The homeowner’s side of your proposal
When you publish a proposal and send it, each signer gets a private link: no account, login, or app, on any device. The homeowner reads, picks options, watches the price update, signs, and pays the deposit on one live page. Anyone else on the email (a non-signer To address or a CC) gets a view-only copy that can’t sign.1. The proposal page
The page opens on a cover: project title, property address, your cover photo, and your company name, logo, and phone from your Business Profile. Sections follow your proposal layout order — intro letter, photo galleries, estimate, add-ons, and custom sections.- Photo galleries show descriptions as saved into that proposal version — see Photo descriptions.
- Videos play on the web link but are never included in PDF exports.
- Insurance proposals add claim information, building codes, and the insurance estimate, and are read-only — no cart, signing, or payment.
2. Estimates and add-ons — the cart
On retail proposals a cart sits alongside the page (at the bottom on a phone):- Estimate options — the homeowner selects one; if you enabled multiple selections, they can pick several and the cart sums them.
- Add-ons — each can be selected or deselected and appears as its own cart line.
- Total Investment — totals the selection live. Every change syncs to XBuild immediately and recalculates the deposit line.
3. Monthly financing display
If financing is enabled in Settings → Pricing & Profit and the selected total meets your Minimum Amount, the cart shows a “per month for N months” line under the total, computed from your APR and Term (months) and moving with selections. It always carries the disclaimer “Monthly rates pending approval” — XBuild displays the estimate; it doesn’t originate loans or approve borrowers. Below the minimum, or with financing off, no figure appears. Setup: Pricing and profit.4. Sign, accept, and pay
Below the total sit the deposit due (when required) and a signature block addressed to the link’s owner — “Jane Doe, sign here.” The homeowner types their full name, recording agreement to the selected estimate on your terms, then clicks one button:
Either way they land on a confirmation screen — “Proposal Accepted!” or “Payment Successful!” — and confirmation emails go to them and to you.
With more than one homeowner signer, each sees an Also signing list under their block with the others’ names and statuses. The first to sign lands on a “Signature Received!” screen saying how many signatures are still needed; the deposit checkout belongs to whoever signs last. Signer rules and company countersignatures: E-signatures and authorization.
5. Signing in person on your device
Sign in person opens the same page on your device, addressed to the next homeowner still owed a signature, with two differences: every signer is listed under Signatures with a Signing now tag (“Tap a name to sign as them” passes the device in any order), and no card checkout opens on your device — the confirmation screen says where the payment request is going, and the customer pays later from their own link. Rules: E-signatures and authorization.6. You can see when it’s viewed
XBuild records the first time a homeowner opens their link: the project’s stage moves to Viewed (in your projects list and pipeline, alongside Sent and Signed) and the proposal’s sender gets an email at that moment. Opening it yourself with View proposal or Sign in person never counts.7. Troubleshooting common issues
- The spouse got the email but can’t sign. Only signers get a signing link; everyone else gets a view-only copy. Add them as a signer (E-signatures and authorization) and re-send so they get their own link.
- The monthly financing line isn’t showing. In Settings → Pricing & Profit, check that financing is enabled, APR and term are filled in, and the selected total meets your Minimum Amount — the line hides whenever the running total drops below it.
- The homeowner changed selections — which price am I on the hook for? Selections and the deposit sync in real time; what they sign is the selection state at that moment.
- My customer can’t select anything. Selections lock once any homeowner has signed — the second signer on a two-owner proposal signs the same priced scope as the first. Counter-signers and view-only recipients can’t edit selections; insurance links never have a cart.
- The customer sees the old proposal, or the page won’t load. Each publish generates the link for that version — re-send so they have the latest, and confirm you sent the currently published version’s link. Links never ask for an account or login.