Interactive client quotes for renovation projects
Let the client compare the actual scope.
A PDF can explain a price, but comparing base work with optional upgrades can still turn into a chain of messages. QuoteDr supports a client quote view for reviewing scope and available options in one place. The contractor must prepare and check the document before sharing it.
A practical review sequence
- Build the base scope with the correct rooms, line items, units and rates.
- Make optional work clearly identifiable and explain what it adds or replaces. Review the resulting totals.
- Inspect the client-facing version, recipient and sharing state. Use the intended client link rather than a local editing or preview URL.
- Have the client review the document and available approval/signing actions. Check the resulting document state before proceeding with the job.
Illustrative example: a bathroom upgrade
This is an invented scope-planning example, not a customer quote: the base scope covers the specified tile installation. A separate optional niche explains its location, waterproofing and added work. Keep the niche visibly optional and explain whether its selection changes other items. Enter actual quantities and rates for the project; no example here sets a recommended price.
Before sharing, check the base selection and the selection with the niche. The displayed description and total should match what you intend to offer in each case.
Options, changes and payments are different decisions
- An optional upgrade in the original quote is different from new scope agreed after approval. Review the appropriate change-order workflow for later changes.
- A client viewing a link is not proof of approval, signature, payment or email delivery.
- Available actions depend on the document state and account configuration. Do not promise a payment method or approval action that is not shown on that document.
- Check the correct current version before sharing. Keep private client links out of public websites and search content.
Start with a clear scope
Voice-to-quote drafting can help capture initial notes; it still needs the same contractor review. Read interactive quotes versus PDFs for a comparison, or use the written getting-started guides.
Availability
Public account signup is currently closed. Existing members can sign in. Get a launch alert without creating an account. No launch date or new account access is promised.