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The following table outlines the key differences between Proposals and Quotes in Zuper, helping you understand their unique purposes and features.
FeatureProposalQuote
PurposeA preliminary document designed to showcase service offerings, pricing options, and flexibility during negotiations.A formal document that finalizes the agreed-upon services, pricing, and terms.
CustomizationAllows adding multiple service options with flexible pricing to let customers choose what suits them best.Contains fixed details with no room for customization after customer approval.
NegotiationEnables back-and-forth communication between the business and the customer to finalize terms and services.Represents final, agreed-upon terms that are ready for execution without further negotiation.
Approval ProcessRequires explicit customer approval before being converted into a quote.Indicates services and pricing already approved by the customer and ready for execution.
UsesCan present options like different service packages (e.g., basic, premium) for customer review and decision-making.When the customer has selected an option, and the details are ready to move forward as a job or project.
Workflow in Zuper
  1. Navigate to the Proposals section.
  2. Create a proposal by adding service options, pricing, and terms.
  3. Send it to the customer for review and approval.
  4. Convert it into a quote after approval.
  1. Navigate to the Quotes section.
  2. Create a quote with finalized details.
  3. Share it with the customer for execution.
Examples
  1. A service business presents multiple repair package options (e.g., Basic Repair vs. Comprehensive Repair) for the customer to choose from.
  2. A facility maintenance company sends a proposal with pricing for weekly, bi-weekly, and monthly maintenance plans for review.
  1. After the customer approves the selected package, a finalized quote is created for the Comprehensive Repair.
  2. A quote for a fixed monthly maintenance plan is issued after the customer’s approval.
Associated Actions in Zuper
  1. Send reminders to customers for proposal review.
  2. Update the proposal status (e.g., Draft, Sent, Approved, Declined).
  3. Convert a proposal into a quote for execution.
  1. Track the status of the quote (e.g., Draft, Sent, Accepted).
  2. Clone quotes for similar jobs.
  3. Archive or cancel outdated quotes.