Design and Send a Client Proposal
Choose a proposal style, set your wording and cover image, then publish or send it — and update it later without changing what a client already received.
Clients & Client ExperienceOwnerAdminEstimatorLast verified September 5, 2026
Availability
- Proposal design — On for most companies. Contact SiteView if the Client Experience tab isn't available.
- Who can use this
- Designing styles and standard wording needs company-settings access (owners and admins). Writing and publishing the proposal on an estimate needs estimate-editing access, which estimators have too. Read-only users cannot change or publish a proposal.
- What the client sees
- A client only ever sees a published proposal: your cover, wording, scope, pricing, selections, and terms. Drafts, costs, markup, margin, vendor pricing, and internal notes are never included.
Before you start
- Your logo and brand colors saved in Settings → Company
- An estimate you are ready to price and send
Pick and design a proposal style
- Open Settings → Client Experience. Each card is a saved look you can reuse; one is your company default.
- Create one from a starting point — a clean standard look or a more upscale one — then open Edit / preview.
- Use Theme for the light or dark feel, fonts, and spacing, and Brand for your logo and client-facing colors.
- Use Blocks to switch sections off or drag them into the order you want. This changes presentation only, never your scope, pricing, or terms.
- Save. Set default makes this the look every new proposal starts from.
Write your standard wording
- Inside a style, open the Content tab. Each section you left on gets its own wording box.
- Add a cover image and drag the focus point so the important part stays visible when it crops on a phone or in print.
- Optional: use Write with AI, describe the job in a line or two, compare the drafts, and drop one in as editable text.
- Save. This wording becomes the starting point for every proposal using this style.
Which sections come from the estimate
- Pricing, scope, selections, allowances, alternates, and payment schedule are filled from the estimate itself — you don't retype them.
- Cover, overview, inclusions, exclusions, timeline, terms, and next steps are wording you control.
- A section with nothing in it is left out rather than printed empty.
Write the proposal for one job
- Open the estimate and find Proposal content.
- Keep the standard wording, or write something specific to this client — you can switch back to the standard version at any time.
- Use the Cover image tab for a real photo of this project.
- Save draft. A draft is not published: your client still sees nothing.
Preview, publish, and send
- Preview as client renders the real page from your draft, so what you approve is what they get.
- Publish freezes the wording, cover, and design into the version the link and the PDF show.
- Email the client — that is the separate step that actually reaches them.
Updating a proposal later
- Changing a style never rewrites a proposal a client already opened; published proposals stay frozen.
- Change the wording and publish again to show a newer version — earlier versions are kept as history.
- Publishing sends nothing and asks for no approval on its own.
Troubleshooting
The client link still shows the old wording.
Saving is not publishing. Publish the proposal again on the estimate, then ask them to reload.
A section is missing from the proposal.
Check Blocks in the style — it may be switched off — and check the Content tab, since a section with no wording and no estimate data is left out.
Save is blocked with a color warning.
Your text and background colors are too close to read. Pick the suggested text color, or lighten the background.
There is no Client Experience tab.
Proposal design may not be on for your company, or your role does not include company settings. An owner or admin can check.
Related guides
Still stuck?
Our team usually responds within one business day.
Verified against the shipped product on September 5, 2026.