Instead of sending your prospect a generic Excel file, create a professionally formatted proposal within Buildertrend and release it electronically to your prospect. 

Once the proposal has been released, your prospect is automatically notified and can access, review and sign your proposal from their email, which will in turn notify you.

Once the proposal has been formatted, you can select Release to send the proposal electronically to your prospect for approval. They are able to approve your proposal with a legally binding signature directly from their email. This will send a notification to you.

Proposals released to the lead are working documents, meaning that if you make changes to the proposal before it is approved, your lead will be able to see the updates you have made.

For comprehensive online learning, please visit the Buildertrend Learning Academy.

If you have any questions or require additional support, feel free to chat with us, send an email:, or give us a call at 1-888-415-7149. We’re always happy to help.

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