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.
- Change ordersAdd or take off work after a quote is signed. Your customer approves and e-signs the change, and the job and what's left to invoice update.
- 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.
- Sales tax rates and labor that isn't taxedSet up your tax rates, choose whether labor is taxed, and mark any line taxed or not. Quotes, invoices and PDFs show what's taxable and each tax.