Public Quote View

How clients access their quote:

• quotrpro.com/quote/[unique-id]
• Each quote has unique link
• No login required
• Secure, shareable

• Click link in email
• Scan QR code
• Paste URL in browser
• Text message link

• Fully responsive
• Works on any device
• Touch-optimized
• Easy to view/sign

• Unique, unguessable URL
• No authentication needed
• Can be shared
• You see when viewed

The top of the quote page:

Header Elements:

• Top of page
• "Quote" or "Proposal"
• Status indication
• Validity info

• Your business name
• Your logo/photo
• Contact information
• Click to call/email

• Their name
• Project address
• Personalized

• Quote number/ID
• Date created
• Valid until date
• Project title

Header Layout: Desktop: Side by side Mobile: Stacked vertically

Your credentials displayed to clients:

• Your profile photo/logo
• Business name
• Star rating (if reviews)
• Trust badges

• Average from reviews
• "4.8 ★" format
• Review count
• Builds confidence

• "Licensed" badge
• "Insured" badge
• "Verified" badge
• Location indicator

• Phone number
• Email address
• Click-to-contact buttons
• Easy reach

• First thing clients see
• Builds immediate trust
• Professional presentation
• Decision factor

Photos included with the quote:

• Grid or carousel
• Click to enlarge
• Before/after pairs
• Captions if added

• Side-by-side display
• "Before" / "After" labels
• AI-generated "after" (if used)
• Visual transformation

• Full-size image
• Dark overlay
• Navigation arrows
• Close button

• Visual understanding
• Scope clarity
• Professional presentation
• Client confidence

• Swipeable gallery
• Touch to enlarge
• Easy navigation

How the quote amount is displayed:

• Description
• Quantity
• Unit
• Price
• Line total

Example Display: `` Description Qty Unit Price Total ───────────────────────────────────────────────────────── Interior Paint 500 sq ft $3.50 $1,750.00 Labor - Painting 16 hours $65.00 $1,040.00 Paint Supplies 1 lot $150.00 $150.00 ───────────────────────────────────────────────────────── Subtotal: $2,940.00 Tax (8%): $235.20 Total: $3,175.20 ``

• Clear, professional table
• Itemized breakdown
• Subtotals visible
• Tax calculated
• Grand total prominent

• Summary only
• "View breakdown" expand
• Cleaner initial view

How payment terms are shown:

• Timeline or table
• Each milestone
• Amounts per payment
• Due dates

• Current payment highlighted
• Completed payments checked
• Future payments grayed
• Clear progression

• Percentage and amount
• When due
• Payment options
• Easy to understand

Scope details displayed to client:

• Bulleted list
• Green checkmarks
• Clear expectations
• Comprehensive scope

• All paint and materials
• Surface preparation
• Two coats of premium paint
• Trim and baseboards
• Cleanup and debris removal

• Bulleted list
• X marks or gray
• Clear boundaries
• Prevents confusion

• Furniture moving
• Wall repairs beyond minor patching
• Exterior painting
• Window treatments

• Sets clear expectations
• Prevents scope creep
• Professional communication
• Reduces disputes

Warranty and protection information:

• Warranty details
• License number
• Insurance info
• Bonding status

• Shield or protection icon
• "Your Protection" header
• List of protections
• Builds confidence

• Duration (e.g., "1 Year")
• What's covered
• Terms summary

• "Licensed" badge
• License number (if shared)
• State/jurisdiction

• "Insured" badge
• Coverage type
• Peace of mind

• Client protection
• Legal compliance
• Trust building
• Decision support

Common questions answered:

• Accordion format
• Click to expand
• One at a time (optional)
• Clean presentation

• Question visible
• Click to show answer
• Collapse others
• Smooth animation

• How long will this take?
• What's your warranty?
• Do I need to be home?
• How do I pay?
• What if I need changes?

• Preemptive answers
• Reduces questions
• Builds confidence
• Professional touch

• Based on project type
• Your specific answers
• Tailored to quote

Show accepted payment methods:

• Icons for each method
• Names listed
• Clear visual
• Client choice

• Credit/Debit Cards
• ACH/Bank Transfer
• PayPal
• Venmo
• Cash App
• Zelle
• Cash
• Check

• Copy PayPal address
• Copy Venmo handle
• Copy Cash App tag
• Easy for client

• Card payment button
• Secure checkout
• Stripe processing
• Immediate confirmation

• Instructions provided
• Contact info
• Manual tracking by you

Quote expiration information:

• "Valid until [date]"
• Green or neutral
• Days remaining
• Encourages action

• "Expires in X days"
• Orange/yellow warning
• Urgency created
• Call to action

• "This quote has expired"
• Red banner
• Cannot sign
• Contact contractor

• Top of quote
• Or near sign button
• Always visible
• Clear communication

• Protects your pricing
• Creates urgency
• Professional practice
• Clear expectations

How clients accept and sign:

• Prominent "Sign & Accept" button
• Fixed or in-view
• Clear call to action
• Disabled if expired

• Agreement text
• Signer name input
• Signature pad
• Confirm button

• Draw signature with finger/mouse
• Clear button to retry
• Touch-friendly
• Saves as image

• Text input
• Who is signing
• Printed name
• Required field

• Terms displayed
• "I agree to..." checkbox
• Legal language
• Must accept

• Success message
• Signature recorded
• Quote status updates
• Payment step (if deposit)

How clients pay online:

• "Pay Deposit" button
• Amount shown
• Payment options
• Secure checkout

Card Payment: 1. Click "Pay with Card" 2. Stripe checkout opens 3. Enter card details 4. Confirm payment 5. Receipt shown

ACH Payment: 1. Select "Bank Transfer" 2. Connect bank (Plaid) 3. Authorize amount 4. Payment initiated 5. Confirmation shown

PayPal/Venmo: 1. Click PayPal/Venmo 2. Redirects to service 3. Log in and pay 4. Returns to confirmation

• "Payment Successful" message
• Receipt emailed
• Quote updates
• Contractor notified

• Stripe processing
• PCI compliant
• Secure connection
• No card data stored by QuotrPro

What clients receive after signing/paying:

• Email to client
• "You signed the quote"
• Link to view quote
• Contact info

• Email receipt
• Amount paid
• Transaction ID
• Date/time

• Summary of quote
• Payment details
• Next steps
• Contractor contact

• "Quote signed!"
• "Payment successful!"
• Brief display
• Confirmation

• Download option
• Print-ready
• For records

• Email notification
• Dashboard update
• Payment recorded
• Ready to start work

Optimize your quotes for signing:

• Itemized breakdown
• No hidden fees
• Transparent total
• Easy to understand

• Complete profile
• Trust badges
• Reviews displayed
• Quality photos

• Detailed inclusions
• Clear exclusions
• FAQs answered
• No ambiguity

• Validity date
• "Limited time" (if true)
• Deposit to secure

• Simple signing
• Multiple payment options
• Mobile-friendly
• Quick completion

• After sending
• If viewed but not signed
• Professional check-in
• Address concerns