MODULE 02 · QUOTES← CAPABILITY MATRIX
02.
Module · Quotes

Quote it. Sign it. Book it.

Every quote uses the same pricing engine as the work order, so the number on the proposal is the number on the invoice. Sign, deposit, and book — all on one tokenized link.

Capability Sheet

Inside the module.

Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.

02.A
Capability

Line-item quote builder

Same pricing engine as orders: services, materials, body-type surcharges, extras, discounts. What the customer sees on the quote is what they owe on the invoice.

Why it matters

No surprise bill. No 'that's more than you said.'

02.B
Capability

E-signature capture

Customer signs on device or via a tokenized URL. A signed quote locks the price in.

Why it matters

The Saturday verbal yes becomes a contract — without lawyers.

02.C
Capability

Quote status tracking

Draft, sent, accepted, declined, converted. Move through the funnel; reports break down by stage.

Why it matters

You see the 30 quotes in flight instead of scrolling an inbox.

02.D
Capability

Expiration dates

Set a due date on the quote. After the date, it's clearly expired — no argument about last month's price.

Why it matters

Protects margins when materials cost more next month.

02.E
Capability

Deposits on acceptance

Capture a deposit at the moment of acceptance. Balance due carries through to the resulting order.

Why it matters

Locks the calendar slot. Ends no-shows after a full week of holding the bay.

02.F
Capability

One-click convert to order

An accepted quote becomes a work order in a click. Line items, pricing, customer, and vehicle carry over.

Why it matters

Zero retyping between the yes and the bay.

02.G
Capability

PDF export

Branded PDF quote, sendable by email, SMS link, or saved file.

Why it matters

Feels like a real proposal, not a text message with numbers.

02.H
Capability

Bulk archive

Clean out expired or declined quotes in bulk.

Why it matters

The quote list stays the live list.

Integrations

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END OF MODULE 02 · QUOTESSTART HERE

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