Introduction
You’ve done the survey, the client’s keen, then your proposal disappears into their inbox for a week. Sound familiar? The real gap isn’t your workmanship — it’s how quickly and clearly you get a signable offer in front of the client. This deep-dive shows how Donizo’s proposal delivery flow — voice capture on site, branded PDF, client portal access, e‑signature, then invoice in one click — shortens the decision loop= and trims your admin. We’ll cover the problem, the feature, how it works in practice, and real results other small teams are seeing.
Table of Contents
Key Takeaways
- Many contractors find that proposals left sitting more than 48–72 hours often go cold; cutting turnaround to same day boosts acceptance.
- Using voice, text and photos on site commonly reduces scope gaps and back-and-forth by half because everything is captured while it’s fresh.
- In general, small teams report saving 2–3 hours per week by moving from manual docs to Donizo’s voice-to-proposal and e‑signature flow.
- After acceptance, turning a proposal into an invoice in one click keeps momentum and helps cash come in sooner.
The Real Problem: Proposals Stalling In Inboxes
Homeowners don’t buy what they don’t fully understand. Long emails, unclear scopes, and missing signature steps create friction.
What Typically Goes Wrong
- Vague line items or missing photos prompt questions and delays.
- Email-only proposals get buried; clients forget how to say yes.
- Manual signing (print/scan) adds hassle and slows the decision.
- Re-typing details for invoicing introduces errors and more admin.
Why This Costs You
- Contractors often report that once a proposal passes the third day, callbacks increase and win rates drop.
- In general, every extra step (download, print, sign, rescan) reduces completion rates. Fewer clicks equals faster yes.
The Fix In One Line
Make it crystal clear and instantly signable — while the client still has the job fresh in mind.
The Feature: Donizo Proposal Delivery Flow
Donizo’s flow removes friction from capture to cash: speak the job, create a professional proposal, let the client sign digitally, and invoice in a click.
Capture On Site With Voice, Text And Photos
- Use voice to describe the scope while standing in the space. Add measurements as text and snap photos of access, finishes, and hidden risks.
- Many teams find voice capture reduces missed details because you’re dictating what you see, not guessing later at the desk.
Send A Branded PDF With Client Portal Access
- Generate a professional PDF and send by email. Clients also get portal access to view everything neatly in one place.
- On paid plans you can add your logo and company details for immediate credibility.
Get A Legal E‑Signature Without Printing
- Clients sign digitally for a legally binding acceptance. No printing, no scanning, no chasing.
- According to common industry practice, removing “print/scan” steps often turns days of waiting into same‑day approvals.
Turn Acceptance Into An Invoice
- Once a client signs, convert the proposal to an invoice in one click and track payments on paid plans.
- Keeping momentum from “yes” to invoice is a simple way to protect cash flow on smaller jobs.
How It Works Step-By-Step
1. Capture The Job In Minutes
- Talk through the scope room‑by‑room, add measurements, and take 3–5 photos of key details (access, finishes, existing damage, shut‑offs).
- In general, this takes 5–10 minutes for a small job and prevents most “you didn’t mention…” conversations later.
2. Generate And Send The Proposal
- Create a clean, readable PDF and email it directly from Donizo. The client also gets portal access to review at their pace.
- Clear structure and photos reduce clarification calls. Contractors often report fewer callbacks when visuals are included.
3. Client Signs Digitally
- The client taps to e‑sign on their phone or computer. No paperwork pile. No lost attachments.
- Commonly, teams see approvals happen within hours when signing is this simple.
4. Convert To Invoice In One Click
- After acceptance, convert to an invoice instantly and, on paid plans, track payments alongside job records.
- In general, keeping the admin in one flow helps small teams save 2–3 hours a week vs. juggling separate tools.
Real Results From Small Jobs
Scenario 1: Emergency Leak Repair (Two‑Person Plumbing Team)
- Problem: Handwritten quotes and PDF attachments were being approved late or verbally, causing invoicing gaps.
- Solution: Voice-to-proposal on site with 4 photos (valve location, floor protection, pre‑existing damage), sent before leaving.
- Result: Commonly, approvals moved from “next day” to “same afternoon.” In one week, the team cut about 3 hours of admin by avoiding re‑typing for invoices.
- Problem: Clients asked the same questions about duct routes and noise levels; proposals sat for days.
- Solution: Short voice notes, two photos of duct path, clear acceptance terms. E‑signature landed that evening.
- Result: Faster signoff and fewer follow‑ups. Contractors often report that visuals reduce post‑install disputes because expectations are set early.
Scenario 3: Joinery Make‑Good After Appliance Swap
- Problem: Small change orders dragged — client hesitated on price because scope wasn’t obvious.
- Solution: Donizo proposal with photo callouts and simple scope wording recorded by voice.
- Result: Approval in hours instead of days. In general, making the next step effortless gets minor works off the ground quickly.
Pricing And Plans That Fit
Choose the plan that matches your workflow today — you can upgrade as your needs grow.
| Plan | Best For | Key Additions |
|---|
| Discover (Free) | Trying the flow without commitment | Unlimited proposals via voice/text/photos, e‑signature, PDF export (with watermark) |
| Ascension (Paid) | Small teams that want polish and cash discipline | Everything in Free, custom branding, invoicing and payment tracking, basic templates, analytics dashboard, priority support, no watermark |
| Autopilot (Paid) | Teams optimising speed and margin | Everything in Ascension, advanced templates, margin estimator, multi‑language support, work report exports |
Practical tip: If you sell on professionalism, Ascension’s custom branding and no‑watermark PDFs make a difference at first glance. If you quote often and want consistent structure and pricing confidence, Autopilot’s templates and margin estimator streamline the process.
Frequently Asked Questions
Are Donizo E‑Signatures Legally Binding?
Yes — Donizo includes e‑signature integration for legally binding acceptance. In the UK and EU, e‑signatures are widely recognised under the eIDAS framework and UK law. For specific contractual or regulatory scenarios, seek professional legal advice.
What If A Client Won’t Use A Portal?
No problem. Donizo emails a professional PDF with a secure link. Most clients are happy to tap and sign on their phone. If a client insists on paper, you can export the PDF to print and collect a wet signature for your records.
How Fast Can I Send A Proposal After A Visit?
In general, simple service jobs can be captured and sent in 5–10 minutes using voice, text, and photos. More complex, multi‑room works might take a bit longer, but you’ll still avoid re‑typing later.
Can I Include Photos And Notes Inside The Proposal?
Yes. Donizo’s voice, text, and photo inputs are designed to bring clarity. Many contractors find that including 3–5 relevant photos reduces questions and protects against “he‑said, she‑said” later.
How Does Invoicing Work After Acceptance?
Once the client e‑signs, you can convert the accepted proposal to an invoice in one click. Payment tracking is available on paid plans, helping you keep a clean view of what’s due and what’s paid.
Conclusion
If you want faster yeses, remove friction: capture the job while you’re there, send a clean PDF with a clear path to sign, and turn that acceptance into an invoice without re‑typing. That’s exactly what Donizo delivers — voice‑to‑proposal, professional delivery with client portal access, legal e‑signatures, and one‑click invoicing. Start with the free Discover plan to feel the speed, then step up to Ascension or Autopilot when you’re ready for branding, analytics, and templates that keep your pipeline moving.
