1. Overview
Quotes are the bridge between early customer conversations and booked work. In CrossMerg, a quote keeps everything tied together—contact information, pricing, notes, files, approval history, and follow-up reminders.
This guide walks through:
- Selecting (or creating) the right contact
- Adding line items and descriptions
- Attaching photos or notes
- Sending the quote by email
- Tracking whether the client viewed or accepted it
2. Step-by-step
Step 1 — Start a new quote
From almost anywhere in the system, click Create Quote. If you’re on a contact’s profile, the contact will already be selected.
Step 2 — Choose or create the contact
Search for the right customer. If they don’t exist yet, click Add Contact right from the quote form.
- Add their name, email, and phone
- Link them to a company (optional)
- Add simple notes
Step 3 — Add quote line items
Line items describe the work you’re offering. For each item, fill in:
- Description – what you’re doing
- Quantity – hours, units, or bundles of work
- Rate / Price
- Total is calculated automatically
Write descriptions so customers understand them without needing a call.
Step 4 — Add internal notes or photos (optional)
Quotes support attachments and internal notes:
- Photos – property photos, materials, reference images
- Internal notes – things your team should remember
- Files – PDFs, diagrams, or supporting documents
Step 5 — Review and save the quote
Before sending, review:
- Customer name and email
- Pricing and totals
- Any message you want the customer to read
Click Save to generate the quote.
Step 6 — Send the quote to the customer
After saving, click Send Quote to open the email preview window. You can:
- Adjust the email message
- Attach additional documents
- Send a copy to yourself or a team inbox
The customer receives a mobile-friendly email with a link to view the quote online.
Step 7 — Track views and acceptance
Once sent, CrossMerg tracks:
- When the customer viewed the quote
- Whether they accepted or declined it
- Any comments they leave
Step 8 — Convert the quote into a job
When the customer accepts, click Create Job. All contact information, pricing, and notes transfer automatically.
3. Tips & common questions
“Should quotes include taxes or fees?”
If your region requires taxes, enable tax fields in Settings and apply them as needed.
“Can customers approve electronically?”
Yes — customers can approve by clicking a single button in the quote viewer. Their approval is recorded with timestamp and IP address.
“What if I need optional line items?”
You can add optional items so customers can choose which options they want before accepting.
“Can I duplicate a quote?”
Yes — use Copy Quote to reuse a structure for another customer or job.
4. What to read next
After creating and sending your first quote, these guides are the natural follow-up: