Advanced quote customization helps your team present quotes with richer context, stronger branding, and clearer client-facing information. Use it when a quote needs to feel like a polished proposal, not just a list of line items.
Open Quotes.
What advanced customization is for
Use advanced customization to:
- Introduce the proposed work.
- Add a branded header image.
- Include attachments.
- Add project images.
- Showcase reviews or proof points.
- Add footer text.
- Present company values or warranty language.
- Make package choices easier to understand.
These sections help clients understand why the work matters and what makes your team the right choice.
Create a quote with advanced sections
When creating or editing a quote, add the sections that support the proposal.
Useful sections include:
- Introduction: Header image, title, and description that summarize the work.
- Attachments: Files the client should review with the quote.
- Images: A project gallery for site photos, examples, or completed work.
- Reviews: Client testimonials or review highlights.
- Footer: Closing language, guarantee, company values, or next steps.
Use these sections intentionally. A smaller quote may only need a short introduction, while a larger project may benefit from attachments and image galleries.
Introduction section
The introduction sets context before the client reviews line items.
Include:
- A short title.
- A clear summary of the proposed work.
- A relevant header image.
- Any high-level outcome the client should expect.
Use language that helps the client understand the value, not just the task list.
Attachments
Add attachments when the client needs supporting documents.
Examples:
- Scope documents.
- Drawings.
- Inspection notes.
- Material specifications.
- Warranty documents.
- Terms.
- Permits or compliance documents.
Attachments stay with the quote so the client does not need to search through email threads.
Images
Use image galleries for visual context that is broader than one line item.
Examples:
- Site photos from an assessment.
- Before-and-after examples.
- Product examples.
- Project inspiration.
- Marked-up photos.
For line-specific visuals, use Line item images on quotes.
Reviews and credibility
Reviews and proof points help clients feel confident approving higher-value work.
Use them when:
- The client is comparing multiple providers.
- The work is high value.
- The quote includes premium options.
- Trust and reputation matter in the decision.
Keep reviews relevant to the type of work being quoted.
Remove a section
Remove sections that do not help the client decide.
For example, a small repair quote may not need a gallery or long introduction. A large installation quote may need both.
After removing a section, preview as client to confirm the quote still reads correctly.
Use with quote templates
Advanced sections work well in quote templates.
Create templates for:
- Premium packages.
- Commercial proposals.
- Seasonal service plans.
- Inspection-based quotes.
- Large projects.
See Quote templates for template creation and maintenance.
Client-facing settings
Use Custom Fields for structured quote details and Email Templates for delivery messages.
Use Business Profile to keep default client document details, company information, and quote terms current.
Preview before sending
Preview the quote as a client before sending.
Confirm:
- The introduction is clear.
- Images are relevant.
- Attachments are included.
- Optional items are easy to understand.
- Deposits and totals are clear.
- Terms and disclaimers are accurate.
- The quote looks good on desktop and mobile.
Then send the quote for approval.