You can also watch a quick tutorial here: https://youtu.be/dekaqdv38yI
Preview the Proposal and Quote
After saving, go back to the Scope tab and scroll down.
You may click on the Preview As Client button found on the bottom right of the screen to make sure everything looks good before sending to your customer:
However, When you’re ready to send the estimate, click Preview & Send Quote. If this is your first time creating a project, you’ll need to fill out your company’s information and upload your logo…
You will be redirected to another page that shows how your client will see your proposal, which includes the scope, milestones, and a contract template generated by EANO
You can scroll down and review all the details.
If you scroll down to the bottom, you can click on Expand the Contract Details to see the Contract Template provided by EANO. If you have your own contract terms, you can upload them by selecting “Edit Contract”
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, 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.
Step 6: Sending Proposal to Your Client
Once everything looks good, you may click the Send Quote to Client button shown below:
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.
Homeowner’s Dashboard:
The homeowner can view the scope and payment terms directly from the link provided. When they’re ready, they simply click “Review Contract” and e-sign.
When they’re ready, they simply click “Review Contract” and e-sign.
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, invoices, and review collection.
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.