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Overview

Creating proposals in Zuper helps roofing businesses transform inspection findings into actionable service offerings. The Proposal feature enables teams to prepare accurate, professional options directly from inspection jobs, ensuring that customers receive a clear scope of work, pricing, and terms without delays.
Navigation: Create Proposal from a Job: Jobs —>Job —> +(Left Panel) —> New Proposal
Navigation: New Proposal: Accounting —> Quotes —> Proposal
1.     From the Inspection Job Details page, click ”+” and select “New Proposal”. Rpp1 Pn
  1. Select the appropriate template for your proposal and click the “Choose Template” button.
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  1. A new Proposal Creation page will appear. Select either “Customer” or “Organization” to associate with the proposal.  The billing and service contact details are automatically populated based on the selected customer or organization. Fill in the mandatory fields in the Proposal Details section: • Proposal Title • Proposal Date • Expiry Date • Quote Template Click the Save button to save the proposal and proceed with sending it.
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  1. Click the “Send” button to send the proposal.
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  1. A dialog box appears, and click “Send” to send the proposal.
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  1. The proposal was sent successfully.
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  1. The customer receives an email to approve the proposal.
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  1. Select any one of the options to approve the proposal.
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  1. The signature is captured from the customer, and the proposal is accepted.
Rpp12 Pn Rpp13 Pn By using Zuper Proposals, businesses can accelerate the approval process, enhance customer communication, and maintain a transparent workflow from inspection to job execution. This streamlined approach not only improves efficiency but also fosters customer trust and accelerates project conversion.