Proposals & contracts

Create and send

• Create a proposal Start a proposal from a customer or lead, choose a base product, and review the products added automatically.
• Edit a proposal in the proposal builder Change products, quantities, custom line items, and price adjustments before saving a proposal.
• Review a proposal before sending Check product choices, quantities, expiry dates, and pricing before sending a proposal.
• Send a proposal Preview and email a saved proposal, including portal access and personal video options.
• Send several proposal options Email several saved proposals together so a customer can compare them.
• Add a personal video to a proposal Include a Loom, YouTube or Vimeo welcome video for clients viewing a portal proposal.
• Create a contract from a proposal Start a contract from a saved proposal and convert a lead when required.

Templates and settings

• Manage proposal templates Save reusable proposal content, replace templates, and choose the default template.
• Configure proposal display settings Choose which base product details, labels and prices appear in proposals, PDFs and the client portal.
• Configure custom pool pricing Enable custom pools and set measurement-based cost and sell rates.
• Create a custom pool proposal Quote a one-off pool using a pricing setup and project-specific measurements.

Pricing and totals

• Understand proposal sections and totals Understand how base products, sections, categories, and product rows form a proposal.
• Check proposal price recalculation Check which product prices update when you change a proposal’s base product.
• Review and export proposal costs Export a proposal cost breakdown and check which rows contribute to totals.

Fix a problem

• Resolve proposal editing questions Find answers about drafts, custom items, price visibility, and sent proposals.
• Troubleshoot proposal pricing and saving Resolve missing prices, unavailable products, sending problems, and save errors.

Create and send

• Create a contract Choose a contract template, review prefilled information, and create a contract from a saved proposal.
• Send a contract for signature Send a contract and follow the customer’s review and signature process.

After it’s signed

• Find contracts and resolve contract problems Find existing contracts, create variations, and check common limits.
• Contract variations Create, send, and manage changes to a customer contract

Set up

• Contract templates Create reusable contracts with multiple templates, questions, automatic prefilling, and proposal-based scope.
• Use the earlier contract template editor Edit reusable wording when Templates → Contract shows expandable sections instead of a template list.
• Contract document types Split proposal products into separate contract documents, set business details, and collect signatures
• Contract payment options Set up reusable payment instructions for customer contracts

• Pipeline Track accepted proposals and contracts through your sales pipeline