Quotes

Build, send, and follow up on quotes, including multi-option packages, deposits, and e-signatures.

6 articles1 topicsOwner/Admin

Common tasks in this section

Create and send a quote Good / Better / Best options Deposits and payment schedules Follow up, resend, revise When a customer approves Invoice an approved quote Change orders Quote did not send

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QuotingOwner/Admin

Create and send a quote

Build a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.

QuotingOwner/Admin

Offer Good / Better / Best options on a quote

Turn a quote into up to three packages the customer chooses between when they approve, each with its own services, price, and deposit.

QuotingOwner/Admin

Follow up, resend, revise, or expire a quote

What Zentive does automatically after a quote goes out, how to resend by email or text, handle a decline or change request, revise an accepted quote, and reset the share link.

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Quoting

6 articles

Create and send a quoteBuild a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.Offer Good / Better / Best options on a quoteTurn a quote into up to three packages the customer chooses between when they approve, each with its own services, price, and deposit.Follow up, resend, revise, or expire a quoteWhat Zentive does automatically after a quote goes out, how to resend by email or text, handle a decline or change request, revise an accepted quote, and reset the share link.What happens when a customer approves a quoteThe signature record, the job Zentive creates, the deposit invoice, the confirmation email, and what you need to do next.Invoice an approved quoteCreate an invoice straight from an approved quote with Create Invoice, resume a draft, or bill it in stages against the quote's payment schedule.Change orders: add or change work after approvalUse Change scope on a job to add work, change a price, or update instructions after approval; the customer approves it and it flows into the invoice, across a series if you choose.

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Start 1Quoting

Create and send a quote

Build a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.

Start 2Quoting

Offer Good / Better / Best options on a quote

Turn a quote into up to three packages the customer chooses between when they approve, each with its own services, price, and deposit.

How to use this section well

The quote builder's Review & send section lists exactly what is missing before a quote can go out.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

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