Quote · authorize · collect

Build a professional proposal in minutes—not from scratch.

Reuse proven scopes and pricing, attach plans, calculate taxes and discounts, then collect a signed authorization against an exact payment schedule.

01Start from a reusable template
02Price from your service catalog
03Customer signs the private proposal
04Deposit authorizes the project

A1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIREDA1OSIS DEMO • NOT A CUSTOMER PROPOSAL • MEMBERSHIP REQUIRED

Customer and project

Customer nameBusiness nameEmailGood phone numberService addressProject titleCustomer PO / referenceProposal valid through

Plan attachments

Include finished plans with this quote.

Open Plan Studio demo →

Selected plans are linked to the customer project and appear inside the private proposal, follow-up workflow and project dashboard.

No unassigned plans yet.

Create or save a Plan Studio design, then it will be available here for attachment.

Open Plan Studio demo →

Itemized investment

What the customer is buying

Product iconDescriptionQtyUnit price$5,000

Discount amountSales tax %Items subtotal$5,000Tax$0Project total$5,000

Payment milestones

Set exactly when the money is due.

100% allocated

01 · Authorization deposit$2,500Due when the customer signs02 · Progress payment$2,000Due at substantial completion03 · Final payment$500Due after final walkthrough

Terms the customer will review

Scope of workExclusions and assumptionsRealistic project timeline

Service catalog

Save one standard item for the next quote.

Item nameCategoryIndustry iconUnitDefault priceCustomer-facing description

Reusable customer communication

Message

Your project proposal is ready

Hi {customer}, your itemized proposal for {project} is ready. Review the scope, timeline and payment terms using your private link. Please contact us before accepting if any requirement needs clarification.

Customer, project, date and working-day placeholders can be filled from the project record when SMTP is connected.

Customer payment handoff

Use a secure hosted checkout link—no platform login required.

Create the payment link in your own merchant account, then paste it here. The customer leaves A1OSIS and pays on the provider’s secure checkout. This works now without sharing credentials or connecting OAuth.

Hosted payment providerSecure payment URL

Automatic Square amountsDisabled until API/OAuth connection is configuredAutomatic Stripe amountsDisabled until API/OAuth connection is configuredAutomatic PayPal invoicesDisabled until API/OAuth connection is configuredAffirm financing decisionsDisabled until API/OAuth connection is configured