Quote-to-Proposal
A professional proposal with one tap, then the follow-up handled for you.
Last updated: September 30, 2026
Proposal · Marcus Webb
Requested: Water heater replacement
Your price note, typed by you
The proposal email your customer gets when you tap Send Proposal.
When someone submits a quote request, specifically, not your general contact form, you get an instant text and call, and the request lands on your Quotes page. Nothing goes to the customer until you're ready: add your price as a note (and a contract or e-signature link if you use one) and tap Send Proposal. SeenOnMain then emails a professional proposal in your name, an AI-drafted template you approved once, filled in with that customer's details, with your note and link added word for word. If the customer doesn't respond, a 48-hour follow-up sends automatically to bring the proposal back to their attention, and you get a 7-day no-response alert so you know it's time to follow up personally if it's still gone quiet.
This closes one of the most common gaps in small service businesses: a quote that gets sent once and then forgotten while the customer quietly decides or moves on to someone else.
A general contact-form inquiry runs a different sequence instead of this one, the Day 1/3/7/14 email drip described in the AI-Powered Lead Follow-Up feature. Each form on your site is wired to the sequence built for what it's actually asking for.
Worth knowing
The AI drafts the proposal email from facts you've already approved, but it never writes or sets a price: your price comes from the note you type, and it's sent exactly as you wrote it. Proposals don't go out on their own, you choose when to send each one. When a customer says yes, you tap Mark as Customer, which sends the confirmation email and starts their onboarding.
Frequently asked questions
Does the AI decide what to charge the customer?
No. The AI never writes or changes a price. You type your price into a note, and it's added to the proposal exactly as written.
Does the proposal send automatically?
No. You get an instant text and call when the quote request comes in, and you tap Send Proposal when you're ready. Once it's sent, the 48-hour follow-up and the 7-day alert run on their own.
What happens if the customer doesn't respond to the proposal?
A follow-up sends automatically 48 hours after the proposal goes out, and you get an alert at 7 days with no response so you can decide whether to reach out personally.
Does my regular contact form also send a proposal?
No. A contact-form inquiry runs the Day 1/3/7/14 follow-up sequence instead. Only a quote request gets the proposal flow, since that's the form where someone is actually asking to be priced.
See Quote-to-Proposal running on your own leads.
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