Proposal summary
Use the quote template when you want to show what you plan to deliver, the quantity, and the rate before locking in an agreement. The layout makes totals bold so prospects can see final pricing instantly.
Template
Outline work and pricing before the project begins
Use the quote template when you want to show what you plan to deliver, the quantity, and the rate before locking in an agreement. The layout makes totals bold so prospects can see final pricing instantly.
Add a validity window, payment terms, or a little narrative about discounts. The notes area is perfect for clarifications or next steps.
Once the client accepts, copy the quote data back into the builder, switch to the invoice type, and issue a formal invoice with the same line items.