Clients can review and approve proposals directly from their Buildertrend Client Portal—no paperwork required. Once a proposal is available, you can review the details, approve and sign electronically, and finalize the agreement.

From the summary page of your Client Portal, navigate to the Estimate feature from the Financials dropdown.

This takes you directly to your proposal, where you can review the contract details and Approve.

After selecting Approve, you’ll be taken to a disclaimer screen where you can review the information again before choosing to move forward and Sign.

Once you’ve added your signature, select Finish to finalize the approval process.

You can find your signed proposal in the Approvals section by selecting View agreement.