Overview
Submit is the last proposal step. Choose what goes in the PDF, manage recipients, preview the customer package, send the estimate, or download a PDF. There is no Continue button on this step.
Where in the app: Open an estimate → Submit (proposal step bar)
Open: Estimates
Include in the PDF
Toggle which sections to include, for example:
- Drawing
- Cover Letter
- Material List
- Terms & Conditions
- Fence Specifications
- Shop Drawings
Preview the customer-facing estimate before you send.
Recipients and send
- Open Recipients or Manage Recipients
- Add at least one recipient (required to send)
- Click Send Estimate (or Send to More for additional sends)
- Use View Submissions to review what was sent
Save keeps a draft without sending. Download PDF exports the package locally.
Contractor signature
When Contractor Signature Required is enabled for the estimate, complete the signature before send. The app blocks send until the signature requirement is met.
After you send
Customers can review and respond through the portal or email flow. When they accept, you can convert to a job. More on delivery: Send to customer. Step overview: Proposal steps.