Send a quote with a clear scope, price and version.
Build quotes with clear service lines, options, exclusions and expiry dates.
How to build your proposal and quote builder
Describe the job
Build quotes with clear service lines, options, exclusions and expiry dates.
Review the first version
Choose how the sales coordinator records the customer request and how the quote reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Quote QT-091 through the handoffs.
Inspect the inputs, review decision and unresolved exception in this fictional operating example.
Proposal and quote builder example
- Record
- Quote QT-091
- Request
- Cedar branch setup
Current stage · Sales coordinator
Turn the request into priced lines
A fictional coordinator prepares a branch setup quote with a survey at 300 USD and three setup units at 300 USD each, giving required lines of 1200 USD.
Read the full walkthrough
Turn the request into priced lines
A fictional coordinator prepares a branch setup quote with a survey at 300 USD and three setup units at 300 USD each, giving required lines of 1200 USD.
- Record:
- Quote QT-091
- Request:
- Cedar branch setup
Separate an optional service
A 200 USD follow-up visit stays optional. The reviewer checks the scope and excludes electrical installation before sending the proposal for review.
- Record:
- Quote QT-091
- Version:
- 2
Keep the revised version visible
The customer requests a different setup date. The coordinator creates version 2 and keeps the earlier version in history rather than changing what the customer previously saw.
- Record:
- Quote QT-091
- Required lines:
- 1200 USD
Record acceptance against that version
The customer accepts version 2 without the optional visit. The accepted scope remains 1200 USD before any separately reviewed taxes or fees; a later scope change needs a revised decision.
- Record:
- Quote QT-091
- Optional service:
- 200 USD
What to include in your proposal and quote builder
Keep the customer request in context
Keep customer request, quote reference, version, service line, quantity, unit price, optional service, scope exclusion, valid until and response together so the next person can understand the request or record.
When the next step needs a decision
A sample coordinator prepares a branch setup quote with a survey at 300 USD and three setup units at 300 USD each, giving required lines of 1200 USD. A 200 USD follow-up visit stays optional. The reviewer checks the scope and excludes electrical installation before sending the proposal for review.
Keep response visible
Keep the accepted version distinct from a revised quote still awaiting a reply.
Choose what each person needs
Give the sales coordinator a working view and the quote reviewer a review view. Keep customer request and quote reference attached to the decision as the work moves between them.
Questions about proposal and quote builder
Start with customer request, quote reference, version, service line, quantity, unit price, optional service, scope exclusion, valid until and response. Describe who enters the information and who reviews the next step.