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