Mobile Web Proposals

Last updated: April 24, 2026

Overview

This article explains the enhanced mobile experience for viewing and signing proposals. With the improved mobile interface, customers can easily review all proposal details—including images, documents, and project information—directly from their smartphones. The streamlined layout ensures a smooth browsing and signing experience, helping customers quickly understand and approve proposals on the go.

Step-by-Step Guide

Follow these steps to understand how customers interact with proposals on mobile devices:

Access the Proposal

Customers receive a proposal link and open it on their mobile device.
The proposal automatically adjusts to a mobile-friendly layout for easy viewing.

Review Proposal Content

Once opened, customers can scroll through the full proposal.
They can view:

  • Project details and descriptions

  • Interactive project maps (movable and zoomable)

  • Photos and documents with zoom functionality

  • Embedded PDFs and additional files

All content is optimized for clear readability on smaller screens.

Interact with Project Elements

Customers can engage with proposal elements just like on desktop:

  • Navigate and explore the project map

  • Zoom into images and documents

  • Review all included information without needing to switch devices

Sign and Accept the Proposal

At the bottom of the screen, customers will find a clearly visible action button.
This button is positioned for easy thumb access.

To proceed:

  • Tap Sign and Accept

  • Review any optional services

  • Complete the signing flow directly on the device

Complete the Process

After signing, the proposal is officially accepted.
The mobile experience ensures the entire process—from review to signature—can be completed seamlessly without requiring a desktop.

Insight

The improved mobile proposal view is designed to:

  • Provide a fully interactive and transparent experience

  • Allow customers to confidently review all proposal details

  • Simplify the signing process with intuitive navigation and layout

By placing key actions within easy reach and maintaining full functionality (maps, documents, and media), the mobile interface reduces friction and speeds up approvals.

Troubleshooting

Proposal not displaying correctly on mobile:

  • Ensure the link is opened in an updated mobile browser

  • Check internet connectivity

Images or documents not loading:

  • Refresh the page

  • Verify a stable network connection

Unable to sign the proposal:

  • Ensure all required sections are reviewed

  • Tap the Sign and Accept button at the bottom of the screen

This enhanced mobile experience ensures customers can review and approve proposals anytime, anywhere—making the process faster and more convenient for everyone involved.