Quotes & client approval for service pros
Quotes Your Clients Can Approve Online
Send one clear client page where people can compare options, ask a question, and confirm a quote.
A clear decision without an account for your client
Share the scope and options on a private client page. Your client can ask a question before confirming.
What this estimate usually includes
The client sees business details, the quote number, validity date, scope, itemized options, tax, terms, and payment notes.
How to write exclusions
Your client can decline or ask for clarification. Expired, declined, and approved quotes stop accepting a new decision.
When to offer Good / Better / Best
One option allows a direct confirmation. With two or three, the client selects an option before entering a name and checking the confirmation box.
After you send it
The activity thread records questions, replies, views, and the decision. Confirmation locks a snapshot so the approved details remain intact.
How to use this template
Adapt the opening
Name the client, describe the job, and set a valid-until date.
List the work
Use one row for each service or material and add quantities and units.
Add boundaries
Write what is included, excluded, and how timing or payment works.
Review and download
Check the totals and save a PDF before sending it.
Common questions
What does the confirmation record contain?
The record contains the client name, selected option, and time. The client does not create a QuoteCedar account.
Can I download this document as a PDF?
Yes. Use Print / save PDF and choose Save as PDF in your browser. Editing and downloading a local quote do not require signup.
How should I decide what to charge?
Use labor and material costs appropriate to your work and region. QuoteCedar does not provide price estimates.
Does the client need an account?
No. A shared client page can be opened without an account. The business signs in to save a quote and create the link.
Can I change approved details?
An approved quote is locked. Duplicate it to create a new draft version when the work needs to change.