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Turn an estimate into a branded proposal from a template, share it as a PDF or send it for signature, and let the client accept it.

[Draft]

Draft: this article is still being written. The outline below is accurate to how Konverge works today, but the step-by-step detail is not finished. For help with this now, email support.

Who can do it
Owners, admins and managers set up proposal templates. People who can send estimates start proposals.
Where
Phone and web. Proposal templates are set up on the web.
Status
Draft
On this page
  1. 01What this article will cover
  2. 02In the meantime

This article is still being written. Here is what it will cover, so you know what Konverge does today.

What this article will cover

  • Proposal templates (Settings → Proposal templates on the web).
  • Start a proposal from an estimate.
  • Sharing the proposal PDF, or sending it for signature.
  • How the client accepts: by e-signature, or in the client portal under Quote to review.
  • What acceptance does to the estimate.

In the meantime

Open an estimate and choose Start a proposal.

If you need a hand now, email support@getkonverge.com and we’ll walk you through it.

Read next

Support

Still stuck?

Email us and say which company and project, what you expected and what happened. A screenshot helps. We reply by the next business day, UK time. Never send us a sign-in code.