Frequently asked questions

Can I save an incomplete proposal?

Yes. Select Save Draft. Finalization has required fields and review checks, but drafts may remain incomplete.

Can I present fewer than three options?

Yes. Choose one, two, or three active options. Default labels are Recommended; Good and Better; or Good, Better, and Best.

Does product import set the customer price?

No. In the released workflow, product import assists with equipment information, specifications, warranty language, and images. The contractor enters the customer-facing price separately.

Can I trust every imported field without review?

No. Imports may be partial, sources may conflict, and warranty language can differ across system components. Review and edit every customer-facing fact.

Why did my uploaded image disappear after reopening?

A manual file upload is temporary and lasts only for the current browser session. Use a supported saved product image URL when the image must persist.

Can the customer edit or accept the proposal online?

No. The customer page is read-only, and online acceptance or signature is not implemented. Use your approved acceptance process.

Does Print Preview create a PDF attachment?

No. It opens the browser print flow. You may select the browser’s Save as PDF destination, but Hawkeye Estimates does not generate or email a server-created PDF.

Why did an older customer link not update?

Secure links contain immutable snapshots. Save and finalize the revised proposal, then use Regenerate Link and send the new link.

How long does a customer link work?

It expires 30 days after creation unless it is revoked first.

Why is Text Proposal disabled?

The action requires a valid saved U.S. mobile number and recorded consent for that exact recipient. If SMS controls are absent, the approved sender is not enabled for that installation.

Does a Sent text mean the customer received it?

Not yet. Sent means the provider accepted the request. Delivery history changes to Delivered only after a verified delivery update.

What if email is unavailable?

Use Copy Customer Link with an approved delivery method. Email requires completed sender configuration for the installation.

Can I recover an archived proposal?

Yes. Switch Records to Archived on the dashboard and select Restore. Archived proposals are read-only until restored.