Good, better, best options in every quote
Put three ways to do the job in one quote. The customer picks one, ticks the extras they want, and the total and deposit follow.
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- Building QuoteCloud since 2013
In QuoteCloud you offer good, better and best options as a single-choice group in the price table: three systems, boards or sizes, with the one you recommend selected. The customer picks one, ticks optional add-ons, and the totals and deposit recalculate as they choose. Price tables are on the Essentials plan and above.
Three split-system sizes from a fictional business, Ridgeline Trade Services, side by side as a single choice: 2.5 kW for a bedroom at $1,290, 3.5 kW for a living room at $1,590 (recommended) and 5.0 kW for open-plan living at $2,190, each plus tax.
Three jobs, three ways to do each
Options work for almost any trade job. Switch between the sample quotes and choose an option in each: the system line and the totals change with it.
Choose your new hot water system
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Call-out & labour | $633 | ||
Call-out & site assessmentToday's visit
|
1 visit | $95 | $95.00 |
Licensed plumberRemove old unit, install and commission
|
3.5 hr | $118 | $413.00 |
Licensed electricianDisconnect, new isolator, reconnect
|
1 hr | $125 | $125.00 |
| Your new system | |||
Heat pump, 270 LThe option you choose above
|
1 ea | $3,480 | $3,480.00 |
| Parts | $385 | ||
Tempering valveRequired on new installs
|
1 ea | $185 | $185.00 |
Valves, fittings & connectorsIsolation valve and flexible hoses
|
1 lot | $140 | $140.00 |
Removal & disposalWe take the old unit away
|
1 ea | $60 | $60.00 |
| Add-ons Tick to add | |||
| 1 ea | $120 | $120.00 | |
| 1 ea | $95 | $95.00 | |
| 1 ea | $180 | $180.00 | |
- Subtotal
- $4,618.00
- Tax (10%)
- $461.80
- Total
- $5,079.80
- Plus, monthly
- $0.00/mo
- Deposit to book (30%)
- $1,523.94
Like for like, or a heat pump
The customer came for a replacement and leaves knowing the running-cost difference. The labour and parts stay the same in every option; only the system line changes.
- Recommended option ticked by default
- Add-ons the customer can tick
- 30% deposit follows the choice
Price tables: Essentials and up
Quoting on siteChoose your upgrade
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Call-out & labour | $1,235 | ||
Call-out & inspectionBoard and wiring check
|
1 visit | $95 | $95.00 |
Licensed electricianRemove old board, install and connect
|
6 hr | $125 | $750.00 |
ApprenticeSecond pair of hands
|
6 hr | $65 | $390.00 |
| Switchboard | |||
New switchboardThe option you choose above
|
1 ea | $1,059 | $1,059.00 |
| Testing & paperwork | $180 | ||
Test every circuitWith a certificate of compliance
|
1 lot | $180 | $180.00 |
| Add-ons Tick to add | |||
| 1 ea | $240 | $240.00 | |
| 3 ea | $120 | $360.00 | |
- Subtotal
- $2,474.00
- Tax (10%)
- $247.40
- Total
- $2,721.40
- Plus, monthly
- $0.00/mo
- Deposit to book (20%)
- $544.28
Safety switches, or a new board
The cheapest fix sits beside the right one. Showing both with their prices lets the customer decide, and the certificate and testing line stays in whichever they pick.
- Safety switches only, new board, or surge protected
- Smoke alarms as an add-on
- 20% deposit to book
Price tables: Essentials and up
Licences, warranties & safetyChoose your system
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Your system | |||
3.5 kW split systemThe size you choose above
|
1 ea | $1,590 | $1,590.00 |
| Installation | $940 | ||
Back-to-back installIndoor and outdoor unit, up to 3 m of pipe
|
1 ea | $650 | $650.00 |
Dedicated power circuitFrom the board, by our electrician
|
1 ea | $290 | $290.00 |
| Extras Tick to add | |||
| 4 m | $65 | $260.00 | |
| 1 ea | $120 | $120.00 | |
- Subtotal
- $2,790.00
- Tax (10%)
- $279.00
- Total
- $3,069.00
- Plus, monthly
- $0.00/mo
- Deposit to book (30%)
- $920.70
Sized to the room
Three sizes with the room each suits. Extra pipe runs are an add-on with a quantity, so a longer run is priced without rewriting the quote.
- 2.5, 3.5 or 5.0 kW
- Extra pipe priced per metre
- Deposit by card or PayPal
Price tables: Essentials and up
Job templates for tradesTry it: pick a size, tick an extra
This is how the customer sees the split-system quote. Choose another size and the system line, subtotal, tax, total and deposit all change. Untick the extra pipe run and they change again.
Behind it is one price table: a single-choice group for the sizes, the installation lines every option needs, and optional rows for the extras.
- One option selected by default, the one you recommend
- Optional rows the customer ticks or leaves
- Deposit as a percentage of whatever they choose
Price tables: Essentials and up · Payments: Essentials and up
Price book: call-outs, labour & partsChoose your system
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Your system | |||
3.5 kW split systemThe size you choose above
|
1 ea | $1,590 | $1,590.00 |
| Installation | $940 | ||
Back-to-back installIndoor and outdoor unit, up to 3 m of pipe
|
1 ea | $650 | $650.00 |
Dedicated power circuitFrom the board, by our electrician
|
1 ea | $290 | $290.00 |
| Extras Tick to add | |||
| 4 m | $65 | $260.00 | |
| 1 ea | $120 | $120.00 | |
- Subtotal
- $2,790.00
- Tax (10%)
- $279.00
- Total
- $3,069.00
- Plus, monthly
- $0.00/mo
- Deposit to book (30%)
- $920.70
Accept, sign and pay the deposit
Tom Ellery · Homeowner
Signed online · 16 Oct, 6:20 pm
Deposit to book (30%)
$920.70
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
Setting up options that work
A few price-table settings do all of it. These are the ones trades use most.
Single-choice groups
Put the options in one group so the customer can pick only one: a system, a board or a size.
A default selection
Select the option you'd recommend so the quote opens on it. The customer can still change it.
Optional add-ons
Safe trays, surge protection or smoke alarms as optional rows the customer ticks or leaves.
Quantities they can change
Let the customer change the quantity on a line, such as extra metres of pipe or more power points.
A deposit that follows
Set the deposit as a percentage and it recalculates from the option and extras they choose (Essentials and up).
Saved in the template
Build the options once in your job template and every new quote starts with them.
Put three options in your next quote
Free for 14 days, no credit card required. Start from a template and add a single-choice group.
Options, not discounts
Let the customer choose. You still set every price.
Every option is a price you chose, with your labour and parts in it. The customer picks the level of job, not a discount.
Add good, better, best to a job template
Four steps in the price table of your template, done once.
Add the shared lines
Call-out, labour and parts every option needs go in their own sections, from your price book.
Add the three options
Put the three systems, boards or sizes in one single-choice group, each with its price and a short note.
Select the one you recommend
Make it the default so the quote opens on it.
Add the extras
Add-ons go in as optional rows. Save the table in the template so every quote starts with it.
Options in trade quotes: questions
How do I offer good, better and best options in a quote?
Add the options to the price table as a single-choice group, so the customer can pick only one, and select the one you recommend as the default. Lines every option needs, such as call-out and labour, sit in their own sections. Price tables are on the Essentials plan and above.
Do the totals update when the customer picks an option?
Yes. When the customer picks a different option or ticks an optional add-on, the subtotal, tax, total and any deposit set as a percentage recalculate in the quote as they choose. They then sign and, if you've connected Stripe or PayPal, pay the deposit on the same page.
Can the customer change quantities?
Yes, on the lines you allow. Turn on quantity editing for a line, such as extra metres of pipe, and the customer can change it; the totals follow. In the product catalogue you can also set a product so the recipient can change its quantity.
Can I add optional extras as well as the options?
Yes. Put extras such as a safe tray, surge protection or smoke alarms in as optional rows. The customer ticks the ones they want and leaves the rest, and you can tick one by default if you usually include it.
Can I save options in a template?
Yes. Build the price table with its options and extras inside a job template, or save the table to your content library, and every new quote for that job starts with the same options and prices from your price book.
More for winning the job
From the visit to the deposit.
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Quoting on site from a phone or tabletPhotos, a job template and the price, built in the browser while the customer is standing there.Explore
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Signed and deposit paid on the spotThe customer signs with a finger and pays the deposit by card or PayPal before you leave.Explore
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Quote tracking & follow-upSee who opened which quote, what they looked at and which quotes are about to expire.Explore
- Price book: call-outs, labour & partsCall-out fees, hourly rates by trade and parts with your margin, added to any quote in a tap.
- Maintenance & service agreementsService levels, a visit calendar, repeating charges and a clear expiry date, signed once.
- Licences, insurances, warranties & safetyYour licence numbers, insurances, warranty terms and safety statements as reusable blocks.
- Teams, roles & discount approvalsOne price book for every van, roles for the office and techs, and approvals for big discounts.
- Job management & accounting integrationsWon quotes into ServiceM8 or simPRO through Zapier, and into Xero or QuickBooks.
- Job templates for tradesSwitchboard upgrades, hot water replacements, split-system installs: priced once, reused every time.
- QuoteCloud implementation for trade businessesFrom your price list and job templates to the whole team quoting from their phones.
- FAQQuestions trades ask about quoting on site, deposits, agreements, integrations and plans.
Three options. One signature.
Free for 14 days. No credit card required.