Email Proposal Templates

[micah_pa]

Would be nice if we could email the proposal templates to the customer for acceptance

[NWAC]

I am wanting the side-by-side view (just like the present view) with the services offered on each option. 

[sambott1]

If you go settings > invoicing > email, then click "estimate" under the header "email settings," there is a script you can use to include a link to your estimates. From there, your customers can select and approve an estimate. I have it set up so that everyone here in the office and the technician that proposed the estimate gets a notification via text that an online estimate has been sold. It's a nifty feature.

Hope this helps.

[TFreeman]

Hi Micah, maybe you could elaborate more? Are you referring to emailing estimates that a customer can view and accept online? Or looking for a side by side format that the customer can view online?

The former is possible through your email settings in ServiceTitan. You can include an online estimate link to be sent when emailing estimates. 
The side by side online proposal option is not yet possible. But could be a good idea. 

Feel free to clarify if I’m missing the question altogether.