Estimates & proposals

Proposal Photos

Show the customer the problem you're quoting.

Show the customer the problem you're quoting. Photos on a proposal are references into the job's gallery, each with a caption in your voice.

References, Not Copies

Photos on a proposal point at the job's shared gallery rather than duplicating it. Upload once in the field, then pick the shots that make the case — the proposal keeps the reference and the caption, and the gallery stays the single home for the image.

Markup you drew on the photo comes with it. What you annotated in the field is what the customer sees on the document.

  • Photos reference the shared gallery — no duplicate uploads.
  • Markup is baked into the document.
  • Estimates with no linked job can own their uploads directly.

Captions Do The Selling

The caption is the photo's voice on the customer's document. "Rot at the sill, both sides" sells the line item that fixes it far better than the price does. Edit captions inline while you build the proposal.

Once the proposal is signed, its photos freeze — no adding, no removing, no caption edits. The document the customer agreed to stays exactly what they agreed to.

  • Captions are editable inline while the proposal is open.
  • A signed agreement freezes its photos and captions.
  • Photos render into the PDF and the web view.

Pro tip: Two photos beat ten. Pick the one that shows the damage and the one that shows the finished result you're promising — that pair closes more jobs than a gallery does.

Related

Updated 2026-10-24 · More in Estimates & proposals · Also in the app under Help.