Forum Discussion

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 alre...

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!!!

Contributor 2

19 days ago

That's it. Thanks!

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!!!