Quotes & Proposals

Turn listing and customer details into a professional proposal.

Create branded quotes with line items, web and PDF delivery, status tracking, and recorded customer response. Available to selected sales pilot organizations.

See how it works Request pilot access

Proposal RHQ-1042

Equipment package

$82,450

How it works

A clear path from need to outcome.

1
Start from known context
Begin with an eligible listing and customer so reliable details can be carried into the quote.
2
Build and review
Edit line items, taxes, terms, expiry, and branding before creating a stable customer-facing version.
3
Deliver and track
Send a secure web and PDF proposal, then record views and the available customer response.

Example outcome

Draft → send → response

From listing to proposal

Turn equipment and customer context into a branded proposal without retyping the transaction from scratch.

What you get

✓Branded quote builder
✓Web and PDF delivery
✓View and response tracking

Guides being prepared

Learn the workflow without guessing.

These topics cover the current workflow. Step-by-step guides are being prepared.

01Creating a quote

02Sending and revising

03Customer responses

Keep exploring sell & manage.

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Quotes & Proposals

A clear path from need to outcome.

Start from known context

Build and review

Deliver and track

From listing to proposal

Learn the workflow without guessing.

Keep exploring sell & manage.

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Quotes & Proposals

A clear path from need to outcome.

Start from known context

Build and review

Deliver and track

From listing to proposal

Learn the workflow without guessing.

Keep exploring sell & manage.