Proposals
The Proposals page under Sales lists every proposal across all your customers in one place, so you can search, filter, and open any proposal without opening a customer record first. Open it from the main navigation by choosing Sales then Proposals; from there you create, send, and track a proposal from draft through acceptance and conversion to a work order.
Search proposals
The search field at the top matches a proposal's number, title, customer, property, or service address. Type your term and the list updates after a short delay; clearing the search applies immediately.
Filter by status
Use the status filter to narrow the list to proposals in a given state. The available filters are All, All open, Awaiting response, Draft, Sent, Viewed, Accepted, Declined, Expired, and Cancelled.
Two filters group multiple statuses: All open covers Draft, Sent, and Viewed proposals, and Awaiting response covers Sent and Viewed. When you pick an aggregate filter, the individual statuses it includes are highlighted in the list.
Filter by owner and sort
The owner filter lets you show All owners, Unassigned proposals, or proposals assigned to a specific staff user. The sort control offers Newest first, Oldest first, and Highest value.
Review the list
Each row shows the proposal number, its status badge, the assigned owner when one exists, the total, the proposal title, the customer name, the property address, and the created date. A row also shows Valid until when a validity date is set, and No address when the property has no address. Proposals with option groups can show a total range (for example $400 – $900) before the customer chooses an option.
Click any row to open that proposal's detail page. When you return, the page keeps your search, status, owner, and sort selections, though it does not return you to the same page number.
Pagination and empty states
The list shows 25 proposals per page with a Showing start–end of total count and previous, next, and numbered page controls. When no proposals match your filters, the page shows No proposals match these filters.
Create a proposal
You can start a proposal from the top-level Proposals page or from a customer record. On the Proposals page, click New proposal to open a panel asking you to choose the customer the proposal is for; search for the customer, select them, and the new proposal page opens with that customer attached. When your account has no proposals yet, the empty state shows No proposals yet with a Create a proposal button that starts the same flow. From a customer record, open the Proposals tab and click New (or Create first proposal when the customer has none). Either way, the New Proposal page opens with the customer's name.
Enter a Title (required) and, optionally, assign the proposal to a technician or office user with Assigned To (defaults to Unassigned).
Fill in the Introduction and Scope of Work. Each supports Generate with AI to draft the text; while generation runs the button shows Generating... and the field is disabled.
Set Valid Until and Terms & Conditions as needed.
Add the Property (choose a saved property or enter street, gate code, city, state, zip, and property notes) and Pool Information (name, type, surface, size, volume, equipment, and notes; one pool can be added).
Add Line items with an item description, optional additional details, quantity, and unit price. Mark an item Recurring when it repeats. Search the catalog by category (All, Products, Parts, Chemicals, Labor) to add catalog items, or enter custom lines. Assign an item to an option group; the default is Base (all options).
Apply any discount and tax rate to the total.
Click Create Proposal (shows Creating... while saving). A successful save opens the proposal detail page.
Use proposal templates
Proposal templates let you reuse a standard proposal instead of starting from scratch. A template can save a title, introduction, scope of work, terms, line items, option groups, catalog items, service-plan lines, and a default assignee.
Open Proposals and go to the proposal templates area.
Select Add template and enter a template name.
Add the standard proposal text, option groups, catalog items, or service-plan lines.
Optionally select Generate with AI to draft the introduction or scope of work, then review and edit the wording.
Save the template.
When you start a new proposal, selecting a template pre-fills the New Proposal form so staff can review and customize it. The proposal is independent of the template: later changes to the template do not change proposals already created from it. Templates you no longer use can be archived.
Offer pricing options
Option groups present the customer with pricing alternatives—for example Good, Better, and Best—so they can choose the option they want to approve. Line items assigned to Base (all options) are included in every option; items assigned to a specific option appear only in that alternative.
In the line items area, click Add Option. The first option is named Option 1, the next Option 2, and so on; rename each to describe the tier.
Assign each line item to an option. Leave an item on Base (all options) to include it in every option, or assign it to a specific option to include it only in that alternative.
Mark one option Recommended to preselect it for the customer. Only one option can be recommended at a time, and you can clear the recommendation so that none is marked.
Reorder options with Move up and Move down, or remove one with Remove option; removing a group resets its line items to Base.
A proposal that uses options needs at least two option groups, and every option group needs at least one assigned line item; these requirements are checked when you create the proposal rather than by the button. The Create Proposal button stays disabled while saving, when the title is blank, or when there are no line items. Each option's total equals the shared Base items plus that option's items, and discount and tax apply to the whole proposal. Before the customer chooses, the displayed total can be a range across the option totals; after they choose, the total is the selected option's total.
Proposal statuses
A proposal moves through these statuses: Draft, Sent, Viewed, Accepted, Declined, Expired, or Cancelled. Draft, Sent, and Viewed proposals are manageable; Declined, Expired, and Cancelled proposals can be revived back to draft.
Send a proposal
On the proposal detail page, click Send Proposal (or Resend once it has been sent or viewed). Confirm with Send proposal or Re-send proposal. The customer receives the proposal through their preferred delivery method, respecting their SMS opt-in status.
If the customer can't be notified (for example, no valid delivery method), you'll see the reason and a Send Anyway option that creates the proposal without sending a notification—you then deliver it manually. If the send endpoint reports the proposal undeliverable, you can Mark the proposal as sent.
After a proposal is delivered, Chisel Tide can send up to three automated follow-ups on day 3, day 7, and day 14 if the customer hasn't responded, plus an expiry notice up to two days before Valid Until. Resending a proposal records a Manually resent entry and delays the next automated message without restarting the schedule. See Approval reminders for proposals and quotes.
Customer response
The customer reviews the proposal through a link and can accept or decline while it's in Sent or Viewed status and not expired. If the proposal has option groups, the customer chooses an option by clicking its card or pressing Enter or Space; recommended options are labeled Recommended. Choosing an option only updates the page until they accept, so clicking Accept & sign without a selection shows Select an option asking them to choose first. On acceptance the chosen option is saved, the heading becomes Approved option, and only that option is shown and locked. The acceptance form requires a Full name; a drawn signature is optional. A successful acceptance changes the proposal to Accepted; a failure shows Acceptance failed.
You can also record an acceptance or decline from the admin proposal detail page with the Accept or Decline action. Declining can capture a reason. For more on how customers respond to quotes, see Work Orders in the Customer Portal.
Convert an accepted proposal to a work order
Once a proposal is accepted, the detail page shows Create Work Order (or View Work Order if one already exists). Creating a work order requires the proposal to have a linked property—if none is set, you'll be asked to edit the proposal and select a property first. Recurring line items are dropped when converting to a work order.
Create service plans from an accepted proposal
When a customer accepts a proposal that includes recurring service-plan lines, you can create the matching service plans directly from the accepted proposal. If the proposal is not linked to a single property, or includes several properties, you are asked to choose the property before the plans are created. Tide lists the service plans it created and any proposal lines that remain pending, so you can resolve them before creating the missing plans. This can be revisited safely and includes the plans created earlier.
Other proposal actions
Edit — available for Draft, Sent, and Viewed proposals. Editing a Declined, Expired, or Cancelled proposal resets it to draft after confirmation.
Download PDF — not available for Expired or Cancelled proposals.
Cancel proposal — not available for Cancelled or Accepted proposals.
Copy portal link — shown when the proposal has a customer-facing link.
Proposals connect to your sales pipeline: sending a proposal doesn't automatically advance a lead's stage, but you can confirm the stage change when prompted. From an accepted proposal you can create a work order when the sold work should run as a job. See Pipeline for the lead workflow.