Hey DripJobs Community,

February brought some exciting new capabilities to help you close more deals and work more efficiently. We focused on giving your customers better visibility, making your integrations smarter, and adding flexibility where you need it most. Check out what's new! 👇

🎨 Complete Customer View Redesign

Brand New Proposal Customer View

We completely redesigned the proposal customer view with a modern, professional look that helps you close more deals.

What's new: The entire customer-facing proposal experience has been refreshed with a cleaner, more polished design that makes your proposals stand out and builds trust at every step.

✅ Modern, clean design that looks premium
✅ Professional presentation that reflects well on your brand
✅ Better visual hierarchy guides customers through your proposal
✅ Mobile-optimized for perfect viewing on any device

Why it matters: First impressions matter. When a customer opens your proposal, they should immediately see a professional, trustworthy business. This new design does exactly that—turning proposals into powerful closing tools.

📸 Proposal Hero Image

Add a stunning hero image to the top of your proposals to make an immediate visual impact.

What's new: You can now set a custom hero image that appears at the top of your customer-facing proposals, setting the tone and showcasing your brand or work right from the start.

✅ Grab attention immediately with visual appeal
✅ Showcase your best work or brand identity
✅ Create a memorable first impression
✅ Professional presentation that builds credibility

Why it matters: Proposals with strong visuals get more engagement. A hero image transforms your proposal from a document into an experience that customers remember.

Action required: Upload your hero image in Customer Portal settings to start using this feature!

🛡️ Proposal Trust Builders

Build credibility instantly with trust indicators displayed prominently on your proposals.

What's new: Add up to 3 trust builders (like years in business, projects completed, certifications, awards, or guarantees) that appear on your proposals to establish credibility before customers even read the details.

✅ Establish credibility immediately
✅ Differentiate yourself from competitors
✅ Address common buyer concerns proactively
✅ Professional presentation of your credentials

Why it matters: Trust is the foundation of every sale. Customers want to know they're working with an established, credible business. Trust builders give them that confidence at the exact moment they're evaluating your proposal.

Action required: Complete all 3 trust builders in your settings for them to appear on proposals. Go to Customer Portal settings to set them up!

⭐ Proposal Social Proof Banner

Showcase your reputation with a dedicated social proof banner featuring your reviews and ratings.

What's new: Display your star rating, review count, and a featured customer testimonial in a prominent banner on your proposals. This social proof appears right where customers are making their decision.

✅ Leverage your reputation to close more deals
✅ Build trust with real customer testimonials
✅ Stand out with visible proof of quality work
✅ Reduce buyer hesitation with social validation

Why it matters: 95% of customers read reviews before making a purchase decision. Having your social proof front and center on proposals dramatically increases conversion rates by showing prospects that others trust you.

Action required: Fill out all 3 social proof fields (star rating, review count, testimonial) in your settings for the banner to appear on proposals!

📦 Package Area Details Are Now Expandable

Customers can now tap any area inside a package to see the full scope — surfaces, items included, and notes — in a clean detail popup.

What's new: Previously, package area rows were static with no way to view details. Now customers can explore exactly what's included in each area without calling you.

✅ Customers see exactly what they're getting
✅ Fewer follow-up questions during proposal review
✅ Faster closes with more confident buyers

Why it matters: Transparency builds trust. When customers can explore what's included without calling you, they're more likely to move forward quickly with confidence in what they're buying.

Action required: None! Live for all proposals using package pricing.

🔗 Integrations

📞 QUO Integration - Centralized Call Tracking

Keep all your customer communications in one place with our new QUO integration.

What's new: The QUO integration automatically syncs all your customer calls and transcripts directly into DripJobs, giving you a complete communication history without switching between platforms.

✅ All customer calls recorded and stored in DripJobs
✅ Full call transcripts for easy reference
✅ Complete communication history in one place
✅ Better context for every customer interaction
✅ No more switching between systems to find call records

Why it matters: When you're following up with a customer or handling a service issue, having instant access to past call history and transcripts is invaluable. This integration ensures nothing falls through the cracks and your entire team has the context they need.

Action required: Connect QUO in Settings → Integrations to start syncing your calls!

🎓 Training Opportunities

Want to get the most out of DripJobs? Our team offers refresher sessions to help you master the platform. Whether you need a general overview or want to dive deep into specific features, we've got you covered!

📍 General Refreshers – Perfect for brushing up on DripJobs fundamentals or getting new team members up to speed: Schedule Here

📍 Expert Deep Dives – Advanced sessions on specialized topics:

• Zapier Setup – Automate your workflows

• Production Rates – Master accurate estimating

• Job Costing – Track profitability like a pro

📖 Helpful Resources

📌 Need help with a specific topic? Check out our Help Center!
📌 Questions about these updates? Reply to this email and we'll get you sorted.

That's a wrap for February! We're especially excited about the new proposal customer view — it's a game-changer for closing deals. March is already packed with improvements, so stay tuned! ✌️

— The DripJobs Team