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Help Center › Admin screens, field by field › Quote builder: Send for signature and follow-ups
Quote builder: Send for signature and follow-ups
The send pop-up and the automatic follow-up editor: recipients, channel, wording, attachments, dates and shortcodes.
On this page
Contractor Hub → Quotes → open a quote → Send for signature or Send / follow up. The buttons show on the status line at the top of the quote.
Sending saves the quote, emails and/or texts the proposal link, and can schedule a six-step follow-up plan that stops by itself when the customer signs or declines. The customer opens the link on their phone, picks add-ons, signs and pays the deposit.
Before you start
- Text messages need text messaging set up by the site owner (Settings → VisionScaper → Text messages; see the Twilio key guide: get-twilio-details). Without it the Text choices say “(not set up)”.
Fields
Send pop-up
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Send to (contacts, tick boxes) (recipients) |
Everyone ticked gets the proposal. The first contact is ticked by default. | Untick people you do not want. | First contact on |
| + Add a contact from Customers | Asks for a name to search, then adds the first match. | ||
| + Someone new | Asks for an email or mobile number and a name. | ||
Send by (channel) |
How to send. | Pick one. Choices: Email; Text message; Email + text. | |
Subject (email) (subject) |
Email subject; shortcodes are filled per customer. | Edit the wording. | Please review & sign: {project_name} (signature) or Your {project_name} proposal from {company_name} |
Message (body) |
Email/text body; includes the {quote_link}. | Edit freely; keep {quote_link}. | Built-in friendly message with {customer_first_name}, {quote_total}, {deposit_amount}, {quote_link} |
| Shortcodes – tap one to insert it | Inserts a code where you were typing. Codes: {customer_name}, {customer_first_name}, {customer_address}, {customer_town}, {project_name}, {quote_number}, {quote_total}, {deposit_amount}, {quote_link}, {valid_until}, {company_name}, {contractor_name}, {contractor_phone}, {contractor_email}, {month}, {today}. Codes without a value are sent as-is and a warning shows first. | Tap, do not retype. | |
Also include: Before/after picture (include.image) |
Adds the before/after picture to the message. | On | |
Also include: Total (include.total) |
Adds the total. | On | |
Also include: What’s included (include.scope) |
Adds the scope summary. | On | |
Follow up automatically if they don’t sign (fuOn) |
Turns the follow-up plan on. | Leave on unless you will chase by hand. | On |
| Send for signature / Send now | Saves, sends and schedules follow-ups. Needs at least one contact and a built estimate. |
Each follow-up (repeat per follow-up)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Follow-up N (tick box) (off) |
Unticked follow-ups are not sent. | On | |
Date (at) |
Day it is sent. | Day offsets 1, 3, 7, 14, 21, 30 after sending | |
Time (at) |
Time of day. | 10:00, 17:30, 12:00 depending on step | |
Send by (follow-up) (channel) |
Email, text or both for this step. | Pick one. Choices: Email; Text; Both. | Email, Text, Email, Text, Email, Both |
To (who) |
Everyone I send it to, or one contact. | Pick one. | Everyone I send it to |
Subject (follow-up) (subject) |
Email subject for this step. | ||
Message (follow-up) (body) |
Wording; a preview shows the filled-in text. | ||
Attach: Proposal link / Before/after picture / Total / What’s included (include.*) |
What to add to this step. | Link on; others vary by step | |
| Remove / + Add follow-up | Deletes a step or adds one a week after the last. | ||
| Save follow-ups (Edit follow-ups dialog) | Replaces the scheduled follow-ups on a sent quote. |
Steps
- Press Send for signature (customer will sign) or Send / follow up (link only).
- Check Send to; add people with + Add a contact from Customers or + Someone new.
- Choose Send by. If Text says “not set up”, use Email.
- Edit Subject and Message; insert codes with the shortcode buttons.
- Decide what is included with the three Also include boxes.
- Leave Follow up automatically on, or untick it. Adjust any date, time, channel, message or attachment in each follow-up.
- Press Send for signature or Send now. A message says how many contacts it went to and whether follow-ups were scheduled.
- Later, press Edit follow-ups under the Follow-ups list to change scheduled ones.
If something goes wrong
- “Choose at least one contact.” Tick a recipient.
- “Texting isn’t set up yet – choose Email.” Ask the site owner to set up text messaging.
- “Build the estimate first.” The quote has no sections.
- If some contacts fail, the message lists which did not go.