🎥 Watch the full tutorial video here:
Once you’ve finished building your estimate and milestones:
Go to the Scope tab.
Scroll to the bottom right of the screen.
You’ll see two important buttons:
🔍 Preview As Client
Click Preview As Client to instantly see exactly what your client will see — including:
Scope details
Pricing
Project information
A clean, professional layout
✨ New Feature – Custom Brand Color
You can now customize the proposal’s color theme to match your brand.
Adjust the color directly in Preview As Client
Or save a default brand color under Settings for all future quotes
✨ New Client Dashboard View
Clients now enjoy a simplified dashboard that clearly guides them through
Reviewing the proposal
E-signing the contract
Downloading or sharing the proposal
Clients can now download the contract as a PDF or simply share a secure link.
✅ Use this view to double-check your proposal before sending it out. Make sure everything looks polished, on-brand, and client-ready.
📩 Preview & Send Quote
When you’re ready to send the proposal, click Preview & Send Quote at the bottom right of the screen (Scope tab).
This opens the full contract layout for final review, which includes:
Your logo and company information
An optional project description
Complete scope of work
Payment milestones
Attachments (PDFs or images)
Editable contract template
✨ New Features in This View:
✅ Swap Signature Order
Choose who signs first — you or the client — by clicking the arrow icons.
✅ Add Additional Signers
Perfect for client partners, spouses, or company reps who also need to sign.
✅ Editable “Prepared By” Field
This can now be customized for each quote. Make sure all your team members’ Seats, Roles, and Settings are updated to use this feature.
✅ Scope Visibility Controls
Control exactly what your client sees
Toggle off cost types, quantities, or units
Hide item pricing or subgroup-level details
(Note: These changes only affect the client view — your internal data stays intact.)
Print and Download Contract
You also have the option to print your estimate or download it as a PDF to share via email. To do so, simply select “Download Contract as PDF” based on your preference.
The Contract can also be customized by clicking on the Edit Contract button found at the bottom of the screen, after expanding contract details, along with the contract template:
Once you click the button shown above, you may start editing or copying and pasting your own contract
then hit Save or Save As Default if you want to use it for future projects.
NEXT: Sending Proposal to Your Client
Once everything looks good, you may click the blue button on the right side Send Quote to Client
What Your Client Will Receive
Clients will receive an email (sample email shown below) and SMS message containing a link to their Eano client dashboard, where they can review the quote and contract without needing to download anything. (NEW: You can control notifications in Settings section on the left side navigation menu).
Homeowner’s Dashboard:
The homeowner can view the scope and payment terms directly from the link provided. When they’re ready, they simply click “Sign Now” and sign via DocuSign.
Once both parties have signed the contract, it will automatically upload to the Files section. The opportunity then becomes a signed project and moves into the Projects section, where you can manage the next phase, including scheduling, tasks, files, assigned team members, chat, and finances (and more, depending on your workflow!)
Re-Editing an Estimate
If you need to make changes to an estimate after it’s been sent, go to the Scope section, select the project, edit the price, and resend the estimate to ensure the client sees the updated version.
Note: Re-edits should be made before the contract is signed and before work begins. Once the contract is signed, you’ll need to issue a change order to the existing contract to avoid confusion.