Proposals & contracts: draft, sign, hand off
Draft a proposal from the job scope, send it for typed e-sign on the client portal, then create the contract on the same job when it is approved. Billing continues from that signed path — no retyping into another file.
1. Draft the proposal
Open Proposals and draft from org templates or the job scope. Merge tokens fill job, client, SOV total, and exclusions so the document matches the estimate you priced.
Open Proposals →2. Send for typed e-sign
Send for approval on the client portal. The client signs with a typed name — included with EstiLumina, no separate e-sign product to buy. Status stays visible: draft, sent, approved.
Send a proposal →3. Create the contract
When the proposal is approved, create a contract on the same job. The approval the owner typed is the one PM and billing see — one record, no copy-paste night.
Approved proposals →4. Continue into billing
From the signed contract, Job Run continues into invoices and pay applications on the same numbers. Approved change orders adjust contract value as the job moves.
Open Invoicing →Questions the guide does not answer? Email support@estilumina.com or browse the Help Center.