when a customer accepts or declines. Notifications show up on both web and mobile.
Duplicating a Proposal
Note: Duplicating a Proposal is only available on the web app.
A Proposal can be duplicated in any status, including Draft, Sent, and Approved.
Open Proposals in the left-hand navigation, click the three-dot menu next to the Proposal, then click Duplicate.
In the app
Note: Restricted Users can create Proposals, but can only view Proposals they created on Projects they're assigned to.
Open the Project > tap Sales > tap the + Button > tap Proposal.
Creating a first draft with AI
Type or speak a description of the job you want to quote to generate a first draft, then edit any section from there. To give the AI more to work with, add Files or Documents from the Project as context, handy when you've got measurements or a walkthrough note. Files with restricted access only appear for Users who already have access. To build manually instead, tap outside the AI Assistant to dismiss it.
Note: A prompt is required to start a draft. Adding a File or Document on its own won't generate anything, so type a short description of the job along with it.
Building the Proposal
A Proposal is made up of a few sections:
Basic details: If the Project already has a Customer with contact info, the title and contact details fill in automatically. To change the title, tap it, edit, then tap Save.
Customer: Tap to edit, enter the Customer details, then tap Save.
Scope: Tap Add scope of work, describe the job, then tap Save.
Line Items: Add what you're charging for one item at a time. Tap + Add Item to enter one manually with a name, quantity, unit cost, unit type, and a Markup percentage, then tap Save Item. Tap Pricebook to pull in saved pricing instead — a Price Book item's markup carries over automatically. To hide pricing from your customer, turn on Hide line item prices from customer. As you build, totals tally automatically: Line Item costs feed the subtotal. Set a Markup percentage on each line item to build your margin in on top, and toggle on Non-taxable for any item that shouldn't be taxed, like labor. Your customer only sees the final numbers.
Deposit and payment options: Choose whether to require a Deposit before work starts, and pick which payment options to accept. If you take card payments, you can decide whether to pass the processing fee to your customer.
Add ons: Attach extra detail in any order.
Photos from the Project, so your customer can see the site or the work.
Files that support the Proposal, like specs or warranties.
Terms and Conditions with default text that you can edit or remove.
E-signature, so your customer can sign off. To require one, turn on Sign and collect e-signature from client, check the agreement box, and type your full name.
Downloading a Proposal as a PDF
Your customer can download a Proposal as a PDF anytime, before or after they accept it. To get your own copy after they've accepted, open the Proposal, tap View, then tap Download PDF at the bottom.
If they haven't accepted yet, tap the Share Icon, then copy the link. Paste the link into your browser, and once the Proposal opens, tap Download PDF at the bottom.
Note: If you turned on Hide line item prices from customer, the PDF hides them too.
Note: If you turned on Hide line item prices from customer, the PDF hides them too.
Sharing a Proposal
Click View to see the Proposal the way your customer will see it. Once it's ready to share, tap the Share icon in the upper-right corner of the Proposal, then choose how you want to send it from your device's share options.
Note: Sending a Proposal by email from CompanyCam is currently available on the web app only.
Once a Proposal is sent, you'll get a notification when its status changes, including when a customer accepts or declines. Notifications show up on both web and mobile.
FAQs
Can I download a Proposal as a PDF before it's accepted?
Can I download a Proposal as a PDF before it's accepted?
A Proposal can be downloaded as a PDF before it's accepted. Your customer can download it directly from the Proposal you sent them. To download your own copy before they've accepted:
On the web, click Send, then click Copy Link.
In the app, tap the Share icon, then copy the link.
Paste the link into your browser and click (or tap) Download PDF once the Proposal opens.
Can I create a Proposal without connecting Stripe to CompanyCam?
Can I create a Proposal without connecting Stripe to CompanyCam?
Yes, you can create a Proposal without connecting to Stripe, but your Invoices will be limited to offline only. Connecting your CompanyCam account to Stripe is free. See Connecting Stripe to CompanyCam to get started.
Can Restricted roles create Proposals?
Can Restricted roles create Proposals?
Restricted Users can create Proposals, but can only view, download, and duplicate Proposals they created, and only on Projects they created or are assigned to.
Who gets notified when a Proposal is accepted or declined?
Who gets notified when a Proposal is accepted or declined?
Admins, Managers, and the Proposal creator get an in-app notification when a Proposal is accepted or declined.
Can I add photos from my phone's camera roll to a Proposal?
Can I add photos from my phone's camera roll to a Proposal?
Photos can't be added to a Proposal directly from a camera roll. Add the photo to the Project first, then select it for the Proposal.
Does the deposit amount have to be a percentage?
Does the deposit amount have to be a percentage?
The deposit doesn't have to be a percentage. It can be any dollar amount, but it can't be $0. A Proposal can't be approved until you enter a deposit amount.
Can I duplicate a Proposal regardless of its status?
Can I duplicate a Proposal regardless of its status?
A Proposal can be duplicated in any status, including Draft, Sent, and Approved, on the web only. Restricted Users can duplicate a Proposal they created.
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