Custom Proposal Forms

WPLC

LawnSite Member
Location
USA
Is there any software out there that is reasonably priced that allows you to customize a proposal that is sent to a customer via email?

Specifically, I want to be able to send a customer a quote for around 5 different services. I would like the customer to be able to choose which services they want by checking the box next to the service they want. Then it will add the total of all the services and the customer can then accept the proposal which will send a notification to me of which services they selected.

I have been looking around for a while, but can't seem to find anything like it.
 
OP
WPLC

WPLC

LawnSite Member
Location
USA
Thanks, anyone know if this is possible on Jobber, Yardbooks, or any other cheaper CRM software?
 

Jake the grass guy

LawnSite Senior Member
Thanks, anyone know if this is possible on Jobber, Yardbooks, or any other cheaper CRM software?
i believe yardbook just came out with something similar to what you are proposing. lists your services and the customer and click on them yada yada. i havent quite got to that yet. some things are too complicated for a customer to care for. but checkout yardbook
 

Doc8406

LawnSite Fanatic
i believe yardbook just came out with something similar to what you are proposing. lists your services and the customer and click on them yada yada. i havent quite got to that yet. some things are too complicated for a customer to care for. but checkout yardbook
Yeah.. i believe that is what they call an "estimate"..
 
OP
WPLC

WPLC

LawnSite Member
Location
USA
However, it looks like you can't actually add this to the email. You need the customer to follow a link to a separate yardbook page.
 

That Guy Gary

LawnSite Gold Member
Location
SW Idaho
Emails are kind of limited as to what they can do. They were designed to just send messages, not run applications.

Sending a link to do it on a website is about the most automation you can get out of email.
 
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