Proposals & contracts

The job pressure

Proposals and contracts sit outside the job — approvals never rejoin money.

Homebuilder and Commercial sales paths

On the job

Proposals and contracts should not sit outside the job. EstiLumina drafts from templates or job scope, sends for portal typed e-sign, and creates a contract on the same job when the owner approves.

Status stays visible: draft, sent, approved. From the signed contract you continue into invoices and pay applications without rebuilding the number in another file.

Homebuilder and commercial sales paths share that spine so PM and billing see the same approval the owner typed.

How it works

1. 1

   Draft a proposal from templates or job scope.

2. 2

   Send for approval via client portal typed e-sign.

3. 3

   When approved, create a contract on the same job.

4. 4

   Continue Job Run into invoices and pay applications.

What you get

• Proposal drafts with org templates
• Portal typed e-sign for client approval
• Contract creation from approved proposals
• Status pulse: draft · sent · approved
• Handoff into invoicing and pay applications

Why teams subscribe

• Client approval lands on the same job as scope
• Approved proposals create contracts without retyping
• Billing continues from the signed contract path

Honest boundaries

• Not a licensed e-sign product you must buy separately for typed portal approvals.
• Not a claim that every regional contract form ships prebuilt.