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Help Center › Admin screens, field by field › Quote builder: customer proposal, payments and terms
Quote builder: customer proposal, payments and terms
The Customer proposal tab: introduction, scope text, price display, payment schedule with deposit, terms and expiry date.
On this page
Contractor Hub → Quotes → open a quote → Customer proposal tab (the other tab is Job cost (internal)). It appears once the quote has at least one section.
This tab is what the customer reads. You edit wording, choose how prices show, set payment steps (including the deposit) and the terms. The wording starts from your saved defaults in Settings; each quote keeps its own copy.
Before you start
- Fill in the Job cost tab first so sections and prices exist.
- Default terms, payment steps and deposit % come from your settings. The shipped deposit of 30% and the sample payment split are placeholders, not approved; set your own.
Fields
Proposal tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Introduction (what the finished yard will look like) (docs.intro) |
Opening paragraph at the top of the proposal. “Polish wording with AI” can write it if empty. | 2-3 sentences, e.g. Your front yard gets a clean, curved foundation bed with year-round color. | |
Scope of work for (section title) (section.scope) |
What you will do for that section. Each line becomes a bullet in the proposal. This is your responsibility on the job, so be specific. | One item per line. | “Describe exactly what you will do” on a new section |
Show prices (docs.showPrices) |
Whether the customer sees a price for each section or only the total. Optional add-ons always show their price. | Pick one. Choices: Price for each section; Total only. | Price for each section |
Payment schedule – Payment (label) (payments[].label) |
Name of a payment step. | e.g. Deposit to schedule. | Deposit to schedule / Balance |
Payment schedule – Percent (payments[].pct) |
Share of the total for this step. The first step’s percent is the deposit the customer pays when signing. Keep the steps adding to 100. | e.g. 30. | Deposit % from your costs setting (placeholder 30), balance the rest |
Payment schedule – When (payments[].when) |
Words telling the customer when it is due. | e.g. when you sign, on completion. | when you sign / on completion |
| Remove (payment) / + Add payment | Deletes a step or adds one named for a partial payment, 0%, “when the hardscape is complete”. | ||
Terms (docs.terms) |
The terms and conditions on the proposal. | Edit the standard text. Plain lines. | Your saved terms, otherwise the built-in standard terms (about one-year plant guarantee, change orders in writing, 811 reminder). Review them with your own advisor. |
Price good until (valid_until) |
Last day the price can be accepted; also the {valid_until} shortcode. | Pick a date. | Today plus your “valid days” setting (placeholder 30) |
Buttons on the proposal
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Preview | Shows the proposal as the customer sees it. | ||
| Polish wording with AI | Rewrites titles, scope and intro; numbers never change (sections where the AI changed a number are kept as they were). | ||
| Save | Saves everything. |
Steps
- Open the Customer proposal tab.
- Write the Introduction.
- For each section, edit the Scope of work lines.
- Choose Show prices.
- Check the Payment schedule. Set the first step’s Percent to your deposit and make the percents add to 100. Use + Add payment for progress payments.
- Read the Terms and edit them.
- Set Price good until.
- Press Preview, then Save.
Tips
- E-sign settings: the quote builder has no separate sign settings. Signing happens on the customer’s link; the controls you have are “Send for signature”, the deposit step and the Terms.
If something goes wrong
- If you cannot type, the quote is signed and locked.
- If percents do not add to 100 VisionScaper does not stop you (not verified in code); fix them yourself before sending.
- An empty Terms box sends no terms. Paste your terms before sending.