Quotes + e-signature
Build an itemized quote from your own price book, offer the upgrades you actually want to sell, and let the homeowner approve it from the link — no printer, no PDF, no third follow-up call.
The draft is priced from the services you set up. Anything priced outside your book is flagged before it goes out, and the approval is recorded with the name and the moment.
Quote #1042 · Whitfield
ApprovedSigned “Dana Whitfield” · Tue, May 13 at 6:41 PM. The first signature and its timestamp are the ones that stick, and the upgrade is stored as a snapshot — editing the option later never rewrites what somebody agreed to.
Invented job, invented prices. What is real is the shape: line items from your price book, an upgrade priced as a difference, and a typed signature with its timestamp.
The quote is the start of the job, not a document
An approved quote here already knows the customer, the property, the scope and the photos, because the request it was built from did. So approval is not a file you save and retype somewhere else — it is the same record moving to its next stage, with a deposit to collect and a date to put on the calendar.
✦ INTERACTIVE QUOTE & UPSELL ENGINE
Give homeowners good/better/best package options, optional add-ons, and payment plans they can approve from their phone in seconds.
Step 1: Choose Your Package
Static PDF quotes force contractors to guess what the homeowner wants. With Let’s Get Quoted, customers can customize their tier, add luxury upgrades, and pick payment terms without another phone call.
The quote builder, as it ships
A demo account belonging to an invented landscaping business, captured as it is today. The numbers are made up; everything around them is the product.
Included lines make the price. Optional add-ons sit under them, each one either pre-ticked on the homeowner’s copy or starred as a recommendation — and the total updates live as they take them.
Preview opens the homeowner’s own approval screen — the included work, the add-ons they can take, and the total moving as they do. Nothing has been sent at this point.
Pay in full, a deposit with the balance later, or a 0%-interest plan — a deposit now and equal monthly installments on their saved card. The send toggle is yours: leave it off and nothing goes out automatically, and you get a link to send yourself.
The homeowner sees every amount and every date before anything is charged, and types their name to authorize the installments. They can pay the balance off early with no penalty.
Every amount above is invented. What is real is the shape: included work and optional add-ons on one total, a preview of the homeowner’s copy before anything sends, and a plan they authorize date by date.
What the quote carries
Not modules you switch on one at a time. These are parts of the same record, and each one is there because the stage before it already collected what it needs.
Send a branded quote and get it signed from a phone — no printer, no PDF.
5 of the 87 things the platform does. See all of them.
Instant Printable Estimates & PDF Reports
Need a clean physical estimate or a printable PDF for insurance and commercial property managers? Generate deterministic 1-page estimates and visual inspection check-sheets with your logo and license numbers in one click.
Before you start
It is an electronic signature, and it is recorded the way one has to be: the full legal name the homeowner typed, the moment they typed it, and a lock on the record afterwards. The first signature and its timestamp are the ones that stick — a later edit cannot quietly become the thing that was agreed to.
A change order. The crew photographs what they found, the extra work is priced, and the homeowner agrees to it in writing on the same record — instead of on a phone call two people remember differently.
Not on their own — an old link still opens, and there is no date after which a customer finds a dead page. What stops is the chasing: the quote follows up twice by default, up to three times if you set it that way, and then goes quiet. If a price is no longer good, revise the quote; the customer is told the total changed rather than discovering it.
The quote is the price you set — line by line, as the customer sees it. Tax is applied on the invoice, where the rate and the discount live, so it is calculated once against the amount actually being billed rather than being carried through every draft and revision.
The name they typed, the moment they typed it, the line items and the upgrades they took or left. Edit an approved quote afterwards and the product makes you say so deliberately, then puts a note on the customer’s own page naming the old total and the new one — a changed quote can never be a silent one. What it does not yet do is keep a full copy of the earlier document, so for extra work on an agreed price a change order is the cleaner route: it prices the difference and gets that agreed on its own.
Yes. The deposit gate can hold scheduling, or hold the start of work, until a deposit is actually paid. It is a setting rather than a habit you have to keep.
No. You can quote by hand from day one and add services as you go. The book only changes how fast the draft arrives — anything priced outside it still goes out, it is just marked for you first.
Included on every base plan. Flex starts at $0/month plus a 1.25% LGQ platform fee. Solo, Growth, and Scale add a base subscription and lower that fee to 0.50%, 0.25%, or 0.10%. Core quotes are unlimited and have no per-quote charge. The LGQ platform fee applies only if you collect an eligible payment through LGQ; Stripe's processing and payment-infrastructure costs set by Stripe are separate.
✦ THE FULL CONTRACTOR SUITE IS READY
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