Send a Proposal for Signature
Build a proposal backed by your job photos, send a link, and get it signed, with a record that stands up afterwards.
Build a proposal backed by your job photos, send a link, and get it signed, with a record that stands up afterwards.
Open the project and choose Proposals. Add sections, then lines under each one with a quantity and a unit price. Mark anything the customer can decline as optional: optional lines are quoted but left out of the headline total.
Choose the customer document language before saving. It starts with your company's Capture customer-language setting. A proposal created from a report keeps that report's language so the evidence, proposal, signing page, reminders, receipt, and executed agreement do not contradict one another.
Owners, admins, and managers can maintain reusable customer-facing terms under Capture → Templates → Terms. Selecting one copies its current content into the Proposal and records the exact template version. You can edit that copied text for the Proposal; later company-template edits or archiving never rewrite a draft already using it.
Four choices, and they change the document rather than just the styling:
| Mode | Shows |
|---|---|
| Itemised | Every line with its price. |
| Total only | The scope, and one number at the bottom. |
| Ranges | A price band. For scoping before the detail is settled. |
| No prices | Scope only. |
Choose how to deliver it:
For email or SMS, you can add a short message and turn on automatic reminders after three days, seven days, or both. Reminders stop as soon as the customer opens, signs, declines, or reaches the proposal's valid-until date. Resend always creates a fresh secure link; the raw link is never kept in the database.
The customer opens it, reads the proposal, and signs. They do not need an account. When a proposal was delivered only by SMS, the signer also confirms the last four digits of that mobile number.
The public proposal uses your saved company name, logo, and accent colour. JobsiteOn branding is used if a saved logo is unavailable or a branding value cannot be verified safely.
More than a signature:
That last part matters. Because every record commits to its predecessor, removing or altering one afterwards breaks the chain and is detectable. The executed PDF prints the verification result on its audit page.
In practice: if someone later claims they signed something different, the fingerprint of what they saw settles it.
By default a proposal needs your signature too. Your customer automatically receives a signed receipt from the moment they sign, so nothing is left hanging while you get to it. JobsiteOn reminds the proposal owner after three and seven days and escalates an unsigned countersignature to workspace owners and admins after 48 hours.
Once you countersign, JobsiteOn creates the immutable executed PDF and automatically sends the completed agreement to the recorded signer addresses.
You cannot edit a sent proposal. Create an amendment instead: a new version that points back at the one it replaces.
The original keeps its status and its signatures. A customer who signed version one signed version one, and rewriting it underneath them is not something the product will do. That includes its language: create an amendment when the customer needs a different language after sending.
The link says it has expired. Signing links last 90 days, or until the proposal's own valid-until date if you set one. The customer can choose Request updated proposal on that page. JobsiteOn privately notifies the proposal creator (or a workspace owner if the creator is unavailable) without showing an office email or address. Create an amendment and send a fresh link.
They say the total is wrong. Check whether optional lines are being counted. They are excluded from the total by design, and quoted separately.
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