Send a quote and get it signed
Where a quote starts, what the client actually sees, and what is recorded the moment they accept it.
A quote starts from a customer
Never from a blank page, and that is on purpose: a quote written without a customer has no property, no measured areas and nowhere to send itself.
- Open the customer, and start a quote against the property.
- Add the lines.A quote with no lines is a price of zero somebody could accept, so it will not send.
- Send it.The client gets a link to their own page.
Finding one again
Quotes lists what is out and what has gone quiet, which are the two questions an owner asks most often. Before that screen existed a quote was reachable only from the customer who owned it, and any other way of looking for one had nowhere to start.
What the client sees
Not an email with a PDF stapled to it. A page in your branding, showing the price over a photograph of the property it is about, with their own original request and any pictures they sent still attached.
It lives at a stable link, because it travels — the message announcing it carries that link, and somebody may open it a week later on a different phone.
Options
A quote can carry tiers, and the client picks one. They cannot accept without choosing: the product refuses rather than quietly assuming the cheapest.
Accepting
The client types their name and accepts. What is recorded alongside it is the point — the typed name, the time, the address it came from and the browser it was signed in. That is what answers “I never agreed to that” six months later without a phone call.
A quote that has already been answered, has been withdrawn, or has run past the date you held the price to cannot be accepted. The client is told which, rather than being handed an error.
And then the work exists
Where the accepted option was priced from a drawing, signing it opens the project with the drawing and its measured quantities already attached. Nobody has to re-type the takeoff, and nobody can re-type it differently.