Sending an Estimate in Bolster
Review your estimate and proposal presentation, then send it to your client from the Send proposal window.
Overview
When your estimate is ready, you can preview the proposal your client will see and send it from Bolster. Before it is sent, the Send proposal window shows any warnings and lets you add CC recipients, a personal message, an expiry date, attachments, and the billing mode.
Open the Estimate
1. In the left-hand menu, click Jobs.
2. Click Pipeline.
3. Under Pending jobs, select the estimate you want to send (for example, a deck proposal). You can also click Job list and select it from there.
Check the Estimate and Proposal
1. On the Estimate page, check that the pricing and everything else in the estimate is set up the way you want. You can do this in the List, Sheet or Cards view.
2. In the left sidebar, click Proposal presentation.
3. Review the proposal. Make sure it shows the line items you want to show and is set up the way you want your client to see it.
Send the Proposal
1. In the top right corner, click the yellow Send with message button. The Send proposal window opens.
2. Review any warnings at the top of the window. Warnings appear if, for example, a line item has no value. Click Show details to see them.
3. To copy other people on the proposal as read-only viewers, click + next to the recipient's name and add them.
4. Optionally, in Write a message, enter a personalized message.
5. Optionally, add an expiry date to the proposal. By default it shows No expiry.
6. Optionally, add an image or file as an attachment.
7. Under Billing mode, click to choose the invoicing mode you want to use (for example, Invoicing).
8. Click Send. The proposal is sent to your client.
Why This Matters
- Previewing the proposal first lets you confirm your client sees the right line items and layout.
- Warnings in the Send proposal window help you catch issues, such as line items with no value, before your client sees them.
Summary
To send an estimate, open it from Jobs > Pipeline, check the pricing, and review the proposal in Proposal presentation. Click Send with message, review any warnings, add CC recipients, a message, an expiry date, attachments and the billing mode as needed, then click Send.