Forum Discussion

SE's avatar
SE
Contributor 2
19 days ago

Does a Jobber "Proposal Template" exist? (Not talking about quote templates)

Hi everyone, first post here! I could swear I saw something in one of the Jobber community pages about a proposal template — like a whole package put together (not just a quote template, which I already know how to use). It looked like it had a cover page and information about the company. Now I can't find it anywhere and I'm starting to second-guess myself.

Does anyone know what I'm talking about, or can point me toward where this might be? Any help is appreciated!

3 Replies

  • travisshepherd's avatar
    travisshepherd
    Verified Community Coach
    19 days ago

    You aren't crazy! Jobber doesn't have a separate "Proposal" tab in the software, but what you saw is likely one of two things:

    ​1. Jobber's Free Downloadable Proposal Pack (External)

    ​Jobber offers a free multi-page document bundle (PDF/Word) on their website that includes a cover page, "About Us" section, scope of work, and terms.

    • ​Where to find it: Search for Jobber Free Proposal Template online ([getjobber.com/free-tools/proposal-template](https://getjobber.com/free-tools/proposal-template)).

    ​2. "Proposal-Style" Quotes (Inside the App)

    ​In the app, everything runs through Quotes, but you can turn a quote into a full proposal package using Quote Templates:

    • ​Cover Page Look: Add a header/banner image at the top.
    • ​Company Info: Add a custom introduction section and pull in live Google Reviews.
    • ​Packet Attachments: Attach a static PDF (like an "About Us" sheet, insurance proof, or company overview) that automatically sends with that template.

    Let me know if I can help clear anything else up!!!

    • SE's avatar
      SE
      Contributor 2
      19 days ago

      That's it. Thanks!

      • travisshepherd's avatar
        travisshepherd
        Verified Community Coach
        19 days ago

        Hey that's what I do it's definitely no problem I'm glad I was able to help!!!