Jetbuilt offers Enterprise users the option to require proposals to be approved by a manager before they are sent out.
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With this option, companies can designate specific users as Managers, and only Managers can move projects into the Proposal stage to render reports once they are approved.
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Managers also have the exclusive permission to move project stages backwards.

Navigate to Settings > Company > Defaults and you will find a checkbox there titled "Projects Require Manager Approval." Select this checkbox, then scroll down and click "Update Workflow Options" to save this change to your account.

In Settings > Company > Team, you can edit User Permissions to assign a user as a Manager. Click on the user you wish to modify, then toggle the Control Projects (Manager) checkbox.

Users without the "Control Projects (Manager)" permission can create, populate, and edit projects as they always have. They can move projects forward through the stages as needed, up to the Estimate stage.
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In the Estimate stage, users can render a watermarked report. This allows them to view how it will look, and make changes as needed. Every page within the report will carry this watermark until the project is moved to the Proposal stage.

Once the report (i.e., proposal/quote) is ready to send to the client, users can request manager approval by moving the project to the Proposal stage.

Go to the Overview page and click "Move" to change the project stage.

This will open a window in which you can select a Manager to 1) approve the project, then 2) move the project into the Proposal stage.

The selected Manager will receive a "Project Approval Request" Sales Task to approve the project, along with an email alert.

Managers can then take a look at the project while it's in the Estimate stage to verify line items, costs, margins, scope of work, and more. When the Manager is ready, they can move the project into the Proposal stage.

In the Proposal stage, the project will be locked for editing. There will be a blue message bar at the top of the Builder to indicate that the project is locked in the Proposal stage.

Users can now render a report without the "PROOF" watermark to send to the client. This process ensures that the project in Jetbuilt matches the report/proposal the client receives.

If the client comes back with requested changes, users can move the project to the Revisions stage to allow for editing.
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To do this, go to the Overview page and click "Move," then click "Revisions."
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This will automatically prompt users to create a new version of the project so everyone has a record (i.e., a previous version) of what was initially proposed.
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In the Revisions stage, the project is unlocked and users can make changes as needed. Once the revisions are complete, users can once more request Manager Approval to render a new report by moving it back to the Proposal stage.
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Projects can go back and forth between the Proposal and Revisions stages as many times as needed until the client is satisfied. Once the revisions are complete and the client signs off, the project can move to Contract stage and beyond.

We hope this helps! If you have any questions, please reach out to us in Support chat 🙂
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