Quotes are how leads become customers. Build one with line items, attach photos, set terms, and send it — the customer e-signs from any device.
What goes in a quote
- Line items with quantity, unit price, and notes.
- Optional packages at different price points so customers choose.
- Photos for context — before shots, reference images.
- Terms, payment schedule, and a signature line.
Send and track
Sending a quote emails the customer a secure portal link. You see when they open it, comment, or sign — no chasing required. Once signed, convert it into a project from the quote.