Once your Proposal is ready, send it straight from CompanyCam or share a link wherever you reach your customer. You can also download a PDF for jobs that need a file, like insurance claims. You’ll get a notification whenever a Proposal’s status changes.
This feature is available on select plans.
On the web
Note: Restricted Users can only view and download Proposals they created on Projects they’re assigned to.
Sending a Proposal
Click Preview to see the Proposal as your customer will. When it’s ready, you can email it directly or copy a link to paste wherever you reach your customer. If your Proposal has pricing options, your customer picks 1 before they can accept.
Note: If you turned on Sign and collect e-signature from client, you’ll need to sign the Proposal yourself before you can send it.
To send by email:
Click the Send Button.
Check the recipient in To. It fills in from the Project’s Contact Info if there is one. Type or paste an address and press Enter to add more.
Edit Reply To, Subject, and the message if you’d like.
Click Send Proposal.
A Proposal Sent notification appears in the upper-right corner once it’s on its way. To share a link instead, click Send, then click Copy Link.
Once a Proposal is marked Sent, it can’t be moved back to Draft. It stays fully editable until your customer accepts or declines it.
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. If the Proposal has pricing options, the PDF shows every option until your customer accepts. After that, it shows only the option they picked.
After your customer accepts
Open the Proposal and click Download PDF at the bottom of the page.
Before your customer accepts
Click Send, then click Copy Link.
Paste the link into your browser.
Click Download PDF at the top once the Proposal opens.
Getting notified
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.
In the app
Note: Restricted Users can only view Proposals they created on Projects they’re assigned to.
Sharing a Proposal
Tap View to see the Proposal the way your customer will see it. When it’s ready, 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.
Sending a Proposal by email from CompanyCam is only available on the web app.
Downloading a Proposal as a PDF
After your customer accepts
Open the Proposal > tap View > tap Download PDF at the bottom.
Before your customer accepts
Tap the Share Icon, then copy the link. Paste it into your browser and tap Download PDF at the bottom once the Proposal opens.
Note: If you turned on Hide line item prices from customer, the PDF hides them too.
FAQs
Can I download a Proposal before it's accepted?
Can I download a Proposal 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:
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.
Who gets notified of accepted or declined Proposals?
Who gets notified of accepted or declined Proposals?
Admins and Managers, along with the Proposal creator, get an in-app notification when a Proposal is accepted or declined.
Can a Sent Proposal be moved back to Draft?
Can a Sent Proposal be moved back to Draft?
A Sent Proposal can’t be moved back to Draft. It stays editable until your customer accepts or declines it, so you can make changes without un-sending it.
Why is the Send Button greyed out?
Why is the Send Button greyed out?
The Send Button is greyed out when Sign and collect e-signature from client is on and you haven’t signed the Proposal yet. Add your signature in the E-signature section, then the Send Button becomes active.
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