Sign in to your quotes. Admins see everyone; project managers see their own.
Sign in to your quotes. Admins see everyone; project managers see their own.
Not tied to any customer — reusable language everyone can copy into a quote.
Used on every proposal. Set these once.
Paste anything — a lead email from the website, a text from the customer, or your site-visit notes. Auto-Fill pulls out the customer's contact info, plus any "Task 1 …" lines or $-amounts as tasks. Everything else lands in Other Notes so you can build the quote from it.
Hand the iPad to the customer to accept in person. Check the items they're accepting, then have them draw or type their signature. This prints into the proposal.
Email the customer a private link to review and sign this proposal from any phone — no app or login needed. The link only shows this one proposal.