What's New? The Proposals card in the Project Details Page, and the tab in Estimate Preferences has been renamed Agreements — and it's not just a name change.
You can now create multiple agreement templates per account, so you always have the right document ready for any situation. Support for contingency agreements — documents you can send before a scan or estimate exists — is also on the way in an upcoming release.
Overview
Hover's agreement-building capability has expanded. The Proposals card in the PDP, and the tab is now labeled: Agreements. It can hold every customer-facing document that requires a signature: proposals, contracts, contingency agreements, and more. Previously, each account had one proposal template. Now admins can build as many templates as the business needs and configure each one independently — controlling what information appears, how many signees are required, and what pages are included.
This means you can maintain separate documents for different situations without rebuilding your template every time. A carrier-facing document with full line items, a homeowner proposal without markup visibility, and - coming soon - a contingency agreement you can send before an estimate exists. Each template lives in one place and is available from any project.
How to use Agreements
Admins can now create and manage multiple agreement templates from Estimate Preferences. Each template is independent — its own name, pages, signee count, and display settings.
How admins create new agreement templates
From Settings, open Estimate Preferences.
Select the Agreements tab.
Select Add template + to create a new type of agreement template.
Name your template and configure its pages, signee count, and default display settings (such as whether to show line items).
Save it, and the template is now available when starting an agreement from any project.
Tip: Your existing proposal template is still there — it's now your default agreement template. You don't need to rebuild it. Add new templates for any additional document types your business uses.
How reps start an agreement from a project
When you’re ready to start an agreement from a project:
Open the project you want to create an agreement for.
Navigate to the Agreements card.
Select Start Agreement
Choose the template you want to use. Templates that aren't compatible with the project's current state will be unavailable:
All agreement types, like a full proposal or contract, generate from an estimate so they’ll only be available if an estimate exists.
Sending an agreement before an estimate exists, like a contingency agreement, isn’t available yet. This is coming soon (targeted for July).
Enter customer details and add any additional signees if your template requires them.
The following dynamic variables may also appear in the template, so you don’t need to retype any of it:
Schedule and deposit details
Projected start/end dates
Deposit due date
Generate the document and send for signature via email or by signing on screen.
Tip: By default, “Proposals” will be the only templates that exist in your account which means the “Create Agreement” button will initially read as: “Create Proposal”. It only becomes an agreement-drop down once you create and save other agreement templates to your account.
Contingency agreements
A contingency agreement lets you secure a homeowner's commitment before a scan or estimate has been started. It's used when you've identified damage at a property and want the homeowner to authorize your company to perform the work if their insurance claim is approved.
Unlike proposals and contracts, which rely on data from a completed estimate, a contingency agreement can be created from a draft or unmeasured project, capturing the property address, claim or lead number, and customer information to generate a signable document even before measurements exist.
Note: Contingency agreement support is in progress and will be available very soon. If you have questions, contact our Support team.
Why this is better
One template was never enough: Most contractors need different documents for different situations — a homeowner proposal, a carrier-facing document, a contingency agreement. Previously, you had one template to work with. Now you can build and maintain the full set.
Control what each audience sees: Configure each template independently. Depending on how the admin configured the template, reps can show full line items on a carrier document, or hide markup on a homeowner proposal. The right information reaches the right person without manual editing every time.
Get a signature before the estimate exists (coming soon): Once available, contingency agreements will allow restoration contractors to lock in the job at first contact — before a scan is ordered or an estimate is built.
Everything in one place: All your customer-facing signature documents — proposals, contracts, addendums, evidence packets, contingency agreements — live in the Agreements tab. No hunting for the right template or managing documents outside Hover.
Bundle multiple estimates into one agreement: Add more than one estimate to a single agreement — for example, a roofing estimate plus a siding estimate, or estimates across several structures on the same property. Approve or leave each one pending individually.
Frequently asked questions
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What happens to my existing proposal template?
What happens to my existing proposal template?
Nothing changes. Your existing proposal template carries over automatically as your default agreement template. You don't need to rebuild or reconfigure it. New templates you add are separate and don't affect your existing one.
Who can create and manage agreement templates?
Who can create and manage agreement templates?
Template creation and configuration is admin-only in Estimate Preferences. Reps can still select from available templates and override certain default display settings on individual agreements, the same as before.
Can I use a contingency agreement on any job?
Can I use a contingency agreement on any job?
Contingency agreements aren’t available yet — they’re coming soon. Once available, they’ll be designed for jobs where no scan or estimate exists yet, such as a draft or unmeasured job, and won’t require estimate data to generate.
Today, every agreement generates from an estimate, so all current template types require one.
Is the eSignature process changing?
Is the eSignature process changing?
No. Digital signatures still run through Dropbox Sign. You can share by email or sign on screen, both parties automatically receive a copy upon signing, and the audit trail works the same way it always has.
Why is it called Agreements instead of Proposals?
Why is it called Agreements instead of Proposals?
"Proposals" was too narrow for what this tab now holds. Agreements covers any customer-facing document that requires a signature — proposals, contracts, contingency agreements, addendums, evidence packets — without overlapping with other Hover-generated documents like measurements PDFs or work orders, which don't require signatures.