Sending a proposal and getting it signed

A quote becomes a sale the moment the client signs it, and Clavoz has one signature route for
every client: a link. They open it, read the proposal, and sign on their own phone — no printing,
no scan, no "send it back when you get a chance".

There are two ways to deliver that link from the quote builder, both under More Actions:
Send to Client (a proper email) and Share Proposal Link (WhatsApp, a text, or a
copy-and-paste link).

Before you send anything: the quote needs at least one line item, and emailing needs the client
on your client list with an email address. The menu items say so themselves rather than failing
after you press them.

Send to client (email)

More Actions → Send to Client opens the send dialog. It shows exactly what is about to go
out:

• To — the email address on the linked client.
• Subject — "Your proposal for ".
• Personal message (optional) — your own words, added to the branded email. The placeholder
  is a good default shape: "Thanks for the chat today — let me know if you have any questions!"

Choose Send Proposal. The button shows Sending… while the message goes out, and a
failure is reported in plain words in the dialog instead of being swallowed.

Share proposal link (WhatsApp, text or anywhere else)

More Actions → Share Proposal Link opens the share sheet. It leads with the Proposal link
itself, visible and selectable — a link you cannot read is a link you cannot read out over the
phone — plus Copy Link (the button confirms with Copied).

The Message box below is editable, and what is in it is what your client gets. It is seeded
with the standard wording:

Hi , here is your proposal for "". Review, approve, and sign online here:

Change it however you like for that particular client, and Reset to the standard message puts
it back if you clear it out by accident.

Then pick the channel:

• Send via WhatsApp — opens WhatsApp with the message and link ready.
• Send via Text (SMS) — opens the phone's messaging app.
• Send by Email — opens your mail client with the message and the link.
• Preview as the client sees it — opens the public page in a new tab.

Everything you send is recorded on the quote, so the activity log can show that the proposal went
out and by which channel.

What the client sees

The link opens a page branded with your company — your name and logo at the top — carrying the
proposal itself:

• the scope of work, with the client-facing descriptions (not your unit costs);
• Choose your package, when the quote has Good / Better / Best tiers, with the optional
  upgrades they can tick;
• your scope exclusions and warranty wording;
• the totals, and the Payment Schedule with its Released chips if you have one;
• Contract Agreement & Terms of Service in a collapsible panel, sitting above the
  signature box on purpose: acceptance has to bind the scope, the price and the terms together;
• and a financing teaser, if you have one configured, for the homeowner who would rather pay
  monthly.

Nothing on that page is a number the client is not supposed to see. Your cost, your margin and
the carrier's valuation basis are all internal.

Signing

The signing panel is headed Accept Proposal: "Sign below to accept this estimate. By signing
you agree to the quoted scope and payment terms." It asks for three things:

1. Your full name.
2. Email (optional, for the record) — worth having; it goes on the certificate.
3. A signature, by either route: Type to sign (their name, rendered in a handwriting face
   with a live preview) or Draw signature (a pad they sign with a fingertip, with Clear to
   start again).

Then the consent line — a real checkbox, never implied by pressing the button: "I agree that my
typed or drawn signature is legally binding under the ESIGN Act and UETA, and I accept the terms
and pricing outlined in this proposal."

Sign & Accept Proposal submits it. If something is missing the page says exactly what —
"Please enter your full name.", "Please type your full name to sign.", "Please draw your
signature first.", or "Please tick the box confirming your signature is legally binding." — and
the button shows Accepting… while it works.

The certificate, and what gets recorded

Signing is not just a checkbox on your side. The moment it happens, Clavoz records and shows the
client a certificate:

• Signer and Email
• Signed at (UTC)
• Method — Typed name or Drawn signature
• IP address
• Document hash — a digest of the scope and price they agreed to

The client sees that panel right after signing and again if they reopen the link later, and the
same facts print on the signed PDF. It is the answer to "what exactly did I agree to and when" —
for the homeowner, and for you if the question ever comes back months later.

What happens the moment they sign

• The quote flips to Signed and the locked banner appears in your builder — the price is now
  the client's, not yours to edit (see /help/proposals/after-signing).
• The total is fixed at what they actually accepted, including any package or upgrades they ticked
  on the page.
• Clavoz emails you an alert — "Proposal accepted & signed: " with who signed and when —
  and emails the client a confirmation with the signed PDF attached.
• The client's screen offers Download Signed Proposal (PDF), and shows your deposit
  instructions if you have set them.
• Any milestone draws and change orders become available on that quote.

Expired and invalid links

If you set an expiry on the quote's pricing, and it has passed, the client sees a Proposal
Expired page and signing is disabled — they are told to contact you for an updated estimate.
That protects you from being held to an old price.

A link that is mistyped or has been removed shows "This proposal link isn't valid" with an
invitation to ask you for a fresh one, rather than a bare error page.

Where to go next

• What you can still do once it is signed: /help/proposals/after-signing
• Multi-package proposals and how the client chooses: /help/proposals/multi-tier-pricing
• Collecting the deposit and milestone draws: /help/estimates/insurance-payment-schedule