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The process

From quote to payment.

Build & sent
Inspection
Materials
Labor
Cleanup
BUNDLE
+ Add line
01
Pro Quote Builder

Built in seconds. Fine details render in the background like you spent hours.

Hi! Can you send over the quote?
Cedar Ridge
sent you a quote to sign
Review →
Sign your quote
02
Sent however

SMS, Email, or both. Meet customers where they already are.

Present & deliver
Cedar Ridge
TOTAL
Auto-attachments
Comany Branded
E-signature
Payments
03
Digital Sales Room

A personalized space where your customer reviews, signs, and pays — with every detail they need to move forward with confidence.

Customer signature
Signed by Adam Reid · Jun 10, 2026
Mobile
Desktop
Tablet
04
Signed From Anywhere

Sign with a finger, from any device. A pleasant signing experience your customers will appreciate.

Pay this quote$2,195.50
DEPOSIT$548.88
REMAINING$1,646.62
Card
ACH
Pay
Secured by Stripe
05
Online Payments

A seamless path from signature to payment. Deposits and final balances are built directly into every quote.

Branded
Interactive
Auto-generated
Cedar Ridge
SIGNED
06
Auto-generated Contract

Every detail that earned their confidence, bundled into an interactive document they can revisit anytime.

Close & track
Viewed · 2:14 PM
Signed · 2:19 PM
Deposit paid · 2:20 PM
Paid in full · 7:20 PM
n.
NUDGEnow
🎉 A. Reid just paid
Roof Inspection · $2,195.50
07
Real-time Tracking

Every moment tracked. Viewed, signed, or left unopened. You'll know the second it happens.

AR
Adam Reid
BALANCE DUE
$1,845.50
Send reminder
Last reminded 3 days ago
RECEIPT
TOTAL
PAID
View contract
08
Reminders & Smart Receipts

Keep everything moving. Send timely payment reminders and automatically deliver smart receipts connected to every document in the deal.

Connected
Synced
n.
09
QuickBooks Sync

Paid quotes flow straight into QuickBooks: customer, line items, invoice, and payment, all in place. Zero re-entry.

Try it free for 14 days.

Full access. Cancel anytime.

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