Getting Started
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      Preparing a Proposal to Send

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

      Toggle Customizable Sections

      Proposal sections

      Customizable proposal sections allow you to showcase as much detail to customers as you would like. Toggle a section on or off to simplify your proposals.

      • Cover Page
      • About Us
      • Personal Introduction
      • Samples of Work
      • Items and Cost Formatting
      • Allowance Table
      • Project Schedule
      • Payment Schedule & Terms

      Click 'Download PDF' to download the current version of your proposal. This can be sent to customers outside of ConGenius.

      Send for Electronic Signature

      Select 'Send' to preview your proposal email sections

      esign

      Edit Email Sections

      • Customer Email
      • Email Subject
      • Email Body
      • Call-to-Action Button Text
      • Email Signature

      Select 'Send Proposal'

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

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