Quotes & e-signatures
Build quotes with options, send them, get them signed and track your pipeline.
- Build a quoteAdd a title, customer, scope of work, line items and photos, then set tax, discount and deposit.
- Choices and optional itemsLet your customer pick one option (like three faucets, each with a photo) and tick optional add-ons before they sign.
- Send a quote and track itEmail a quote to your customer, resend it, or copy its link, and see which quotes are drafts, sent, signed or expired.
- E-signatures and signing in personHow your customer signs a quote online, what the signed record includes, and how to get a signature on your iPhone or iPad at the job site.
- Deposits, expiration and revisionsAsk for a deposit when your customer signs, set how long a quote is good for, and send a revised copy.
- Quote templatesStart a quote from a ready-made starter for your trade, with common line items and optional upgrades already filled in.
- Product catalogSave the items and services you quote often, with prices, and add them to any quote in a couple of taps.
- Set your quote defaultsChoose the sales tax, deposit, how long quotes stay valid and the payment terms every new quote starts with.
- The sales pipelineSee every open request and quote on one board by stage, with its value, what to do next, and which ones you lost and why.
- High-value quote alertsGet a phone alert and an email the moment a big quote is opened or signed, or when it's gone quiet, so you can call at the right time.