When working with Proventa Construction on a residential, commercial, or industrial project, reviewing and approving your documents securely is streamlined through our online client portal. This guide explains how to inspect your estimates, review contracts, and apply digital approvals without needing physical paperwork.
1. Receiving Your Estimate or Proposal
Once our team completes your project consultation and scope evaluation, we generate a detailed, itemized estimate or proposal in our system.
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You will receive an automated email notification containing a secure direct link to view your proposal.
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Alternatively, you can log in directly to your client portal at crm.proventaconstruction.com/authentication and navigate to the Estimates or Proposals tab.
2. How to Review Your Estimate
When you open an estimate or proposal inside your portal, you will see a transparent breakdown of your project:
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Line-Item Details: Review specific materials, labor allocation, specialized trade requirements, and design fees.
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Pricing and Taxes: Verify total costs, unit quantities, and applicable regional taxes (such as Ontario's 13% HST).
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Scope and Terms: Read through the attached scope of work, expected deliverables, and initial milestone requirements.
3. Approving and Signing Digitally
Perfex CRM allows you to approve and sign agreements directly online, making the process legally binding and efficient:
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Scroll to the bottom of the open estimate, proposal, or contract page.
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Review the terms and conditions outlined in the agreement.
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Click the Accept / Sign button. A signature pad will appear on your screen.
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Draw your signature using your mouse, touchscreen, or trackpad, type your full legal name, and click Confirm Signature.
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Once submitted, a time-stamped digital copy is automatically saved to your client portal for your permanent records, and our team is instantly notified to begin the next project phase.
4. Accessing Your Executed Contracts
After an estimate or proposal is fully approved and converted into a project phase:
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Navigate to the Contracts tab in your portal sidebar.
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Here, you can view, download, or print official work agreements, warranties, and scope documents associated with your build at any time.
If you have any questions regarding line-item breakdowns or need adjustments made to your estimate before signing, please submit a support ticket through your portal or contact our team directly at proventacon@gmail.com.