Customize your estimates and bids to send them to customers for e-sign.

Toggle pages to customize your proposal

Add or remove available proposal pages to customize your proposal. Once pages are turned on, you will be able to customize the content by clicking the "Customize" text.

Available Proposal Pages

Cover Page

About Us

Intro Letter

Samples of Work

Estimate

Customize your estimate on the "Preview" tab

Project Schedule

Payment & Terms

Click "Set As Default for Future Projects" to save your proposal preferences for future projects

Send for Electronic Signature

Select 'Send' to preview your proposal email sections

Email Preview

• Customer Email

• Email Subject

• Email Body

• Call-to-Action Button Text

• Email Signature

Click 'Send Email'

'Mark As Sent' for proposals you send outside of ConGenius.

Once your customer has signed off on the proposal you will be prompted to add your signature electronically.

Need help with proposals? Reach out to our Customer Success team through the chat in-app!