Overview
Submit is the last proposal step. Send the package by email, generate a customer portal link, or download PDF depending on your workflow.
Where in the app: Estimate → Submit step (/quotes/{id}/proposal-submit)
Open: Estimates
Before you send
- Complete Proposal steps through Totals and Documents
- Review line items and tax on Totals
- Open Submit
Recipients
The estimate owner (customer selected at create) is the primary recipient. Use Manage Recipients to add others (for example a GC and homeowner). Each recipient can be tracked separately on the estimate detail Submissions tab.
Delivery options
| Method | Notes |
|---|---|
| Sends proposal with configured template | |
| Customer portal | Link for view/sign; see Customer portal |
| Fence estimates typically attach layout PDF; generic estimates may differ |
Portal links also appear on the customer Customer info tab when active.
After send
Track status on estimate detail → Submissions. Follow up from Opportunities or customer Activities as needed.