Cut admin time after a client says yes. See how linked proposals, e‑signatures, and one‑click invoices keep small teams moving and cash flowing.
Ditch the paperwork and reclaim your time with Donizo.
Contractors across Europe trust Donizo to handle their quotes and invoices while they focus on what they do best: their craft.
You finally get the “we’re in” from a client… then lose an evening rebuilding the same scope as an invoice. Sound familiar? Many contractors find the handoff from proposal to invoice is where momentum—and margin—goes to die. In this deep‑dive, we’ll break down a cleaner flow: capture the work with voice, send a clear proposal, get a legal e‑signature, and convert it to an invoice in one click. You’ll see exactly how it works in Donizo, what to watch for, and what results small teams are getting.
In general, small contractors spend 5–8 hours a week on admin. A big slice is post‑acceptance: rebuilding documents, renaming PDFs, and hunting who’s approved what.
| Step | Current State | Improvement |
|---|---|---|
| Capture Scope | Notes/photos scattered across phone and paper | Voice, text, and photos captured into one proposal draft |
| Send Proposal | Email attachments get buried | Branded PDF plus client portal access |
| Approvals | Print/sign/scan delays | Legal e‑signature in minutes |
| Invoice | Retype every line | One‑click conversion, no retyping |
| Payment Status | Manual lists and guesswork | Central tracking on the invoice |
Contractors often report that retyping alone introduces a few line mistakes per month; linked documents remove that failure point altogether.
If you want the full “Yes → Invoice” flow, you’ll be on Ascension or Autopilot because invoicing and payment tracking live there.
In general, this on‑site capture replaces a 20–40 minute office session later. Many contractors find it also reduces missed scope that turns into unpaid extras.
Contractors often report that branded PDFs and photos reduce clarification emails by a third or more, and decisions show up faster when clients aren’t confused.
It’s common for e‑signatures to cut approval time from days to hours on small jobs. Many teams see more same‑day approvals when proposals go out before you leave the site.
Many contractors save 30–60 minutes per accepted job here alone. More importantly, copying the scope 1:1 eliminates the classic “forgot that line” mistake.
Teams commonly save 15–30 minutes per week just by centralizing invoice status and not digging through threads to see who’s paid.
Problem: Owner spent nights retyping accepted proposals into invoices; two or three small line errors each month caused awkward calls.
Solution: Capture scope by voice and photos, send same‑day, e‑signature, convert to invoice.
Outcome: Proposal decision time moved from 2–3 days to within 24 hours on most small jobs. In general, 45–60 minutes saved per accepted job. Zero invoice retype errors over the first month.
Problem: Same‑day calls turned into next‑week starts because the acceptance and billing lagged.
Solution: Voice to Proposal at the panel, client signs before the tech leaves, one‑click invoice on the drive back.
Outcome: Many tickets closed same‑day. The team reports admin time trimmed by roughly 2–3 hours weekly and fewer “Can you resend that?” emails.
Problem: Too many “What exactly is included?” texts after sending quotes.
Solution: Add before photos in the proposal and brief notes on prep and two‑coat system; e‑signature; instant invoice.
Outcome: Clarification messages dropped significantly. Approvals and first payments lined up faster because expectations were set visually.
In general, contractors who standardize their proposals and send within 24 hours see decision times compress and fewer follow‑up calls.
Yes. It’s common for homeowners to prefer digital signatures—no printing and scanning. Donizo’s e‑signature is legally binding, and contractors often see approvals move from days to hours because the process is simple.
The Discover (Free) plan covers proposals and e‑signature with PDF export (watermark). Invoicing and payment tracking are available on the Ascension and Autopilot plans.
Create a revised proposal and have it signed digitally so scope stays clean. Then convert the accepted version into the invoice. Keeping signatures tied to the exact scope reduces disputes.
After converting the accepted proposal to an invoice, set your due dates and staged amounts as needed. Many contractors create an initial invoice for the deposit, then subsequent invoices as milestones are reached, tracking each status in Donizo.
On paid plans, yes—your logo and company details appear on proposals. Free plan PDFs include a watermark; upgrading removes it and unlocks additional tools like templates and analytics.
When you cut out retyping and keep proposal, signature, and invoice linked, jobs start faster and cash shows up sooner. The flow is straightforward: capture by voice and photos, send a clear proposal with client portal access, get the e‑signature, then convert to an invoice in one click and track payments in one place. If you’re ready to stop rebuilding documents and start closing same‑day, try it in Donizo. The time you save this week can be spent on billable work—not on copy‑paste.
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