How to Create and Send a Proposal in Estiggle

You need two things: your company details, which appear on every proposal, and at least one client. How to set up your Estiggle workspace covers both. Saved services are optional, but they save time: a service is copied into the proposal, where you can still edit it.

1. 1

   Open a new proposal for the client

   From the client’s page choose New proposal, or open Proposals and start a new one. The client’s name, phone, email and address appear at the top of the editor, and Change client lets you switch before you save.

   

2. 2

   Add categories and items

   Choose Add category and pick one, such as Preparation or Main work, then choose Add item. Select one or more saved services and add them, or choose Write my own item to type a description. When prices show detail, each item also takes a quantity, a unit and a unit price.

   

3. 3

   Choose how prices appear

   Next to Prices show, choose Change. You can show just the total, a total per category, a price on each row, quantity and price on each row, or quantity, unit, unit price and total. An example on the right shows what the client will see.

   

4. 4

   Set the title, dates and terms

   On the Title and dates tab, give the proposal a title the client will recognize and set the proposal date and a Valid until date. The Terms & notes tab holds the text that goes with it.

5. 5

   Save and check the live preview

   Choose Save. The proposal gets a number such as PRO-2026-0001, and the preview on the right updates as you edit, so you can read the document the way your client will.

   

6. 6

   Email it to the client

   Choose Email to client. The dialog fills in the client’s email, a subject and a short message. Nothing is attached: the email carries a button to the client’s own proposal page. You can also copy the client link from Actions, then Manage client link, and send it yourself.

   

7. 7

   See what the client sees

   The client opens their page and reads the proposal: the work, the prices you chose to show, the total and the date it is valid through. The page also shows a Sign this proposal form.

   

8. 8

   The client signs

   The client confirms their name, adds a signature by typing it, drawing it or uploading a photo, ticks the acceptance box and chooses Sign and accept proposal. No account and nothing to download.

   

9. 9

   Move on when it is signed

   The proposal now shows Signed online, with a Signed PDF and a Create invoice button. If a client agrees outside Estiggle, use Actions, then Mark as approved instead.

   

• Editing after approval. If you change a proposal that is already approved, Estiggle asks whether to keep the approval or remove it, so a signed document is not changed by accident.
• Photos. You can add photos to an item to show the starting condition of the work, up to four per item.
• Templates. Actions, then Change template, changes the wording and look of the proposal without losing your work and prices.
• Notifications. In Settings, Notifications, you choose how your business is told when a client opens or accepts a document.
• Declined proposals. A proposal marked declined can no longer be edited.

The software handles the paperwork. What wins the job is what the proposal says. The proposal checklist lists what to include, and estimate vs. proposal vs. quote helps you decide what to send. When the client signs, invoice the job in Estiggle.