Proposals and quote options

Show what the customer
is choosing.

Present assessed work as a professional quote packet with meaningful alternatives. Keep the scope, measurements, price breakdown and customer response together so the office knows which work to arrange next.

Order Now

Office example: prepare a quote packet with distinct scope options.

Build the customer's decision

A complete proposal starts with a defined scope.

Create or edit a manual quote for an existing or new customer and property. Add services and custom work, retain the notes explaining what is included and organize the alternatives you want the customer to consider.

A repair choice, an installation option and a larger project can use the same proposal capability. Each quote carries the details relevant to that job rather than a generic description beside another total.

Explore the assessment behind the proposal

Include the measurements: Attach measurement information so the customer can see the quantities or property areas relevant to the proposed scope.
Explain the price: Build line-item and price breakdowns that describe the work. Keep each option's own scope and price available for review.
Set timing and expiration: Define the quote's timing and validity, giving the customer schedule context and a clear period in which to make the decision.
Prepare the customer-facing packet: Group multiple options into a professional presentation, preview the result, generate the PDF and send the quote.

Make differences between options understandable.

Alternatives work when the customer can see what changes. Present different inclusions, service levels, materials or assessed work as individual options with the context behind their prices.

The essential work

Define the proposed scope and its supporting line items. Measurements and notes give the customer a basis for understanding what the work covers and what your team intends to deliver.

One well-defined option is appropriate when there is one clear proposal. Multiple options remain available when the sale benefits from a choice.

Define one option’s quoted work, line price and customer preview.

A considered alternative

Build another option with its own scope and pricing. Customers can compare the proposed work without losing the common customer and property context of the quote packet.

Configured complex estimating tools can support the underlying calculations with components, material definitions, labor assumptions and maintained rates.

Explore structured estimating

Protected customer review

Let the customer consider, download and respond.

The public manual-quote experience opens with identifying information and an access code. Customers can review the packet without separating the proposal from its protected quote context.

Quote PDF first-page preview. The protected customer response screen is a separate workflow.

Review the whole offer.

Customers see available options, their price breakdowns, property measurements, schedule information and expiration. The PDF can be downloaded for consideration alongside the online presentation.

Record an explicit response.

The customer can accept or decline individual options and include a response note. The office reviews that response against the quote that was issued.

Keep the assessment relationship visible.

When the proposal follows an in-person visit, customers can access the issued quote from the supported status path. Existing customers also retain their quote-visit context in the account.

Explore the customer account

From decision to delivery

The selected option becomes the office's reference.

Manual quote acceptance records the customer's choice and prompts office follow-up. Your team then schedules accepted work or continues into the appropriate order and invoice workflow.

The proposal gives that follow-up a defined scope. The office can arrange appointments and staff assignments while retaining the customer, property and selected service context.

Explore scheduling the work