Quotes allow you to present a proposed scope of work to your customers, collect their electronic approval, and automate the next steps in the process.

Unlike a service task, which documents work performed in the field, a quote is used to outline proposed work, estimated costs, and applicable terms and conditions before any work begins.

The Quote task type is designed to present a service proposal to a customer.

While service calls and other intervention tasks focus on work execution and operational tracking, a quote focuses on:

Once accepted, the quote can automatically generate the follow-up task required to perform the work.

Like other task types, a quote contains several common sections:

Specific quote sections then allow you to define how the proposal will be presented to the customer.
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The Quote section allows you to:

This link allows you to see exactly what the customer will receive.
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The Terms and Conditions section allows you to customize the contractual content of each quote.
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Depending on your configuration:

Once the general information has been completed:

Tip: You can customize the description of each item to provide additional details and help your customer make an informed decision.
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When the quote is ready:

The customer can then review your entire proposal online.
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At the bottom of the web quote, the customer can:

Once a response is submitted:

When a quote is accepted:

The newly created task can then evolve independently to reflect the actual work performed at the customer's location.

Depending on your configuration, the newly created task can:

This flexibility simplifies scheduling based on your team's actual availability.

In addition to sending the initial quote, ProgressionLIVE automations can be used to follow up with customers.

For example, if the quote has not been viewed or signed after a specified period, an automatic reminder can be sent by:

These reminders help increase response rates and reduce manual follow-up performed by your team.

Reminder timing, message content, and triggering conditions can all be configured according to your business processes.

You can also present multiple options within a single quote using the Quote with Options feature.

This approach allows customers to compare different proposals or service levels within one quote rather than receiving multiple separate quotes.

Quotes with options can be particularly useful when you want to:

For more information and best practices, see the following article:

👉 Create a Quote with Options | ProgressionLIVE Help Center

Note: Depending on your business process, quotes with options can be a more efficient alternative to creating multiple individual quotes.

The quote process can be integrated with other ProgressionLIVE automations.

In addition to the initial quote delivery, ProgressionLIVE automations can send reminders to customers.
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For example, if a quote has not been viewed or signed after a specified period, a reminder can automatically be sent by:

These reminders increase customer response rates and reduce manual follow-up efforts.
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Reminder timing, content, and trigger conditions can be configured to match your business processes.

In some situations, customers may request multiple revisions before accepting a proposal.

A version retention process can be configured so that:

This feature simplifies negotiation tracking and historical reference.
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✅ Write clear and detailed descriptions for every proposed item.

✅ Verify the quote preview using the URL before sending it to the customer.

✅ Adjust terms and conditions as needed for specific situations.

✅ Use automated notifications to accelerate internal follow-up.

✅ Maintain quote history when revisions are common within your organization.
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Yes. However, if the customer has already received the quote, it is recommended that you validate your internal process before making changes.
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Depending on your configuration, you can also maintain a PDF history of different quote versions to preserve a record of every proposal sent.
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When a customer accepts a quote:

When a customer rejects a quote:

At the end of the web quote, the customer can:

Yes. ProgressionLIVE supports Quotes with Options, allowing you to present multiple choices or scenarios within a single proposal.
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This approach is especially useful when customers need to compare:

For setup instructions and operational details, see:
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👉 Create a Quote with Options | ProgressionLIVE Help Center
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That depends on the settings selected in the Quote section.
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You can control exactly which financial information is displayed to the customer before the quote is sent.
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Yes. Even when default terms and conditions are configured, they can be modified as needed for an individual quote.
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Products and services are added in the Invoice tab of the quote task.
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You can:

Yes. ProgressionLIVE creates a relationship between the quote and the resulting task to maintain a complete history of the process.
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Yes. Depending on your configuration, ProgressionLIVE can automatically send email or SMS notifications when:

These notifications can be sent to a dispatcher, representative, manager, or any other stakeholder.
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Yes. Through ProgressionLIVE automations, one or more reminders can be sent automatically when a quote remains pending approval.
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Reminders can be sent by email or SMS after a defined period (for example, 3 or 7 days after the quote is sent).
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This automation improves customer response rates while reducing manual follow-up performed by your team.
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Yes. A URL link is available in the Quote section, allowing you to preview the document exactly as the customer will see it.
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Yes. An optional configuration can automatically save a PDF of each quote version as an attachment within the quote task.
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This feature is particularly useful when multiple revisions are required before final approval.