CCCLC / CLIENT EXPERIENCE

Every great installation starts with a beautiful proposal.

Create a premium, mobile-ready design presentation. Then manage the relationship, schedule, deposit, and final invoice from one operations workspace.

✧

DESIGN
APPROVE
INSTALL

01 Design→02 Proposal→03 Customer CRM→04 Schedule & invoice

1. Client

Client full name Street address City, state ZIP Email Mobile Proposal number

2. Dates & deposit

Install date Book-by date (10% off) Square $500 deposit link

The 10% booking offer, $500 deposit and 1-year (+10%) pricing are built in. Proposal Terms 1–17 are included word for word.

3. Packages Each package builds on the one before it

Allow over $4,000 / under $899 (only if you've approved it)

4. Photos Tap a box to add. Only the cover is required; empty slots reuse your other photos.

Internal sales tracking Not shown to the customer in the proposal

Package to track in CRMProgram for CRM invoiceEstimated sales tax (%)

Only create an invoice total after a package is chosen and the signed agreement is verified. A customer is created as Proposal Sent; signing and Square payments must be confirmed, not inferred.

5. Wording Pre-written. Edit only if this home needs it.

Cover & design pages

Package descriptions

Proposal Studio