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.

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Proposal alternatives show the difference in included workIllustrative project proposal E-901 at 88 Meadow Way compares bed preparation and mulch placement over 216 square feet for 300 dollars or 360 square feet for 480 dollars. Both options use a three inch application depth. The two shapes use the same scale in each responsive composition, so the increased included area is visible. No response is recorded.E-901 / 88 MEADOW WAY / PROJECT PROPOSALA / Assessed bed216 sq ft18 × 12 ftBed preparationMulch placement · 3 in depthDefined area and depth retained$300One proposed project scopeB / Extended bed360 sq ft20 × 18 ftBed preparationMulch placement · 3 in depth144 sq ft more included work$480Separate scope and priceIllustrative CAD quote options · same plan scale · no customer response recordedE-901 / 88 MEADOW WAYA / Assessed bed216 sq ft · 18 × 12 ft$300B / Extended bed360 sq ft · 20 × 18 ft$480Same 3 in depthBed preparation + mulch · illustrative CAD proposal
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.

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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.

Repairing the middle section and replacing the whole frontage are distinct optionsQ341 for 72 Oak Lane offers repair of the middle twenty-four feet of a forty-foot front gutter for 180 dollars, or replacement of the entire forty-foot frontage for 320 dollars. Each composition uses the same scale for both alternatives; the repair begins at eight feet and ends at thirty-two feet. Prices are illustrative CAD.Q341 / 72 OAK LANERepair or replace?A / Repair24 ft of the 40 ft frontMiddle section · 8–32 ft$180B / ReplaceEntire 40 ft front$320Illustrative CAD options · same scaleQ341 / 72 OAK LANECompare the work included.A / Repair the middle 24 ft8–32 ft of the 40 ft front gutter$180B / Replace the full 40 ftEntire front gutter included$320Illustrative CAD alternatives · same measured frontage, different proposed workQ341 / 72 OAK LANERepair or replace?A / Repair the middle 24 ft8–32 ft of the 40 ft front$180B / Replace the full 40 ftEntire front gutter included$320Illustrative CAD alternatives · same measured frontage

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.

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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.

A customer response remains attached to the reviewed proposal scopeProtected proposal Q341 for 72 Oak Lane retains assessment QV341 by Riley on September 8 from 11:03 to 11:27. Option A, the middle twenty-four foot front-gutter repair for 180 dollars, was accepted at 14:10. Option B, full forty-foot replacement for 320 dollars, has no response. Taylor reviews the accepted scope at 14:25; scheduling, order and invoice follow-up remain pending. No payment or agreement signature is implied.PROTECTED PROPOSAL / Q34172 Oak LaneAssessment QV341 · Riley · September 8CUSTOMER ACCEPTED / 14:10Option A · 24 ft repair$180Middle 8–32 ft of the 40 ft front gutterThe selected extent stays with the decision.Option B · full replacement · $320No responseOFFICE FOLLOW-UP / 14:25Taylor reviews the accepted work.Scheduling, order and invoice follow-up pending.Illustrative CAD quote history · customer choice retained with its scope

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.

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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.

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