Share Estimates
The Share tab is where you set up the proposal your client sees, check it, and send it. The steps below follow the Share tab from top to bottom. Changes save on their own a moment after you stop typing.
Here are the steps to follow:
Open the Share tab
Open the estimate and click the Share tab. The form is on the left, and a preview of the proposal is on the right.
Set up the cover
Type a Document Title for the cover. If you leave it blank, the cover says Estimate Proposal.
Under Photo Of Property, click Click To Upload Image to add a photo of the home, up to 2 MB. Without one, the cover shows a stock photo of a house. Click the photo or the colored side panel on the preview to adjust them.
Describe the project
Type the Project Description and Project Goals. Each prints right after the cover, only when it has text. You can use bold, italics and lists.
Explain the allowances
The Allowances table lists the lines you ticked Allowance, one row per cost group. Type a short line about them in Allowance Details. It prints above the table. You can use bold, italics and lists.
If you leave it blank, the standard line prints: "Below are the allowances for design selection items that we have accounted for in the project estimate:"
Add Inclusions, Exclusions, Terms And Conditions and Next Steps
Each prints after the Allowances, in this order, only when it has text.
Choose the Pricing
Pricing sets how the Scope of Work table looks to your client. The choices depend on the project's contract type. See the table below.
On Cost Plus, your client sees a Mark-up row under the table. If you set a Mark-up Label in Settings, that row shows your word instead of Mark-up. See Set Up Markup Costs.
Fixed Cost choices
Result: Lump Sum
Result: Section Pricing
Cost Plus choices
Result: Cost Item Total
Result: Cost Item Breakdown
Choose how allowances show
On Fixed Cost projects, pick how the Allowances table shows each amount. With Mark-up (the default) shows it with your markup. Without Mark-up shows the cost only.
On Cost Plus projects there is no choice: allowances always show the cost, before markup. Allowance lines still count in all the totals.
Fixed Cost choices
Result: With Mark-up
Result: Without Mark-up
Attach PDF files
Click Add Attachment to add PDF files, such as drawings. They are added at the end of the proposal. Only PDF files can be attached.
Check it with Client Preview
Click Client Preview to open the proposal the way your client sees it.
Share it
Share By Email sends your client a link they can sign at the bottom. It fills in the client's email from the project, the subject "Proposal from [your company name]" and a message. You can change all three. Sending releases and locks the estimate.
Download saves a PDF you can attach to your own email. Copy Url copies the link. It is greyed out while the estimate is a Draft.
Pricing choices
| Choice | What your client sees |
|---|---|
| Lump Sum
(Fixed Cost, the default) |
Your line descriptions with no prices, then Sub-Total, Tax and Total. When there is no tax, only Total shows. Markup is never shown on Fixed Cost. |
| Section Pricing
(Fixed Cost) |
A % Total and $ Total for each cost group, with markup included. |
| Cost Item Total
(Cost Plus, the default) |
A % Total and $ Total for each line, at cost before markup. Then Sub-Total, Mark-up, Tax and Total. |
| Cost Item Breakdown
(Cost Plus) |
The same as Cost Item Total, plus Labor, Materials and Trade columns. |
What your client sees
The proposal shows these parts in this order. Parts you leave empty are left out.
| Part | What it shows |
|---|---|
| Cover | Your logo, the photo, the Document Title, the client's name, the address and the date. |
| Project Description and Project Goals | Your text from the Share tab. |
| Scope Of Work | The table set by your Pricing choice, then the totals. |
| Allowances | Your Allowance Details, then the allowance table. Only when a line is an allowance. |
| Inclusions, Exclusions, Terms and Conditions, Next Steps | Your text from the Share tab. |
| Customer Signature | Where your client signs. |
| Attached PDFs | Added at the end. |
Draft links only open for your team
While the estimate is a Draft, its link opens only for people signed in to your company. Share By Email releases the estimate as it sends, so your client's link works.
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