Building quotes

Quotes are built in the nudge app on iPhone or iPad, standing in front of the customer, or in the web portal at your desk. Either way they save as you go, and the portal is also where you look after what goes into them and follow up after they're sent.

Start a quote

Tap New quote on Home.
Choose a customer, or type a name and add them on the spot. A name and a phone number or email is enough.
Add your line items, then set the pricing details below. The total updates as you go.
Tap Preview as customer to see exactly what they’ll sign, then send it.

A quote saves itself as you work — you’ll see Saved at the top — so you can leave and pick the draft up later from Quotes.

Line items

Add line items opens your catalog. Search it, filter by category, and tap what you need. Owners and managers can also type something that isn’t in the catalog yet: it’s added as a new item and saved to the catalog for next time.

Tap a line to change its quantity or price, or to remove it from the quote.
Hold and drag a line to reorder.
A price you change on a quote applies to that quote only; your catalog keeps its price.

Bundles

A bundle adds a group of products you always quote together in one step. You can adjust quantities and prices as you add it; those changes apply to this quote only.

Each bundle has a display mode, set in the bundle editor, for how it reads on the quote:

Rolled up — the bundle’s name, its description and one price, with its products listed underneath. This is the default.
Itemized — each product is its own line with its own price.

Discounts

Under Pricing, add a discount as a percentage (%) or a fixed amount ($). nudge recalculates tax and the total for you.

Tax

nudge works out sales tax from the rule your business uses, set under Settings → Payments:

Your location (the default) — every quote uses the rate at your business address.
Customer location — each quote uses the customer’s ZIP code, and falls back to your address when they don’t have one on file.
Flat rate — one combined rate you enter.

To change it on one quote, tap Tax: switch between the customer’s rate, yours, or a rate you type, or mark the quote tax exempt.

Deposits

When your business takes online payments, a quote can ask for a deposit when the customer signs. It starts from your default deposit (Settings → Payments); tap Deposit on any quote to choose none, a percentage of the pre-tax amount, or a fixed amount. The quote shows what’s due at signing and the balance after.

Expiry

Every quote has an expiry date: pick 7, 14, 30, 60 or 90 days, or a date of your own. New quotes start at 30 days. A quote is good until the end of that day in your time zone, and the quote and PDF show it as “Valid until” that date. After that, the customer can’t sign until you resend it with a new expiry.

Title, notes and attachments

Title — optional; a short name for the job.
Notes — anything the customer should know. They appear on the quote and the signed PDF.
Attachments — take a photo, choose one from your library, pick a file, or add one from your document library. PDF, PNG or JPG, up to 10 MB each, for this quote only. Job files get their own Attachments section on the PDF.

Documents linked to a product — a spec sheet, a warranty — come along automatically whenever that product is on a quote, and stay with its line. Linking documents to products.

Preview, copy and delete

Preview as customer shows the page your customer will open, before you send it.
Create a copy (from a quote’s menu) starts a new draft with the same items — handy for a similar job or a second option.
A draft you no longer need can be deleted from its menu.

Quoting on the web

The portal builds quotes too: New quote, at the bottom of the Quotes page, opens the same builder as the app — client, line items, pricing, details — with the customer’s quote drawn beside the form as you go, and a draft started on either surface opens on the other. The portal sends by email, so a client needs an email on file to be sent to. You can also open any quote to follow it, resend, record payments, and download the signed PDF — see Sending & follow-up.