Sending and signing quotes

This video shows how a quote gets to your client and comes back signed: the Quotes table, the Send window, options, signing in person, PDFs, and what happens when the client signs.

The Quotes table

The Quotes page lists every saved project quote, with the client, project, total, status, documents and owner. Click a row to preview the client quote, the crew and cost sheet, and the order list. The pencil opens the builder, and More has print, duplicate and archive. A quick job's quote lives on the job itself.

Status

Click a status to set it to Draft, Sent or Declined; the builder has Back to draft and Declined too. Signed is never set by hand: it comes from the client signing, or from the deal's Won step.

The Send window

In the builder, click Send. ECHOPS saves the quote and checks it: it needs a deal, a customer name, a priced line, payments that add up to one hundred percent, and a valid-until date. Then fill in the customer's email and name, and up to three CCs.

From and options

Send from is your company's address, with replies coming to you, or your own connected mailbox. If the deal has other open quotes, tick them under Quotes on the link, then choose They pick one, for good, better and best, or They pick any, for separate pieces of work.

PDFs and the note

Under PDFs with the email, the quote is attached, and you can add the deal's contract or design retainer. Write the note with AI offers The proposal, Invite to meet, and Thank you and next steps, or type a few words. Correct fixes spelling and grammar only.

Three ways to send

Then pick how it goes. Send email emails the link. Make a link to copy gives you a link to text or paste. Sign here now opens it on your device, so a client sitting with you signs on the spot. A link sent before for this deal stops working. Already handed it over another way? Click Mark sent.

What the client sees

The client sees your proposal and your note, picks an option, and signs: their full name, typed or drawn, and a box to agree. They get a copy by email, and the same link always opens their signed copy. The page also has Print or save as PDF.

Opened

Back in the builder, a strip shows when it went out, and how many times it's been opened, with Copy link, Open and Stop link. The first time the client opens it, you get an email and a notice, and the deal moves to Email opened.

Signed

When they sign, you get an email and the deal goes Won. The signed quotes' total becomes the deal value, the other options are marked Not selected, and the team hears about it in Team chat. A signed quote can't be edited anymore.

When a client is ready at the kitchen table, use Sign here now, and the deal is won before you leave. Next: Deals and handoff.