Prefer written steps?
These written guides are not audio transcripts. Videos are optional. Demo names and amounts are illustrative; review your actual client, scope and totals before sending anything.
Overview: from job notes to a reviewed quote
- Identify the client and job.
- Organize the scope into rooms or areas.
- Review quantities, rates, tax and optional work.
- Save and check the current version before sharing a client link.
Branding: check your business details
- Open Settings and review company details, contact information and logo.
- Review the chosen document style and client-facing details.
- Save deliberately and inspect the resulting client view.
Quote builder: rooms, items and totals
- Add the correct client and job details.
- Add rooms and line items; saved items are a starting point.
- Check units, quantities and prices against the actual scope.
- Review totals and save before leaving the editor.
Client link: review before sharing
- Open the intended quote and review its scope and totals.
- Inspect the client view and publication state.
- Check the destination and available sharing method.
- Only send after confirming the correct document and recipient. An uncertain send is not proof of delivery.
Help and FAQ has more workflow guidance.
Text shown in the short previews
These are visual text summaries, not audio transcripts or timed captions.
- Overview: “Quote Dr in action” — “A quick marketing overview for contractors and service pros.”
- Quote builder: “Build a quote in minutes” — “Rooms, saved items, totals, and client-ready structure.” This is the clip title, not a measured completion-time promise.
- Client quote: “Send a client-ready quote” — “Preview the client view, approvals, upgrades, and payment options.” Available actions depend on the actual document and configuration.
Short overview
Start with the quoting overview.
Brand your account, build a quote by room, add line items, and send a clean client link.
Branding guide: review your logo, business details and client-facing style in Settings, then save and inspect the result. Read the written steps.
Customize and Brand
Set up your logo, business details, terms, and quote style.
Build a Quote
Add rooms, sections, saved items, quantities, and prices.
Send to Client
Share the quote link and let your client review it on any device.
Explore the quoting workflows
Voice-to-quote drafting for contractors: capture notes, then review scope and pricing.
Interactive client quotes: explain base scope and optional work before sharing.