Your client's proposal experience
What your client sees when they open the proposal — and how they accept and pay a deposit.
When you send a proposal, your client gets a link to a branded web page — your company's logo and colors, not BriteBase's. This guide walks through what they see, so you can set expectations and answer questions. It's written for you, the operator; your clients don't need to read it.
In this guide:
- The proposal page
- Accepting & paying a deposit
- What happens after they accept
The proposal page
The client opens the link — no login needed — and lands on a branded cover with the project name, the property address, who it's prepared for and prepared by, and a hero image. As they scroll, they see the work and the proposal total.
Accepting & paying a deposit
At the Accept & Deposit step, the client sees an Install Reservation summary:
- Proposal total
- Deposit due — a percentage of the total (e.g. 30%)
- Balance after install — the remainder, collected after the install walkthrough
Before they can accept, the client clears a few required steps — reviewing the warranty & service coverage, accepting the terms packet, and authorizing payment — then selects Accept & pay deposit. Payment is processed by Stripe; BriteBase never sees or stores card details, and the deposit applies to the client's final invoice.
Choosing between options is changing
If a proposal offers more than one option, the way clients compare and select options is being improved right now — a guide to that experience is coming soon.
What happens after they accept
Once the client accepts and pays the deposit, the job moves on toward a work order and scheduling. Next, create the work order.
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