Live estimate page

The quote a customer actually reads: the building in numbers, the scope, the money, the schedule, and an approve button, all on one branded page.

What it is

A long-form document rendered from the estimate snapshot frozen at send time, wrapped in the builder's brand. It opens with a spec plate (span, length, sq ft, pitch), then a section column the builder controls, and closes with the signing block. It polls the server every 10 seconds so a builder editing payment stages or specs sees them land on the customer's open tab.

Also called: online quote · digital estimate · interactive proposal · customer estimate portal

See it, piece by piece
01

The building in figures before a single line of sales copy

The quote opens with span, length, height, square footage and roof pitch stamped across the hero in mono type. A post-frame buyer already knows their own numbers, so leading with them says you understood the project faster than any headline can. Cells with no value are not rendered, so a light estimate shows three figures rather than three blanks.

Custom Building Estimate
Cedar Hollow
Cedar Hollow Builders
Custom Building Estimate
Zimmerman Equipment Barn
Prepared for Marla ZimmermanAugust 24, 2026
Building
40′ × 64′ × 16′
Footprint
2,560 sq ft
Roof pitch
4/12
Your investment
$84,320.00
Review & approveView your 3D building
Private, encrypted link prepared for youValid through September 23, 2026
Pricing held for
6d 04h 17m 38s
The spec plate: the building in numbers, above everything else. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
02

A scope sheet, not a price with nothing behind it

Your Custom Building lists dimensions, square footage, support structure, siding, roofing, overhangs, concrete, openings, and every attached porch with its own dimensions and side. The rows are rebuilt from the SmartBuild answers rather than stored once, so a wording fix in your template reaches quotes already sitting in a customer's inbox. Zero-depth slabs and unit-less heights are dropped rather than printed, and an internal part number cannot leak onto a customer document.

Your Custom Building

Your Custom Building

Dimensions
40' wide x 60' long x 14' tall
Square Footage
2,400 sq ft
Roofing System
48" on center pre-engineered trusses with a 4/12 pitched roof.
Support Structure
8' on-center laminated columns
Siding
29 ga wall steel
Roofing
29 ga roof steel.
Overhangs
12" boxed overhangs
Openings
(2) 12' x 14' overhead doors, (1) 3' x 6'8" walk door, (3) 3' x 4' windows
Concrete slab
4" concrete pad with 24" rebar spacing
Attached buildings/porches
12' x 40' lean-to porch, open
Roof Steel
Burnished Slate
Wall Steel
Light Stone
Trim
Brite White
Window Color
Whitechange
Door Color
Brite Whitechange
Garage Door Color
Almondchange
Changing the window, door, or garage door color may affect pricing. Reach out to your sales rep for current color pricing.
Delivery Address
5719 Pine Grove Rd, Columbia, MO 65201
Every row of the scope, with the steel finishes named. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
03

Add-ons are described in one place and priced in another

Services like a concrete pad or stone veneer get their own section that says what they are, with a Details note you can write for this specific buyer, and no dollar figures at all. The money for the same lines is itemised further down under Your Investment. The rule is scope, then price: an add-on that appears only as a number looks like padding, and that is the line customers argue about at final billing.

04

The money broken out the way you actually price it

Materials, labour, services as a category with each line beneath it, markup, tax, then the customer total in your accent colour. Every row has its own switch, and hiding one never changes what the customer owes — it only stops itemising it. A monthly payment figure sits under the total, calculated over your own lender's APR and term when you have set them rather than a number baked in for everybody.

Your Investment

Your Investment

Materials$49,808.75
Labor$8,910.53
Services & Add-Ons$25,546.00
Concrete Pad$17,400.00
Site Prep & Grading$2,850.00
Seamless Gutters$1,596.00
Custom Garage Door — 9′ × 8′ (2)$3,700.00
Markup$9,083.22
Customer Total$93,348.50
As low as $1,915.24/month (60-month estimate at 8.5% APR)
Illustrative only — based on a 8.5% APR over 60 months. Actual financing terms vary by lender and credit profile. We are not a lender and do not provide financing.
Services as a category with its own lines, then the customer total. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
05

Your draw schedule, with the dollar amount for each stage

The schedule on the quote is the one you configured, not a hardcoded 30/60/10, with each stage named, its percentage, and the dollar figure it works out to. Edit the stages after sending and the customer's open tab picks them up. The approval checkbox states the customer agrees to the schedule above, so it has to be correct at the moment of signature.

Payment Schedule

Payment Schedule

Payments are tied to build milestones, so you only pay as work progresses.

1
Down (30%)$28,004.55
2
Delivery (60%)$56,009.10
3
Final (10%)$9,334.85
One row per stage: name, percent, dollar amount. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
06

The buyer rotates the exact building they are being quoted

A button beside the approve action swaps the hero for the 3D model: four camera views — Overview, Front, Gable end, Plan — and three layers — Finished, Roof off, Frame. It is the same scene you designed in, so the geometry the customer turns around is the geometry the price was built from, not a second renderer that can drift. The 3D code only loads if they press the button, so a phone that only wanted the price stays fast.

Your 3D building
Back to estimate
ViewOverviewFrontGable endPlanLayersFinishedRoof offFrameDrag to rotate · scroll to zoom
Four views, three layers, and one way back to the estimate. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
07

You find out when it was opened and how long they read

The page counts only the seconds the tab is actually in front of someone, flushes as it goes, and records a final total when they close it. You get one first-open alert, and a read time that separates a ten-second glance from a twelve-minute review — which is the difference between calling today and calling next week. Your own previews are excluded, so the alert always means the customer.

08

The plan set sits with the document it belongs to

Attached plans and blueprints render on the quote — images inline, everything else as a download row — and the same files reappear one click from the terms on the agreement page, where the customer has usually not looked at a drawing for days. Files upload straight to storage rather than through the app, so a full plan set or a real video goes through instead of bouncing on a size limit. The section stays off until you attach something and switch it on.

How it works
  1. 1The frozen estimateSnapshot supplies specs, sections, services, totals and the 3D model
  2. 2/api/client-portal/config layers org portal defaults and per-estimate overrides on top
  3. 3The section column renders by the builder's saved order, dropping anything switched off
  4. 4A 10s poll merges live payment stages, custom specs, raw answers and colour state
  5. 5Approval posts to /api/client-portal/approve and forwards to the details form
Why we built it

A post-frame quote is a spreadsheet export or a PDF in most shops, so the buyer sees a number with no scope, cannot tell what it covers, and has to phone to ask. The page leads with the building itself in numbers — span, square footage — before any sales copy, because a post-frame buyer knows their span. Every value is frozen at send time, so a contact renamed weeks later can never leave the header saying one project name while the approval clause says another.

The problem
  • Quotes that show a price but no scope
  • Stale PDFs that no longer match the current numbers
  • No way to close from the document itself
Sound familiar?
What you get
The buyer sees span, sq ft and pitch before any sales copy
Edits made after sending reach an already-open tab
The approval happens on the document instead of by email
What's inside
Spec plate in the estimate hero
The building stated in figures at the very top of the quote: dimensions, square footage, roof pitch, openings.
Your Custom Building spec sheet
A frame-aware spec table built from the SmartBuild answers, with sensible fallbacks so the scope reads complete instead of half empty.
Customer picks window, door and garage door colours
Three colour rows on the estimate the customer can change themselves right up until they approve, saved to the job rather than to one link.
Services and Add-Ons section (scope, not price)
Services like a concrete pad or stone veneer get their own section describing what they are, with the money for the same lines itemised separately under Your Investment.
Your Investment breakdown
The money broken out the way the builder sees it: materials, labour, services as a category with its own lines, markup, tax, then the customer total.
Payment schedule on the estimate
The builder's own payment stages with percentages and dollar amounts, shown as progress dots, and kept in sync if the builder edits them after sending.
Estimate validity countdown
A live countdown to the estimate's expiry that shifts colour as the deadline closes, and blocks approval once it has passed.
Approve and start my project
A single dark signing block where the customer ticks an affirmation naming the exact total and approves, which stamps the link and moves the whole pipeline.
Plans and blueprints on the quote and the agreement
Builder-attached PDFs and images shown to the customer before they accept, and again one click from the terms on the agreement page.
Trust strip marquee
A slow horizontal marquee of credibility statements with numbers that fill themselves in, like years in business and buildings completed.
Testimonials with photo and video
A section of past-customer quotes, photos or videos, in one consistent card so mixed formats still read as a set.
See exactly what the customer signed
A builder-only view parameter forces the frozen estimate screen even after approval, so the exact document the customer signed can be reviewed.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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