Advanced quoting tools help you build flexible, visual, higher-converting quotes. Use them to show clients clear options, explain value, protect margin, and make approval easier.
Open Quotes.
Tools to use together
Strong quotes often combine several tools:
- Optional line items for add-ons and packages.
- Line item images for products, property photos, examples, and materials.
- Text blocks for scope notes, package explanations, warranties, and terms.
- Markups for pricing from cost and margin.
- Deposits for upfront commitment.
- Payment schedules for larger jobs.
- Advanced quote customization for introductions, attachments, image galleries, reviews, and branded presentation.
Use only the tools that help the client make a decision. A quote should feel complete, not crowded.
Boost revenue with optional line items
Optional line items let clients add work to the quote during approval.
Use them for:
- Add-on services.
- Recommended repairs.
- Product upgrades.
- Additional visits.
- Premium packages.
- Optional materials.
Optional items are useful when the client asked for one service but your team sees related work that would make the outcome better.
See Optional line items for setup details.
Build packages
Package-style quotes help clients compare options.
A common structure is:
- Add text explaining the choices.
- Add one optional line item for each package.
- Use clear names such as Essential, Plus, and Premium.
- Include descriptions of what each package includes.
- Add images when product or finish choices matter.
- Preview as client before sending.
Packages work well for clients who want control over budget while still seeing the value of higher-scope options.
Make quotes visual
Line item images make scope easier to understand.
Use images to:
- Show the exact area of work.
- Mark up site photos from an assessment.
- Show product choices.
- Show materials or finishes.
- Show before-and-after examples.
See Line item images on quotes for client view and conversion behavior.
Add explanatory text
Text blocks help organize the quote without adding price.
Use text to:
- Introduce optional choices.
- Explain what is included.
- Clarify exclusions.
- Add warranty notes.
- Add terms of service.
- Explain why a recommendation matters.
See Adding text to quotes for how text behaves after conversion.
Understand costs and margin
Markups help sales users price products and services from cost while keeping margin visible internally.
Use markups when:
- Material costs change.
- Labor cost needs to be protected.
- The team discounts line items.
- Managers want visibility into estimated margin.
Clients see the final price, not your cost or markup. See Markups on quotes for margin details.
Close more leads with follow-up
After sending a quote, use follow-up tools to keep the opportunity moving.
Good follow-up practice includes:
- Sending the quote quickly after the request or assessment.
- Checking whether the client opened or responded.
- Following up after a set number of days.
- Revising the quote when changes are requested.
- Converting approved quotes promptly.
Use Quote approvals for approval workflows and Quote list page and key metrics for list review.
Review quote performance
Use Quotes Conversion Report to understand which quote formats, services, salespeople, and follow-up patterns win work.
Track:
- Sent quote value.
- Converted quote value.
- Conversion rate.
- Salesperson performance.
- Deposits collected.
- Changes requested.
Use those patterns to improve templates, optional items, pricing, and client messages.