Proposal Mode allows you to prepare a professional client-facing proposal, complete with signer details, payment schedules, and optional notes.
Activating Proposal Mode
On the Pricing Page, click the ellipses menu (three dots) in the top-right corner.
In the modal that appears, toggle the Proposal Mode switch to activate it.
A form will open, requiring you to configure Signer Options and Proposal Options.
Signer Options
Primary Signer (Required): Enter the full name and email address of the customer you want to sign the document first.
Second Signer (Optional): If a second signer is required, please make sure to enable the toggle switch to add their details (full name and email).
Proposal Options
Proposal options allow you to define the payment schedule and add optional notes.
Payment Schedule
You must allocate payments so that the total equals 100%.
The system provides real-time validation to show much percentage is missing or exceeded.
To add a payment milestone:
Click the Add Payment Milestone button.
Two Text boxes will appear side by side.
In the first text box (left), click the dropdown and choose Amount $ or Percentage % based on how you want to enter the payment.
The second textbox will automatically adjust and pick the corresponding value. This applies to every milestone you add, all the way up to the 7th milestone(the maximum allowed).
When Percentage % is selected, the text box will appear smaller. When the Amount $ is selected, it will appear larger to accommodate the dollar value
Enter the milestone name and percentage or amount, depending on your selection.
The system will calculate and display the corresponding value. If you selected Amount $, it will display the matching percentage. If you selected Percentage %, it will display the matching amount.
You can add up to 7 milestones maximum. After this limit, the Add Payment Milestone button becomes inactive.
Custom Notes
To include additional notes, enable the Custom Notes toggle at the bottom of the form.
Enter your notes in the provided text field.
Previewing and Sending a Proposal
Once you’ve completed the signer and proposal options:
A Preview Proposal button will appear at the top-right corner of the page.
Click Preview Proposal to open a preview of the proposal document.
Proposal preview:
Viewing a Proposal on iPad
On your iPad, tap Preview Proposal at the top of the screen.
Select Open PDF in a new tab when the option appears.
The proposal will open in a new tab for your review.
After reviewing the proposal, you can:
Go Back – return to update your quote or proposal details.
Generate & Send Proposal – finalize and send the proposal directly to the signer(s).
Tip for Users: Always double-check the payment schedule percentages and signer details before generating the proposal to avoid rework.
Sign in Person: By clicking this toggle, you will be able to sign the proposal on your device. This should be used when meeting face-to-face with the homeowner. If this toggle is not selected, the proposal will be emailed for signing. The sales person logged into DeckMetrix will receive the document first for signing. Start by clicking Preview Poproposal, while in Proposal Mode, click Generate and Send Proposal. A new window will open, displaying the proposal for the salesperson and signer(s) to sign in person. Once the proposal has been signed, click the Submit Document button at the bottom of the window. You will see a pop-up message saying “Proposal signed successfully.” A copy of the signed contract will then be automatically sent to all signers.
Tip for users: One of the key things is how to change the signature when signing in person. The platform will memorize the signature, so when the salesperson signs, they need to click use new signature before handing it over the the customer to sign. If they don't, it will use the salesperson's signature.
This can be achieved by following these steps:
Under the Form Checklist, click each Salesperson Sign item.
You’ll be directed to where you, as the salesperson, need to sign.
Click on the signature to open the window, then select “Use a Different Signature.”
A new window will appear where you can either draw your new signature or type your name and choose from the styled options.
Once you’ve selected your preferred style, click Insert Signature. The Cancel button next to it will discard any changes.
The platform will remember your new signature. Each time you sign, make sure to click “Use New Signature” before handing it over to the customer; otherwise, it will use your previously saved signature.