A clean quote they can open on their own phone
The customer gets their own private link to the quote — no account, no password — showing the scope, every saving and their total investment, with the measurement drawing of their house attached. It shows them only what is theirs to see: never cost, margin, commission or your notes. The same quote goes out as a PDF from your own email address, with you copied in, so when they reply it comes straight back to you.
- 1Their scope, line by line
- 2Every saving listed by name
- 3Their total investment
- From the customer's card, send the quote by email or text them the link.
- They open it on any device. Nothing to sign up for.
- Their reply lands in your inbox and in the customer's history.
What it does, step by step
- From the customer's card, email the quote or text them the link.
- They open it on any device. No account, no password.
- They see the scope, every saving, the total and the drawing of their house. Never cost, margin, commission or your notes.
- Their reply comes back to your inbox and into the customer's history.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Making and sending a PDF quote | 10–15 min | One tap |
Typically 10–15 minutes per quote.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Cost, margin or notes shown to the customerThe customer view never shows them.Guesstimate: zero leaked internal numbers
- A customer reply lost in another inboxIt is sent from your own email with you copied.Guesstimate: no missed replies
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repA clean quote sent before you pull away.
- Office & installersThe customer has the same numbers the office has.
- The customerTheir quote on their own phone, nothing to sign up for.
- The managerEvery quote sent is on the record.
Feature LHM-F-11 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy