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Send a proposal. Get it signed.
- Step 1. New proposalBuilds the document the customer signs, priced from the catalog.
- Step 2. Needs reviewProposals held back until a person resolves the notice on them.
- Step 3. SentOut with the customer and waiting - the list you chase from.
Scope to signature
- Price the scopePull line items and assemblies from your materials catalog.
- Send for reviewA second set of eyes before it leaves. When it sends, the proposal says Sent, with the time.
- Sign with identityNo account to make. We email a 6-digit code, they type it, then sign.
- Accept into workSigned means the job can start. Your payment schedule becomes the job's invoices, deposit first if you set one up.
One proposal record, from draft to accepted.
- Step 1
Build from your catalog, then review
Line items, options and assemblies come from prices your team already keeps. We block the send until there is a linked customer and a fresh cost you have checked.
- Step 2
Share a real link, under your brand
The customer opens a private link, not an attachment that goes out of date. Your logo, your colors and your company name lead the page and the PDF. FL Permit Pay is a small credit at the bottom.
- Step 3
Real options, in your order
Packages are lettered Option A and Option B with a difference column, headings follow the trade, and a tiered set prints in the order you ranked it, frozen onto the proposal when you apply it.
- Step 4
The measured roof rides along
Every new proposal opens the roof, on the customer's page and in the PDF, with what the price rests on: measured from the air, hand-traced on the photo, estimated from the aerial photo, estimated from the building outline, or an imported report. Where a marked-up aerial image is on file, the PDF also carries that roof as its own page: the outline and its classified edges drawn on the photo of the address, with squares, pitch and the runs beside it. Either way the quantities say they are an estimate to confirm on site, and neither document quotes an accuracy figure.
- Step 5
Sign with evidence, then pay what was signed
Every signed proposal keeps a fingerprint of the exact document, plus a Certificate of Completion. That says who signed, when, from what address, and against which version. Once a proposal is accepted and signed, it is payable. Where online payments are on, it carries a Pay button for the exact frozen total. The money goes into your own connected account, and FL Permit Pay never holds it. If a proposal goes quiet for three days, the job asks you to follow up.
Turn an accepted proposal into work the same day.
Start the trial with your own catalog and your own logo.