Sample Data — Demonstration Only

Quote Settings

Defaults for every new estimate — validity, tax, deposits, payment milestones, terms, and approval rules.

All estimates require business approval before being sent to the customer. Final pricing may vary based on site conditions, materials, permits, labor availability, local requirements, and project scope.

Business branding

Shown on customer-facing proposals.

Your
Logo

Logo upload available during system setup — proposals show this placeholder until then.

Business display name

Estimate defaults

Applied to every new estimate in the quote builder.

Validity period (days)

Default tax rate (%)

Default deposit (%)

Default project timeline

Default payment milestones

Live example on a $12,000 sample project.

Totals 100%

Milestone name

Due condition

Internal notes

$1,200

Milestone name

Due condition

Internal notes

$4,800

Milestone name

Due condition

Internal notes

$4,800

Milestone name

Due condition

Internal notes

$1,200

Default proposal terms

Proposal terms

Default exclusions

Permit allowance rules

Approvals and internal visibility

Discount approval threshold (%)

Discounts above this require approver sign-off.

Show internal margins in the quote builderMargins are never shown on customer-facing proposals.

Internal approvers

Current approvers: Dana Whitfield, Priya Natarajan

Customer-facing pricing display

ItemizedFull line-item table on proposalsGroupedGrouped subtotals (materials, labor, tax) on proposals