Proposals: sending good / better / best quotes
Send a nice-looking quote with options. Customers accept it online with one click.
A proposal is a quote with your logo on it. You can offer up to three choices (for example Basic, Standard, Premium) so the customer picks the one that fits.
Sending a proposal
- 1Go to Proposals and press New proposal (or use + New → Proposal).
- 2Pick the customer or lead and the business line.
- 3Set your starting price — the options are built from it. Adjust names, prices, and what's included.
- 4Optionally ask for a deposit.
- 5Press Send. The customer gets a text and email with a link.
When the customer accepts, they're turned into a customer automatically: their services are created, any deposit is collected, and the lead moves to Won. You'll get a notification.
How a deposit is handled
- The deposit shows in Billing as a paid bill, and the customer gets a receipt.
- It's taken off their first bill. If they have a one-time charge, it comes off that first. Anything left is saved as account credit and used on their next monthly bill.
- If the customer pays and closes the page before it finishes loading, they're still signed up once the payment goes through.
- If someone pays the deposit twice (for example, in two browser tabs), you'll get an alert so you can refund the extra one in Stripe.
Buttons that open the app ask you to sign in first. New to RouteStacker? Start free.
Related guides
Adding a new customer (book, quote, or save as a lead)
One simple 3-step form for every new customer — on the phone or in person.
Tracking leads (people who are interested)
Move each lead from New → Contacted → Quoted → Won so nobody slips through the cracks.
How instant prices are figured out
Prices come from your price list, and size-based services use the property's measurements.