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Quotes (also called estimates) let you turn an inquiry into a clear, branded price proposal that customers can review, approve, and e-sign from their phone. Instead of texting a rough number or scribbling a figure on a notepad, you send a polished document that builds trust and moves the job forward, all from inside Revenue Sol.

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What quotes do

A quote presents the work you propose to do and what it costs. You pull line items from your products and pricing catalog, set quantities, add notes or optional add-ons, and the totals calculate for you. Because quotes live alongside the rest of the customer record, every estimate stays connected to the contact, lead, and conversation history in your unified inbox. Quotes are built to close work:

Branded and professional

Your business name and details appear on every estimate, so customers see a credible proposal rather than a casual message.

Approve and e-sign online

Customers accept and sign from any device. No printing, scanning, or back-and-forth required.

Catalog-driven pricing

Line items come from your products and pricing catalog for consistent, accurate numbers.

Connected to jobs and invoices

An approved quote flows straight into a scheduled job and an invoice, so nothing gets re-typed.

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The quote lifecycle

Every estimate moves through the same stages, and Revenue Sol tracks where each one stands so you always know what is waiting on the customer.
1

Draft

You create the quote, add line items from your catalog, set quantities, and include any notes, terms, or optional upgrades. Drafts are private to your team until you send them, so you can refine the numbers first.
2

Sent

You send the quote to the customer by text or email. The status updates to sent, and you can see when the customer opens it. If you do not hear back, follow up from the same conversation.
3

Approved

The customer reviews the estimate, approves it, and e-signs online. The quote is marked approved and you get notified, including a push notification on the mobile app so your field team knows immediately.
4

Converted to a job or invoice

From the approved quote, you create a job to schedule and dispatch the work, and an invoice to collect payment. The agreed line items carry over automatically.
A customer can also decline a quote or request changes. When that happens, revise the draft and resend it as a new version so you keep a clean record of what was offered.

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How customers receive quotes

Customers do not need an account or app to view a quote. When you send one, they get a text message or email with a secure link. Opening the link shows the full estimate, including line items, totals, and any notes you added. From there they can approve and e-sign, or reach out with questions, which lands back in your unified inbox.
Sending by text-to-pay style links tends to get the fastest response because most customers read texts within minutes. Email works well for larger, more detailed proposals.

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Common questions

In Revenue Sol they are the same thing. Both terms refer to a priced proposal you send for customer approval before the work begins.
Yes. Revise the line items and resend an updated version. Keeping each version preserves a clear history of what was offered and accepted.
No. They open a secure link from the text or email you send and approve and e-sign directly in their browser.
Need a hand getting started? Revenue Sol is built by Infinite Rankers LLC. Reach the team anytime at contact@infiniterankers.io.

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Next steps

Products and pricing

Set up your catalog so every quote pulls accurate, consistent line items.

Jobs overview

See how an approved quote turns into a scheduled, dispatched job.

Invoices and payments

Collect payment with text-to-pay and card payments once work is approved.