Interactive offers

An offer is the page you send a client instead of a static document. It presents one or more quotes as versions the client can compare, lets them tick optional add-ons, and records their acceptance online.

Before you start

An offer is built from quotes already attached to a project, see Quotes & margin. Build at least one quote before you build the offer.

Building the offer

1. Open the project's offer builder and attach the quotes you want the client to be able to choose between. Give each one a label of your own, for example "Standard" or "Premium", instead of the raw quote number.
2. Add optional extras under "Add-ons". Each add-on pulls its price from a linked quote or one of its zones, so the price stays tied to what is actually quoted.
3. Publish the offer to make it live at its link.

What the client sees

The client opens the link and chooses a version from "Choose your version", or clicks "Compare all" to see a side by side breakdown of what changes between versions. They tick any add-ons they want, and the total recalculates immediately, before anything is saved.

If you have turned on floor plan comments, the client can click a point on the floor plan and leave a note there, which shows up back in your builder.

Accepting or requesting changes

To accept, the client enters their name and email, agrees to your terms, and clicks "Accept offer". This records their name, email, chosen version, add-ons and the accepted total against the offer, with a timestamp. You see a banner confirming who accepted and when.

If the client is not ready, "Or request changes instead" opens a text box for them to describe what they would like changed, instead of accepting. The request appears in your builder's Requests tab, where you can turn it into a task or mark it handled.

Tracking views

Every time the offer page is opened by someone outside your organization, it is logged, so you can see how many times it has been viewed and when it was last opened. Your own team opening it to check on it does not count.

Tips

• Give each version a real name. The client sees your label, not the underlying quote number.
• A new change request replaces an unhandled one, so deal with a request before the client sends another.
• See Offer access & protection for locking an offer down before you share the link, and PDF export for a document version of the same offer.

Related: Offer access & protection, PDF export, Quotes & margin.