Quotes & e-signatures
Build quotes with options, send them, and get them signed.
- 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.