Quote-to-Contract Workflow
Understand how quotes flow through approval to become contracts and active projects. Learn the differences between quotes, contracts, projects, and work orders.
The Complete Workflow
From client inquiry to project completion - how every piece fits together
Step 1: Client Submits Work Order
Clients post detailed project requests on the job board or submit via embed forms on your website.
- Include project scope, location, timeline, and budget expectations
- Upload photos, plans, and specifications for clarity
- AI analyzes description and prepares for quote generation
Step 2: Contractor Generates Quote
Browse available work orders and use AI to generate accurate quotes from your pricing templates.
- Filter by location, trade, and project type
- AI matches work order to your pricing templates automatically
- Review and adjust line items, quantities, and pricing as needed
Step 3: Quote Review & Submission
Submit professional quotes to clients with transparent pricing and clear terms.
- Include detailed line items with labor, materials, and markup
- Add custom items or adjust quantities for accuracy
- Submit with professional formatting and terms
Step 4: Client Approval
Clients review quotes and can approve, reject, or request modifications.
- Clients see transparent pricing breakdown
- Can request revisions or clarifications
- Approval creates contract and activates project
Step 5: Contract & Project Creation
Approved quotes automatically generate contracts and activate projects for execution.
- Contract created with binding terms and payment schedule
- Project activated with full contractor access
- Work orders created and assigned to team members
Key Differences Explained
Understanding the relationship between quotes, contracts, projects, and work orders
Quote
Pricing proposal sent to clients
Status Flow
Draft → Sent → Approved/Rejected
Purpose
Get client buy-in on pricing
Contract
Legal agreement between parties
Status Flow
Signed (auto-created on approval)
Purpose
Bind parties legally with terms
Project
Active workspace for work execution
Status Flow
Draft → Active → Completed
Purpose
Track progress, photos, and completion
Work Order
Specific task within a project
Status Flow
Pending → In Progress → Completed
Purpose
Break projects into assignable tasks
Ready to Get Started?
Set up your pricing templates and start generating quotes automatically.