Add a pre-proposal estimate review and approval stage

Contractors need to share a price and scope draft for client feedback before sending the final contractual proposal. Today, the workaround is to send a proposal too early, which can introduce contract language before the customer is ready and creates repeated edit, resend, and re-sign cycles.

Requested workflow:

• Share an estimate for review

• Let the client approve or request changes

• Keep this state clearly non-contractual

• After estimate approval, generate and send the final proposal or contract for signature

Customer: Philip De Terlizzi

Origin: Customer interview, August 2026