Quotes & Proposals
Win more work with polished proposals
Create itemized quotes linked directly to site findings. Clients can view, accept, or request changes online. Every quote links back to the original assessment — no re-entry.
Start Free TrialFrom findings to quote in minutes
Once you've completed a site assessment, import all your findings as quote line items with one click. Prices from the assessment carry forward. Add taxes, mark items as optional, and send — no reformatting required.
Import findings from assessment as line items in one click
Optional line items — clients can opt in or out
Multiple tax rates per quote
Revision tracking on all quotes
Status workflow: draft → sent → viewed → accepted / rejected / expired
Valid until date with automatic expiry
Terms and conditions (rich text)
Customer notes and internal notes
PDF generation with branded layout
Email sharing with PDF attachment
Public shareable link — no login needed for client
Drag-and-drop line item reordering
Auto-generated quote numbers (Q-YYYY-####)
Quote
Q-2024-0031
Flashing replacement (north face)
$680.00Soffit panel repair
$420.00OptionalSealant application — all penetrations
$180.00Total$1,280.00
Client accepted via shared link
Jun 12, 2024 at 2:14 PM · viewed 3 minutes before accepting
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