Quote Builder Catalog Manager Sales Dashboard User Management

Step 1: Customer & Rep Step 2: System & Areas Step 3: Options & Review

Company & Rep

Sales Rep

Company Name Address Phone Website

Rep Name Rep Phone Rep Email

Customer

Name Email Phone Address

Quote Date Job Name

Quick Paste (GHL contact)

System & Pricing

System Type Apply preset unit price to all areas Include IBHS FORTIFIED Roof language Include estimate disclaimer (not a contract)

Custom Products Manager

Product Name Unit Price ($/sq) Warranty Components (one per line) Scope Items (one per line)

Areas & Squares

Adders & Options

Financing (estimate) For your reference; optional on quote

Term (years) Interest Rate (%)

Show estimated monthly payment on quote Include term & APR text on quote

Estimated monthly (calc):

Advanced options (decking, discount, alt plywood, tax)

Include Decking Allowance

Grant program pricing Apply discount (%) Show option: Customer-supplied plywood (labor-only @ $25/sq) Sales Tax (%)

Scope Override / Notes (optional)

Phone:

Estimate

Company Representative

Customer

Areas & Quantities (squares rounded up)

Area	Squares	Line Total

Installation Scope

System Components

Warranties

Pricing Summary

Company Authorized Signature

Customer Signature

Squares (rounded):

Subtotal:

Total:

Raw Quote Text (for copy/paste)

Areas & Quantities (squares rounded up)

Installation Scope

System Components

Warranties

Important Notice

Pricing Summary

Option – Customer-Supplied Plywood (Labor-Only)

Areas & Quantities (squares rounded up)

Installation Scope AI Rewrite

System Components AI Rewrite

Warranties AI Rewrite

Important Notice

Pricing Summary

Option – Customer-Supplied Plywood (Labor-Only)

Installation Scope

System Components

Warranties