ContractShield

Lessons from early customers who went from static spreadsheets to shared quote reviews with clients and subs.

The Problem with Traditional Quoting

We've all been there: you spend hours putting together a detailed quote in Excel,

email it to the client, and then... silence. Days later, you get a response with

questions buried in a forwarded email chain.

Traditional quoting has three major problems:

**No visibility** - Once you send the quote, you don't know if the client even opened it

**No collaboration** - Comments and questions get lost in email threads

**No iteration** - Making changes means creating a new version and re-sending

With ContractShield's collaborative quoting, you create a living document that both

parties can access and discuss in real-time:

**Shared view** - Clients see the same quote you do, with real-time updates

**Inline comments** - Questions and clarifications happen right on the line item

**Version history** - Every change is tracked, so you can always see what changed and when

**Approval workflow** - Clients can approve sections or the whole quote with one click

We surveyed our first 50 customers after 6 months of using collaborative quoting. Here's what we found:

That's a **47% improvement in win rate** just by making the quoting process more transparent.

Based on feedback from successful contractors:

**1. Invite early** - Share the quote as a draft before it's "final." Clients appreciate being part of the process.

**2. Use comments proactively** - Add notes explaining why you chose certain materials or approaches.

**3. Set expectations** - Let clients know they can ask questions directly in the quote.

**4. Follow up on views** - ContractShield shows you when clients view the quote. If they've looked but haven't commented, reach out.

Ready to try collaborative quoting? Here's how:

Create a new quote from any work order

Click "Invite Client" to share the quote

Watch for comments and respond in real-time

Send for approval when you're both ready

*See collaborative quoting in action. [Request a demo](/demo) to walk through the full workflow.*