Quote editor: options, sections and items
Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
5:05
Scenes
7
Lesson
6.5 · Proposals & quotes
File name
06-05 quote-editor-basics.mp4
Before you record
- A proposal with an empty Quote Details page and a stocked product list.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Quote editor: options, sections and items | /edit/report/[reportId] | Title card, then the first screen of the lesson. | Time to price the job. In this video we build Good and Better options from the price list. |
| 1 | 0:2054s | Open Quote Details | /edit/report/[reportId] | Click the Quote Details page. | This is the Quote Editor. Tabs are options, each with sections and line items. |
| 2 | 1:1454s | Rename the option | /edit/report/[reportId] | Double-click the first tab and type "Good". Press Enter (Escape cancels). | Double-click a tab to name the option: Good, Better, Best, or Repair and Replace. |
| 3 | 2:0854s | Add a section and items | /edit/report/[reportId] | Click "Add Section" and name it "Tear-off". Click "Add New Item", start typing "shingle" and pick the suggestion. Set Quantity. Press Enter to commit. | Sections keep the quote readable. Add New Item, type, pick from your price list: price and unit come along, you set the quantity. |
| 4 | 3:0254s | Add a second option that inherits | /edit/report/[reportId] | Click the "+" button (Add new quote) to add a second tab, double-click it and name it "Better", and under "Include all items from:" choose "Good". Add only the extra items. | Better includes everything from Good, so you only add what is different. Three options maximum, which is also the most a homeowner can compare. |
| 5 | 3:5654s | Write the description | /edit/report/[reportId] | Fill "Description:" with a one-paragraph summary of this option. | The description is what the homeowner reads first on each option card. Keep it plain and honest. |
| 6 | 4:5015s | Recap & next lesson | /edit/report/[reportId] | Hold on the finished result, then the end card. | Items in. Next, adjustments, taxes and totals. |
Narration, in order
0. Intro: Quote editor: options, sections and items
0:00 · 20sTitle card, then the first screen of the lesson.
Time to price the job. In this video we build Good and Better options from the price list.
1. Open Quote Details
0:20 · 54sClick the Quote Details page.
This is the Quote Editor. Tabs are options, each with sections and line items.
Show before cutting: Heading "Quote Editor", a "View templates to get started quickly" link, quote tabs, "Include all items from:", "Description:" and the first section.
2. Rename the option
1:14 · 54sDouble-click the first tab and type "Good". Press Enter (Escape cancels).
Double-click a tab to name the option: Good, Better, Best, or Repair and Replace.
Show before cutting: The tab shows the new name.
3. Add a section and items
2:08 · 54sClick "Add Section" and name it "Tear-off". Click "Add New Item", start typing "shingle" and pick the suggestion. Set Quantity. Press Enter to commit.
Sections keep the quote readable. Add New Item, type, pick from your price list: price and unit come along, you set the quantity.
Show before cutting: Columns Item / Price / Quantity / Total fill in; section and option totals update.
4. Add a second option that inherits
3:02 · 54sClick the "+" button (Add new quote) to add a second tab, double-click it and name it "Better", and under "Include all items from:" choose "Good". Add only the extra items.
Better includes everything from Good, so you only add what is different. Three options maximum, which is also the most a homeowner can compare.
Show before cutting: Better shows Good's items plus its own. Maximum 3 options ("Maximum 3 quotes allowed").
5. Write the description
3:56 · 54sFill "Description:" with a one-paragraph summary of this option.
The description is what the homeowner reads first on each option card. Keep it plain and honest.
Show before cutting: It appears on the quote page and on the homeowner's option card.
6. Recap & next lesson
4:50 · 15sHold on the finished result, then the end card.
Items in. Next, adjustments, taxes and totals.
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