Quotes, optional items and e-approval

Build the quote

Start from a request or a client. Add catalogue items or custom lines, mark lines optional so the client can choose, and set a deposit if you need one.

Send for approval

The client gets an email with a secure link. They can approve, request changes or decline, and sign on screen. Every approval is stored with the exact version they saw.

Revisions

Once sent, a quote version is locked. Create a revision to change scope or pricing; the client is asked to approve again.

Convert to a job

Approved quotes convert into jobs with the chosen optional items and prices carried over.