Prepare the quote
Bring the line items and prices into one place.
Quote builder
from the price list| Line | Qty | Unit | Amount | Remove |
|---|
Subtotal
GST
Total
Proposal
What the client sees. Frozen versions never change.Drafts cannot be exported. Freeze first.
Freeze the version before you share it.Versions are kept for this session only.
Try it: change a quantity, freeze v1, change it again and freeze v2. The proposal lists what changed. Reset clears the draft back to the sample; frozen versions stay until you reload.
The proposal leaves as a link
Frozen numbers, acceptance recorded against the version.
Sources connected
Line items and unit pricesTheir price list sheetEdit the sheet, the builder follows
Proposal pageTheir brand, their terms textPDF and a private link
AcceptanceClient clicks Accept on the link, or a signed reply is filedDate recorded on that version
Every version keptOne folder per client, one file per versionNothing overwritten, ever
Quote log, this week
Semaphore Road Dental, v2Accepted Tuev1 declined on price, letters reduced
Largs Bay Bakery, v1Sent Mon, openFollow-up due Fri
Port Adelaide Football Club (fictional), v3Sent WedTwo rounds of changes, each listed
A number the client has seen is never edited. It is superseded, with the difference in writing.
The sprint delivers personal software: durable, shaped around the business's own files and vocabulary, with visible errors and a manual fallback to Step 1. Built in their accounts.
What it grows into
Two booked days a month, decided each quarter on the numbers.
| When | Event | Handled |
|---|---|---|
| On acceptance | Deposit invoice | Drafted in their accounting file from the accepted version |
| Fri | Open quotes past 7 days | Follow-up drafts, owner sends |
| Monthly | Win rate by version count | One line: quotes accepted at v1 versus after a revision |
| Quarterly | Price list review | Lines most often reduced before acceptance, flagged |
- Quote to invoice: the accepted version becomes the deposit invoice, then the balance invoice.
- Follow-ups on open quotes, drafted on the due date.
- Win rate by version, and which lines get cut to win. That is the price list conversation each quarter.
- A client login to accept and pay is production software, scoped and priced as its own step.
Illustrative week. The retainer is booked days, not a support arrangement.
