Ability to present proposal to client | Feature Requests

Ability to present proposal to client

Ramiro Gonzalez

Would like the ability to be able to present a proposal to a client directly from a tablet or phone directly in the app to close a customer quickly. Have the ability to approve the estimate directly from the presentation and do a signature pop up.

January 7, 2026

Talisa Rafferty

Ramiro, when you are with the client, go to your estimate. Hit actions, preview. This will give you the estimate that you can review with them in person. You can also hit actions sign to have them sign while you are in front of them.