How do I send a quote or estimate in TactStack?
Short answer
Build the quote from a saved template of your priced items, add options the customer can choose, send it by text and email for electronic signature, and let follow-up chase it for you. When they accept, the job goes on the calendar and the invoice is already prepared.
Before you start
- Your priced service and material items, with real numbers.
- Terms: what is included, what is not, and how long the price holds.
- Your deposit policy, if you take one.
- Who approves anything above a set dollar amount.
Step by step
- 1
Build the price book first
Load your common services, parts, and labor with descriptions and prices. This is the work. Everything after it takes two minutes.
A price book turns quoting from a writing exercise into a picking exercise.
- 2
Template the jobs you quote weekly
Turn your five most common jobs into templates with the line items already in place, so field quoting is edit-and-send.
Quotes sent in the driveway close far better than quotes sent that night.
- 3
Offer options instead of one number
Give a good, better, and best version, and let the customer choose. Mark add-ons as selectable rather than baked in.
Options change the question from whether to buy to which one.
- 4
Write the terms into the document
Scope, exclusions, how long the price is valid, payment schedule, and deposit. Attach it to the quote itself, not a separate email.
Most job disputes are scope disputes that a paragraph would have prevented.
- 5
Send by text and email, and get it signed
The customer opens it on a phone, picks their option, and signs electronically. No printing, no scanning, no waiting for a laptop.
Every step between yes and signed is a chance to lose the job.
- 6
Automate the chase
Notify the owner when the quote is viewed, then follow up automatically at day two, day five, and day ten until it is accepted, declined, or expired.
Most estimates are lost to silence, not to a competitor.
- 7
Make acceptance do the next three things
On signature: move the pipeline stage, collect the deposit, put the job on the calendar, and notify whoever schedules the crew.
This is where a quoting tool becomes an operating system.
What good looks like
- Quotes go out same-day instead of that evening or the next morning.
- Accepted work is scheduled and deposited without another phone call.
- You can see which quotes were opened and which were ignored.
- Average ticket rises because options are offered every time.
Common mistakes
The ways this goes wrong in sales, and what to do instead.
Quoting from a blank page›
Without a price book, every quote is slow, inconsistent, and occasionally underpriced.
Do this instead: Build reusable line items and templates so a quote takes minutes, not an evening.
One price, take it or leave it›
A single number invites a single comparison. Options invite a choice.
Do this instead: Offer good, better, best so the conversation moves to which one, not whether.
No expiration›
Prices that never expire get accepted six months later at last year's material cost.
Do this instead: Put a date on it and let the reminder do the chasing before it lapses.
Manual follow-up›
The day-five follow-up is the one that wins the job, and it is the one people forget.
Do this instead: Attach an automatic nudge sequence to every quote the moment it is sent.
Frequently asked
6 questions about send a quote or estimateRelated guides
Pick the next thing to set up, or back up a step if something here assumed work you have not done yet.
Do this next
The natural follow-on tasks once this one is working.
People usually get here from
Guides that lead into this one, in case you skipped a step.
More in Sales
Nearby tasks that share the same setup and vocabulary.
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