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Send Proposals

Email a single proposal with its PDF and acceptance link, or batch-email many proposals at once.

Once a proposal is priced, you send it to the client by email. The email carries the proposal PDF and the acceptance link where the client can review, sign, and pay a deposit. You can send one proposal from its job page, or batch-email many from the Jobs list.

Send one proposal

  1. Open the job and go to its Documents tab.
  2. Click Generate Proposal. BranchSite renders the proposal PDF from your document template.
  3. Use Preview to check it. If you've edited the estimate since generating, click Re-render to refresh the draft.
  4. Click Send Proposal. The proposal is marked sent, and the Send Email dialog opens with the proposal attachment pre-checked.
  5. Pick an email Template, confirm the recipients in Send To (the client's primary contact is the default), adjust the Subject, and click Send. Use Test send to me first if you want to see the email in your own inbox.

Note: If you close the email dialog without sending, the proposal still counts as sent — the job shows a Sent — not emailed chip until an email actually carries it. Use the Message → Email action on the job to send it later.

Track it from the job

After sending, the job page shows a status chip next to the proposal actions: Sent flips to Viewed once the client opens their link. You'll also see:

  • Copy acceptance link — copy the client's acceptance URL to share it yourself (text it, paste it into your own email, and so on).
  • Open customer view — open the acceptance page directly, which is handy for in-person acceptance on a tablet at the kitchen table.

Batch-email proposals

To send many proposals in one pass:

  1. On the Jobs page, open the Proposals tab and filter to the rows you want.
  2. Select the jobs with the row checkboxes (or select all matching the filter).
  3. Click Message and choose Send Email.
  4. In the Send Bulk Email dialog, pick a proposal email template and check the Proposal attachment. Each recipient gets an email rendered with their own job's data, addressed to their row's primary contact.
  5. Click Send. The emails are queued — track delivery in the Email Report.

If SMS is enabled for your account, the same Message menu offers Send Text Message for a text follow-up instead.

Sending for proposal groups

Groups send from the group hub's Customer proposal panel — one email, one link, one signature for the whole bundle. See Proposal groups.

Re-sending and revisions

You can re-generate and re-send a proposal after editing the estimate. A newly sent version supersedes the old link — a client who opens an outdated link is told a newer version is available.