Quote three options: Good, Better, Best

One switch turns a quote into three options the client picks from. You write each option once; they choose from their phone; the pick becomes the quote, so the invoice and the agreement follow it.

  1. Open a quote and turn on Good, Better, Best. Lines you already typed move to the Better tab, and each tab shows its own total.
  2. Fill the tabs. Pick an item from your price book and its tiers land on the right tabs; the blue All three chip drops every tier in one tap. A one-price item lands on all three to adjust. A quote needs at least two options.
  3. Job lines like the consultation or a one-price item sit on every option, and edits to them follow across tabs. Tiered picks stay on their tab.
  4. Send it. The email says three options are inside, with each total.
The client quote page with three options: Good, Better with the Recommended badge, and Best, each with its lines and a Choose button under the note

On the client’s page the options stack as full-width cards with the total on the right and your Recommended pick wearing the badge. A radio above the tabs in the builder sets which option carries it; until you choose, it sits on Better. A $0 line, like an included walkthrough, reads Included. They press Choose and the quote’s lines, tax and total become that option. Until they pick, your recommended option stands.

When they accept: press Book it on the accepted quote and the booking dialog opens prefilled, with an optional quote deposit if you set one under Settings, Deposits. Or tick Send a pick-a-day link on the quote and acceptance texts them a booking page tied to the quote.

The Book it dialog prefilled from an accepted quote

Also on every quote and invoice: Preview opens the client’s own page marked Preview, not sent; Print or save as PDF sits at the top of the page and in the row menu, drafts included; and drafts reopen with Edit draft.

Still stuck?

Email us and a person will answer. Include your workspace name, and the quote or invoice number if it is about one.

Email support@houndbell.com