How Do I Create Proposals on Android?

Proposals are more detailed Estimates that enable you to add rich text content and images to your Estimates, making it easy to showcase the value you bring to prospective clients. Proposals also give you the benefits of Estimates, which allow you to send an outline of your Items or Services to your Client for approval before beginning the work, giving you the best of both worlds.
Proposals are available on the Plus and Premium plans only.

Create Proposals

Making a new Proposal is similar to making a new Estimate, with rich text content and image options added. Use these steps below to make one on Android:
If you want to enable e-Signatures and upload attachments to your Proposal, you can use the web browser and the steps here instead.
  1. Once logged into your account, tap on More at the bottom
  2. Then tap on Estimates
    Estimate button.
  3. Next, tap on the + symbol (top right corner)
  4. Tap on the Proposal option
  5. Create your Proposal as usual with a Client, Proposal date, description, line entries, etc
  6. Tap on Add a Section to add additional sections above or below the Pricing section that are rich text formatting capable, and choose between a Blank Section, Overview, Scope of Work or Timeline)
  7. When you're done, tap on Save at the top right corner
  8. Feel free to tap on the Paper Plane symbol (in top right corner) to send the Proposal by email, or you can hit the Arrow symbol (top left corner) to return to the Estimates page. Your created Proposal will be saved as a draft.
    Symbols representing proposal options.
In the Estimates section, you can also check the status of your Proposals to see whether your Clients have viewed or accepted a Proposal yet:
List of proposals and their statuses.

Accept a Proposal

When you send a Proposal to your Client, they receive an email with a link to the Proposal and a button to Accept it with a single click. This allows the Client to confirm your quote so you can start invoicing them.
To Accept a Proposal yourself, you can use the below steps:
  1. Tap on the Estimates icon at the bottom
  2. Tap on the Proposal you want to mark as Accepted
  3. Tap on the ... symbol at the top
    Options for proposal.
  4. Select Accept and the Proposal will now be marked as Accepted.
    Accept button.

Convert Proposals Into Invoices

Once the Proposal has been reviewed by your Client, converting it into an Invoice is easy:
  1. Tap on the Estimates icon at the bottom
  2. Tap on the Proposal you want to convert into an Invoice
  3. Tap on the ... symbol at the top
    Options for proposal.
  4. Select Convert to Invoice and resume with editing the Invoice as needed.
    Convert to invoice button.

Manage Proposals

In the Estimates section, you can see your list of Estimates / Proposals. To sort them, tap on the up and down arrows to sort in ascending or descending order, or tap on the Sorted By bar above the list of Proposals / Estimates and select either:
  • Client
  • Estimate / Proposal Number
  • Status
  • Amount
  • Estimate / Proposal Date
  • Last Updated
Tap on any Proposal to access additional options: 
  • Send Proposal - Tap on the paper plane icon to send the Proposal by email
  • Edit - Tap on the pencil icon to edit the Proposal
  • More (...)
    • Accept - Mark the Proposal as Accepted
    • Convert to Invoice - Convert the Proposal into an Invoice
    • Delete - Move this Proposal to the Deleted section
    • Share as PDF - Send the Proposal as a PDF through any app on your phone
    • Duplicate - Copy your existing Proposal into a brand new Proposal
  • Comments & History - Tap on the chat bubbles icon view the history of the Proposal, including comments, and to send a comment of your own to the Client
    Banner at top of proposal to reveal comments and events.