Proposal

Proposals – Your Gateway to Streamlined Project Offers

• The Proposals section helps you create, manage, and track project proposals all in one place. 
• From drafting to sending, everything you need to present clear, professional proposals is organized and accessible—no more lost drafts or scattered emails.

What You Can Do Here

• Create and manage proposals directly from the portal
• Track proposal status—drafted, sent, or approved
• Access and review all proposals anytime

Accessing Proposals

1. Log in to the customer portal.
2. From the left-side menu in the top navigation bar, click Proposals.
3. The full list of your proposals will appear, ready to view or manage.

Pro Tip: Treat the Proposals section as your project’s showcase—the more precise and updated your proposals, the faster approvals and smoother project progress.

Proposal Status – Stay in the Know

Keeping track of proposals has never been easier. Every proposal’s current status is clearly displayed, so you always know where things stand without digging through emails or documents.

What You Can Do Here

• View the current status of each proposal at a glance.
• Identify which proposals are pending, approved, or need attention.
• Stay updated on your project’s progress in real time.

Preview Proposals – Take a Closer Look

• Need to review a proposal before making decisions? 
• The preview option gives you a full, detailed view without extra steps or downloads.

What You Can Do Here

1. Click the Preview icon to see all proposal details clearly.
2. Check sections, amounts, and notes before taking any action.
3. Ensure everything is accurate before approval or feedback.

Download & Comment – Take Action with Ease

Once you’re previewing a proposal, the portal makes it simple to act. Save a copy, share feedback, or both; everything happens right where you are.

What You Can Do Here

• Click the Download icon to save the proposal to your device.
• Use the Comments icon to provide feedback directly within the portal.
• Keep all notes and responses organized in one place.

Pro tip: Download important proposals for reference and use the comment feature to streamline communication—no more back-and-forth emails.

Sign Proposals – Complete with Confidence

Finalizing a proposal is seamless. The portal lets you sign electronically, so approvals happen faster without printing or scanning.

What You Can Do Here

• Click the Sign and Preview button to start the signing process.
• Upload your signature or draw it directly within the portal.
• Click Sign Proposal to complete and submit your approval.

Pro tip: Take a moment to review the proposal before signing—digital signatures are fast, but accuracy matters.

Accept Proposals – Seal the Deal

Confirming a proposal has never been simpler. With a single click, you finalize agreements and keep projects moving without delays.

What You Can Do Here

• Click the Accept Proposal button to finalize your agreement.
• Ensure all details are correct before confirming.
• Track accepted proposals directly in the portal.

Expand Proposals – See Every Detail

Sometimes the small print matters. The Expand option lets you view every detail of a proposal, ensuring nothing is overlooked.

What You Can Do Here

• Click the Expand button to see all relevant proposal information.
• Review every section, note, and attachment for accuracy.
• Make informed decisions with full visibility of the proposal.

Pro tip: Always check expanded details before signing or accepting—complete visibility prevents surprises later.

Manage Proposals with Ease

With these steps, handling proposals becomes straightforward and stress-free. From reviewing and commenting to signing and accepting, every action is designed for smooth collaboration and faster decision-making.

Pro tip: Consistency is key—manage proposals through the portal to keep everything organized and ensure nothing slips through the cracks.