Why visual proposals matter for service businesses
You spend an hour writing a detailed quote, send it by text as a PDF, and wait. The customer says "looks good" but never formally commits. A visual proposal system solves this — the customer opens a link, sees every line item, and clicks "Approve" with an electronic signature. The job is created automatically.
What "visual proposals with e-signature" means
A visual proposal is an online document listing services, descriptions, quantities, and prices in a professional layout. E-signature (lightweight) captures IP address and user agent as proof of approval.
How to send proposals that close deals (the method)
- Send immediately after the site visit.
- Make it visual — line items, descriptions, clear pricing.
- Track when the customer views it.
- Make approval one click — no printing, no scanning.
- Auto-convert to a job — no re-entering data.
How DunaHub's proposals work
- Create: select lead, add line items, send by email or text
- Public page at
/proposal/[slug] with Approve (e-sign) and Reject buttons
- Status: draft → sent → viewed → approved → rejected
- Approval auto-creates Job with all items pre-filled
- Automatic numbering: PRO-001, PRO-002...
For comparison: Jobber includes quotes but at $39/mo + per-user fees. DunaHub gives you 10 free proposals/month.
What it costs
- Free plan: 10 proposals per month (no e-sign)
- Starter ($9.90/month): unlimited with e-sign
- Pro ($49/month): unlimited with e-sign
Who it's for
- Contractors who send formal quotes and need customer approval before starting
- High-value services: remodeling, electrical panels, HVAC replacement
How to set it up in DunaHub
- Proposals → "+ New Proposal" → select lead.
- Add line items (name, description, quantity, price).
- Click Save → Send.
- Customer opens link → approves → Job created automatically.
Use cases
Plumbing company: Technician creates $1,200 water heater quote, sends link by text. Customer approves from their couch. Job created in seconds.
HVAC contractor: Detailed $6,500 proposal with three options. Customer selects mid-tier and approves electronically.
Compliance & limits
- Free plan: 10 proposals per month. No e-sign.
- Starter and Pro: unlimited with e-sign (IP + user agent).
- E-sign method: lightweight — not DocuSign or ZapSign.
- Photos/attachments: not available. Text + line items only.
Last updated: June 9, 2026 · Applies to: DunaHub (US + BR) · Feature name: Visual Proposals