Video: Customizing Client Proposals in Menaia (2:13)
Add a note to the client
The Notes to Client section is a short, personal message that appears near the top of the proposal — a great place to thank the customer, recap the visit, or highlight what makes your bid the right choice.1
Find the Notes to Client section
On the Proposal Preview, look for Notes to Client, just under the To / From block.
2
Start writing
Click Add Notes (or Edit if there’s already a note). A text editor opens with the prompt “Type your message here…”
3
Format it nicely
The editor supports light formatting — you can make text bold or italic, add bullet lists, headings, and links — so your message reads cleanly.
4
Save
Click Save. Your note appears in the proposal exactly as the customer will see it. To discard your changes instead, click Cancel.
The note is optional. If you leave it empty, the section simply doesn’t appear on the customer’s proposal.
Add project allowances
The Project Allowances section is a place to spell out custom terms, allowances, or notes for the work — for example, a materials allowance the customer can spend up to, or a condition attached to part of the job. It sits just above the Service Breakdown, below any photos and videos.1
Find the Project Allowances section
On the Proposal Preview, scroll to Project Allowances, just above the Service Breakdown.
2
Start writing
Click Add Notes (or Edit if there’s already something there). A text editor opens with the prompt “Type your message here…”
3
Format it
Like the note to the client, the editor supports light formatting — bold, italic, bullet lists, headings, and links.
4
Save
Click Save. Your allowances appear in the proposal exactly as the customer will see them. To discard your changes instead, click Cancel.
Project allowances are optional. If you leave the section empty, it doesn’t appear on the customer’s proposal. Once the customer has signed, the section becomes read-only.
Choose how prices are displayed
By default, a proposal shows the customer the overall Price Summary (subtotal, taxes, total, and deposit) but keeps the per-item pricing hidden. You decide whether to reveal the line-by-line prices in the Service Breakdown using the Client View Settings toggles. In the Service Breakdown section header you’ll see Client View Settings: with two switches:- Unit Price — shows the price of a single unit of each item (for example, the price per square foot).
- Total Price — shows the line total for each item (unit price × quantity).
Both off (the default)
Both off (the default)
The customer sees each service and its quantity, but no per-item prices — only the overall Price Summary at the bottom. This keeps the focus on the total investment rather than the math behind it.
Total Price on
Total Price on
The customer sees a price next to each line item. Good when you want full transparency on what each service costs.
Unit Price on
Unit Price on
The customer sees the per-unit rate for each item. Useful when the rate itself is the selling point.
Both on
Both on
The customer sees both the per-unit rate and the line total for every item — the most detailed view.
Make sure your choices stick
Your price-display choices are saved when you Save as Draft, when you Send Proposal, or when you Present to Client — so the version the customer opens always matches the preview in front of you. If you’ve changed the toggles, save or send before you walk away.What’s next
Send the proposal
Email the proposal to your customer with a secure review-and-sign link.
See what the customer sees
Walk through the customer’s review, payment choice, and signing experience.