Skip to main content

Creating a Proposal

Learn how to build and send a Proposal to a customer from a Project, and get notified when its status changes.

Proposals is a document builder inside CompanyCam Payments. 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

Only Admin, Manager, and Standard roles can create Proposals. Any role can duplicate one.

There are two ways to start. Pick whichever fits how you work, then build the Proposal below.

From a Project: Open the Project > click Sales > click + Create Proposal.

From the Proposals menu: Open Proposals in the left-hand navigation, click + Create Proposal, choose a Project, then click Create.

Build the Proposal

  1. Add a title. Click the address field to edit the customer's contact info, then click Done.

  2. Describe the work under Scope & timeline. Type your own notes, or use the AI Assistant to draft a scope from the Project's details and your past Proposals.

  3. Add line items one at a time (name, quantity, price, and an optional description), or click Add from Price Book to pull in saved items. Click the trash can icon to remove an item.

  4. Review the subtotal and add a tax rate if you need one.

  5. Decide whether to require a Deposit and which payment options to accept. If you take card payments, choose whether to pass the processing fee to the customer.

  6. Add any Add-ons in any order: Photos from the Project, supporting Files, Terms and conditions (edit or remove the default text), and E-signature. To require a signature, turn on Sign and collect e-signature from client, check the electronic signature agreement box, and enter your name.

  7. Click Preview to review the Proposal, then share it with your customer.

Note: 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.

Duplicate a Proposal

Any role can duplicate a Proposal, 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

Only Admin, Manager, and Standard roles can create Proposals. Any role can duplicate one.

  1. Open the Project > tap Sales > tap Create Proposal.

  2. Use the AI Assistant: type or speak your notes, then add Files or Pages from the Project as context (handy when you have a measurement file or a walkthrough note). Files with restricted access only appear for Users who already have access. To build manually, tap outside the AI Assistant to dismiss it.

  3. Under Basic details, tap in to edit the auto-filled title, then tap Save.

  4. Tap the box under Customer, enter the contact info, then tap Save.

  5. Tap Add scope of work, describe the job, then tap Save.

  6. Add line items: tap + Add Item to add one manually (name, quantity, unit cost, and unit type, then Save Item), or + Pricebook to pull one in. To hide pricing from the customer, toggle off Hide line item prices from customer.

  7. Decide whether to require a Deposit and which payment options to accept. If you take card payments, choose whether to pass the processing fee to the customer.

  8. Add any Add-ons in any order: Photos (tap + Add photos), Files (tap + Add files), Terms and conditions, and E-signature. To require a signature, turn on Sign and collect e-signature from client, check the agreement box, and type your full name.

  9. Tap View to preview, then tap the Share icon in the top-right corner to send it.

Note: You'll get a notification when a Proposal's status changes, including accepted or declined. Notifications work on both mobile and web.

FAQs

Can I create a Proposal without setting up Payments first?

You can't create a Proposal without Payments active on your account. See Requesting Payments to get started.

Can Restricted roles create Proposals?

Restricted roles can't create Proposals. Only Admins, Managers, and Standard Users can. Any role can duplicate an existing Proposal.

Who gets notified when a Proposal is accepted or declined?

When a Proposal is accepted or declined, an in-app notification goes to Admins, Managers, and whoever created the Proposal.

Can I add photos from my phone's camera roll to a Proposal?

You can't add photos to a Proposal directly from your camera roll. Proposals only pull Photos from within the Project, so add the Photos to the Project first, then select them for the Proposal.

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 isn't approvable until a deposit amount is entered.

Can I duplicate a Proposal regardless of its status?

You can duplicate a Proposal in any status, including Draft, Sent, and Approved. Duplicating is available on the web only.

Are CompanyCam Payments available outside the United States?

CompanyCam Payments are only available in the United States. If your business is based outside the US, you won't be able to use Payments.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

Related Articles
Did this answer your question?