Overview

You can email your proposal directly to your customer from Clear Estimates. Proposals are electronically signable in Clear Estimates - meaning your customer can sign / accept your bid directly from the proposal itself. 

From your Projects page, click Send to Customer > Submit Proposal. Once submitted, your customer receives an email with a link to your live proposal. From there they can review it and sign it electronically.

Before sending your proposal, you'll want to review your boilerplate (legal language) and other settings.  

Learn more here:

 ▶️ Boilerplate Information

 ▶️ Edit your proposal 

How To

1. Open the project you want to send 
2. From your Projects page, click Send to Customer, then click Submit Proposal.

This opens the Review & Submit Proposal screen.

Here you can: 

1. Confirm your customer's email address in the Send to field.
2. Add any additional recipients in the Cc field.
3. Write a personal message in Add a note. Your note appears in the email your client receives.
4. Click +Attach Files to include any additional documents or files. 
5. Turn on Attach a read-only PDF copy to include a PDF of the proposal with the email.
6. Click Send Proposal.

Tip: Want to see exactly what your customer will receive? Click Send a test email to myself before sending.

What Your Customer Receives

Your customer receives an email from Clear Estimates on behalf of your company. It includes your note, any attachments, and a Review & Sign button that opens the live proposal.

From there, your customer can review and electronically sign the proposal. Learn more about the signing process here: Send E-Sign Proposals

Share a Link Yourself

Prefer to send the proposal through your own email, text message, or another channel? Use Share a link yourself instead of emailing through Clear Estimates.

1. On the Review & Submit Proposal screen, scroll to Share a link yourself.
2. Click Get shareable link.
3. Copy the link and send it to your customer directly.

Note: Generating a link sets the estimate's status to Pending Signature. Any edits to your estimate while the proposal is live will automatically update the live proposal. 

Editing a Live Proposal

Once you send a proposal or generate a shareable link, the proposal is live. If you make changes to the estimate after that, the proposal updates automatically. Your customer will always see the most current version when they open the link.

For more details, click How do I edit my proposal? at the bottom of the Review & Submit Proposal screen.

Preview or Download Your Proposal

At the bottom of the Review & Submit Proposal screen, you can also:

• Click Preview to see the proposal as your customer will see it.
• Click Download PDF to save a copy of the proposal to your computer.

Check Delivery Status

Some email providers block automated emails. To confirm your proposal was delivered, click the bell in the top right of Clear Estimates. (For more details, click Send to Customer, then Activity History). 

If your email wasn't delivered, you can use Get shareable link to send the proposal yourself. You can also click Download PDF and attach the file to an email from your own account.

To learn more, read How To View Status of Sent Proposals / Invoices.

To see more details on the e-signature process, view the help article. 

If you have any questions, please contact us here!