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Building your first proposal

A clean, signable document your customer opens from a link. Four moves.

A Quotrr proposal is a clean, signable document your customer opens from a link. Building one takes four moves.

Start from the job

Open the lead or job you are quoting and create the proposal against it. The record stays in one place from quote to completion, so nothing gets re-entered later.

Pull line items

Pull line items from your price book. Edit quantities and prices for this one proposal without touching the saved book. Group items into categories so the customer reads a clear scope, not a wall of numbers.

Lock or open the options

You decide whether the customer can adjust optional line items on the proposal page. Locked keeps the number yours. Open lets the homeowner build their own scope from the options you chose to offer.

Send the link

Send it by email or text. The customer opens it, reads the scope, and signs. No app, no account. What happens at that moment is covered in When a customer signs.

Once it is out, the seven-touch follow-up cadence can keep it warm so you are not the one who forgets.