What's new? Estimation now supports fully customizable proposal templates, a built-in contract builder with dynamic variables, and digital signature collection. Admins can create trade- and template-specific proposal pages, draft contracts that auto-populate with job details from the estimate, and configure signature settings — so reps can deliver a professional proposal and get a signed agreement without leaving the platform.
Overview
These updates bring proposal creation, contract management, and signature collection into one place inside Estimation. Admins set up the template once; reps use it on every job. The result is a consistent, professional proposal that reflects the specific job — right down to the materials and pricing — and can be signed at the kitchen table, on an iPad, or via email.
These updates are part of broader improvements to the Hover Estimation workflow, which aim to connect every stage of your project — from measurements and design to proposal delivery and signed agreement — into one seamless experience.
Note: This update is part of a phased release and may not be available to all users yet. If your experience looks different, or you'd like early access, please contact our Support team.
Custom Proposal Pages
Admins only
Hover account admins can now build a proposal template that controls which pages appear on every proposal your team generates. Pages can be uploaded PDFs or written content, and can be scoped to specific trades or estimate templates — so the right content shows up automatically based on the job, with no manual creation by the rep.
How to set up custom proposal pages:
Go to Estimate Preferences and select Proposal Settings.
Click Edit Template to open the default proposal template.
To preview what the current template looks like, click Preview or use the preview link.
To add a page, click the + symbol and name the page
Choose whether you will upload your page (e.g. PDF upload) or Add your text (e.g. copy/paste, manual typing)
Set the page scope:
Trade: Select a specific trade (e.g., Siding, Roofing) or choose All to include the page in every proposal.
Template: Select a specific estimate template or choose All to include the page regardless of which template is used.
Upload your PDF or write your content.
Drag the page to the position you want it to appear in the proposal.
Click Save.
Tip: Pages only appear in a proposal if the trade and template conditions match the estimate. A siding-specific page won't appear on a roofing-only proposal — no manual filtering needed by the rep.
Contract Variables
Admins only
The contract builder lets admins create a contract page directly inside the proposal template. Contracts support dynamic Hover variables that auto-populate with job-specific details — customer names, project dates, deposit amounts, and milestones — pulled from the estimate and schedule the rep defines. Reps never have to fill these in manually.
How to add a contract page:
In Edit Template, click the + symbol and select Add your text.
Name the page (e.g., "Contract") and set the trade scope.
Write or paste your contract content into the text editor. Formatting from Google Docs or Microsoft Word is preserved when you paste.
To insert a dynamic variable, place your cursor where the value should appear, then select from the variable menu. Available variables include:
Customer 1 Name, Customer 2 Name
Primary Phone Number, Customer Address
Project Start Date, Project End Date
Deposit Amount, Deposit Due Date
Milestone amounts and due dates
Customer Signature 1, Customer Signature 2, Printed Name
Continue adding variables throughout the contract until complete.
Click Save.
If your contract covers the same content as the default Disclosure section, you can hide the Disclosure section to avoid duplication.
Tip: Variables pull their values from the schedule the rep defines on the estimate. Make sure reps complete the Schedule tab before generating the proposal — otherwise those fields will appear blank in the contract
Digital Signature Settings
Admins only
Before reps start collecting signatures, admins configure how many signature slots appear on proposals.
How to configure digital signature settings:
Go to Estimate Preferences and select Proposal Settings.
Under Digital Signature, set the number of signers to 1 or 2.
Use 2 if proposals commonly involve a second decision-maker, such as a spouse or partner.
Click Save
Creating and Signing Customer Proposals
Rep workflow
Once the admin has set up the proposal template, contract, and signature settings, reps follow this workflow for each job.
How to define the schedule:
Complete the schedule before generating the proposal so contract variables populate correctly.
Open the estimate and go to the Manage tab.
Under Schedule, enter:
Estimated start date and completion date
Deposit amount and due date
Any milestone payments — add an amount and due date for each
Click Save.
How to create and send the proposal:
From the estimate, click Start Proposal.
If your admin has configured 2 signature slots, you'll be prompted to add a second customer. Enter their name, email address, and phone number if applicable.
Review the proposal. It will include only the pages that match the trade and template for this estimate.
To make any final edits, click Edit Details.
Approve the proposal, then click Request Signature to send.
By email: The proposal is sent to the customer's email address. Both the rep and the customer receive a confirmation email once the proposal is signed.
On screen: Open the proposal on a phone or iPad and have the customer sign directly in front of you. Initials appear on the scope by default; the full customer signature appears at the end.
Tip: If you're at the appointment, on-screen signing is the fastest path to a signed agreement. Pull it up on your iPad and get it done before you leave.
How to view a signed proposal:
Return to the proposal from the estimate
The proposal status will show as Signed
Open the proposal to see the completed document — customer initials on the scope and signature at the end.
An audit trail is automatically generated showing who the proposal was sent to, who viewed it, when it was signed, and who completed it.
Why this is better
Previously, delivering a professional proposal meant pulling from multiple places — a separate contract document, a PDF of your terms, and a separate tool to collect a signature. Now it's in one workflow with a cohesive and professional look.
Consistent proposals on every job: Custom pages apply automatically based on trade and template, so reps aren't manually assembling documents or worrying about attaching the wrong version of a contract.
Contracts that fill themselves in: Hover variables pull job details directly from the estimate and schedule, eliminating manual data entry and reducing errors in customer-facing documents.
Sign at the appointment: On-screen signing means you can close with a signed agreement while you're still at the kitchen table — no momentum loss or follow-up email required.
Trade-specific content, automatically: A siding pitch page or a product-specific addendum only shows up when the estimate actually includes that trade or template. The wrong content never reaches the homeowner.
Everything in one place: Proposal delivery, contract signing, and audit trail all live in Estimation — no separate tools, no file management, no chasing down signatures after the appointment.
Frequently asked questions
Click the expand arrows to reveal or collapse information.
Can I add a second signer after the proposal has already been sent?
Can I add a second signer after the proposal has already been sent?
No, a second signer cannot be added after the proposal is sent.
What does the homeowner see when they receive the proposal by email?
What does the homeowner see when they receive the proposal by email?
The homeowner receives an email with a link to the proposal. They can review all pages, initial the scope, and sign at the end. Once complete, both the homeowner and the rep receive a confirmation email with the signed document.
Can I use my own contract language, or do I have to use a Hover template?
Can I use my own contract language, or do I have to use a Hover template?
The contract page is a blank text editor — you write the content. Paste directly from a Google Doc or Microsoft Word file and your formatting will be preserved.