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Quotes & Estimates
Build quotes, offer options, collect signatures, and turn a yes into work.
Product copy says Quote everywhere. Statuses you will see: Draft, Sent, Approved, Declined, Expired, and Void.
Start with Send a Quote. The quotes list uses the same Filter and Share a List band as invoices (Status, Sent dates, Valid until, Sort).
To quote a whole book at once, run a quote campaign. If what you send each spring is a sign-up packet with a respond-by date, printed copies for customers without email, and one signature for the agreement and any permit, run a season sign-up and read what customers see.
- Send a QuoteBuild a draft quote from your price book, send it to the customer, and record a yes from the portal or the phone.
- Run a Quote CampaignSend one priced quote to every customer in a batch — renew last season's book with an increase, or quote a new service to a segment — with a review and a pre-send checklist before anything goes out.
- Run a Season Sign-UpSend every customer this year's program with a respond-by date, print packets for the ones without email, remind the rest, key the paper forms that come back, and track it all on the Sign-Up Board.
- Season Sign-Up: What Customers SeeThe one page your customers get from a season sign-up campaign - by email, text, or printed packet - from the program and prices to the one signature that signs the agreement and any permit.
- Price a Renewal Campaign From Last SeasonCarry last season's per-site prices into a quote campaign, set the increase and rounding for the batch, correct for customers who signed up late, and read each site's history before you approve.
- Visualize an Upgrade on a Customer's SiteRender a customer's own site photo with an upgrade you sell — a fountain, a dye program, a clean pool, a thick lawn — and attach it to the quote line they can accept.
- Set Invoice Options on a Quote CampaignChoose when the contracts from a quote campaign create invoices, and understand which template the schedule comes from when you have more than one.
- Edit a Quote Campaign Before It SendsChange a campaign you have already built — what you can fix without touching the staged prices, and what forces a rebuild.