Quotes & Proposals

When we scope new work for you, we’ll send a quote or proposal through the portal. You can review everything, ask questions, and approve — all in one place.

How Quotes Work

1. We discuss your needs (by phone, email, or in person)
2. We create a detailed quote in the portal
3. You receive a notification that a quote is ready for review
4. Sign in, review the scope and pricing
5. Approve to move forward — or reach out with questions

What’s in a Quote?

Each quote includes:

• Project overview — what we’ll build or deliver
• Line items — individual services with pricing
• Total cost — the full project price
• Notes — any special terms, timelines, or conditions

Approving a Quote

When you’re ready:

1. Open the quote from your portal dashboard
2. Review the details
3. Click Approve

Once approved, we’ll typically follow up with a contract and/or invoice to kick things off.

Questions Before Approving?

No pressure — take your time. If you have questions or want to adjust scope:

• Reply to the notification email
• Call us to discuss
• We’ll revise the quote if needed

We never start work until you’ve approved the scope and terms.