Estimates & Proposals

Proposals that close themselves.

Digital signing, real-time view tracking, automated follow-ups, and one-click conversion to a scheduled job. Stop chasing customers — let the software do it.

Start Free TrialSee All Features
EST-0251 — Johnson Landscaping
Sent Apr 8 · Viewed 3x · Awaiting signature
Lawn mowing & edging (monthly)$800
Mulch installation (6 cu. yd.)$840
Shrub trimming & shaping$460
Seasonal flower bed planting$740
Total$2,840
Digital Signature
Sign above to accept this estimate
3×
Faster signing vs. paper
89%
Average email open rate
1-click
Convert estimate to job
Auto
Follow-up on unsigned estimates
View Tracking & Follow-Up

Know when they're reading. Follow up automatically.

Every time a customer opens your estimate, you see it in real time. JobVivi automatically sends follow-up messages at the right intervals — so you never lose a deal to silence.

✓Real-time "opened" notifications
✓Configurable follow-up schedules (Day 3, 7, 14)
✓Email and SMS follow-up channels
Auto Follow-Up — EST-0248
Day 0
Estimate sent
Delivered via Email + SMS — today at 9:14am
Sent
Day 3
First follow-up
"Just checking in on your estimate — any questions?"
Sent
Day 7
Second follow-up
"Hi! Wanted to follow up on your landscaping quote."
Pending
Day 14
Final follow-up
Last reminder before closing the estimate.
Scheduled
How It Works

From first meeting to signed deal.

→
1
Build from templates
Start with saved service templates or build custom line items. Add footer notes and your Terms of Service.
→
2
Send via email or SMS
Deliver a professional estimate link directly to the customer's inbox or phone — no app download required.
→
3
Customer views and signs
Customers open the mobile-friendly estimate page, review line items, and sign digitally in under a minute.
4
Convert to Job instantly
One click converts the signed estimate to a scheduled job with all details pre-filled. No duplicate data entry.
Everything Included

Built to close more deals.

✍️
E-Signing
Customers sign estimates digitally from any device — no printing, no scanning, no delays.
👁
View Tracking
See exactly when a customer opened your estimate. Get notified and follow up while you're top of mind.
🔁
Auto Follow-Up
Configurable Day 3/7/14 follow-up sequences via email and SMS — sent automatically, personalized by name.
⚡
1-Click Convert
Turn a signed estimate into a scheduled job in one click. All line items, notes, and customer info carry over.
📋
Service Templates
Save your most common services as templates. Build new estimates in seconds, not minutes.
📄
PDF Export
Download or email a professional PDF of any estimate. Branded with your company details.
📊
Pipeline Stages
Track every estimate through Sent → Viewed → Signed → Converted stages from your dashboard.
📝
Footer & ToS
Add custom footer messages and Terms of Service to every estimate. Protect your business.
Works seamlessly with

From estimate to invoice in one flow.

Jobs & Scheduling
Invoicing
Customer CRM
Twilio SMS
Email Delivery
Dashboard

Send better estimates. Close more work.

Start with your first digital estimate in minutes. No credit card required.

Start Free Trial — No Credit Card