How do I send an Estimate Proposal to a client?

Once you've created an Estimate Proposal, you can select one of four options to distribute the Estimate Proposal to your client. Estimate Proposals can be quickly emailed to a client via the "Share" option, which will send the client an email containing the file. The client can click on the link in the email to download a pdf of the proposal to their device. You can also use the "Share" option to upload the proposal to a supported cloud storage platform––Google Drive, OneDrive, box, or Dropbox.

The "Save" option allows you to directly save the proposal to Files in ConstructionOnline. If your company's global ClientLink™ permissions have been set up to allow clients to view files AND the proposal file has been shared with the client, the client will be able to view the proposal from the Project Portal. The "Download" option allows you to download a pdf of the proposal to your device, which can then be sent externally to the client. To easily print a physical copy of the proposal, select the "Print" option to print directly from your browser.

Click here for more frequently asked questions (FAQs) regarding Estimating.