Quote System| Quote ID | Client | Service | Monthly | One-Time | Status | Created | Actions | |
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| Person | Quotes | Signed | Conv % | Total Value | Avg Signed | Avg Quote |
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| ID | Name | Description | Monthly | One-Time | Active | Actions |
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Edit the terms and conditions for each service type. These will automatically appear on quotes based on the services selected.
Search for a contact in the CRM and send them a text message. Perfect for sending quote links when you don't have an email address.
Phone numbers that have requested not to receive SMS. They won't get any automated reminders.
Manage who can create quotes. Emails will be sent from their address (must be set up as an alias in Gmail).
| Name | Status | Actions | |
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Select which sequences to show when creating quotes. Uncheck sequences you don't use to keep the list tidy.
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Set which sequence auto-selects when creating a quote for each service. Users can still change it.
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Manage terms and conditions templates for each service type.
| Service Type | Preview | Actions |
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Manage all service pricing from one place. Changes apply to all new quotes.
| Tier | Monthly | Setup |
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| Tier | Monthly | Setup |
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| Tier | Monthly | Setup |
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| Tier | Monthly | Setup |
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Additional services that can be added to quotes
| Add-on | Price | Type |
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| Add-on | Price | Type |
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| Add-on | Price | Type |
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| Level | Monthly |
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| Option | Monthly |
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| Service | Price | Type |
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Manage upsell options shown on quotes. Delete unused upsells to keep the list clean.
| Name | Price | Description | Status | Actions |
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Sender: -- | Contact: --
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