Skip to content
Construction CompanySoftware
Start free
Money

Estimates, proposals and e-signatures

Price a job from your cost catalog, send a proposal the client signs online, and turn it into a budget.

Estimate

Build sections and line items from your cost catalog (Settings → cost codes and items) or type them in. Markup and tax roll up automatically. Duplicate a past estimate to start faster.

Proposal and signature

  1. Create a proposal from the estimate and choose which details the client sees.
  2. Send it — the client gets a link, reviews and signs on their phone.
  3. You're notified when it's viewed and signed. The signed PDF is stored with the job.

After it's signed

Convert the lead to a project. The estimate becomes the budget and the schedule of values for progress invoices.

Still stuck? Search the help center or check the service status.