FASTEST PATH
QUOTE WORKSPACE
Create, send, and track quotes
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Create new quote
Quote builder — templates, smart draft, and automation handle the heavy lifting. Full form below when you need fine control.
AUTOMATION
Follow-ups & reminders
Owner/manager — not-opened reminders and sent follow-ups. Price list lives under Business settings.
TIER 2
Good / Better / Best
Pick work type in the full builder, then tap a tier — only that tier’s lines stay (tiers replace each other).
FULL BUILDER
Quote details & line items
Template, scope, line items, then province & tax — customer is set in Fastest path above.
ORGANIZATION
Business settings
Branding, customers, price catalog, tax presets, and AI preferences for your whole team.
BILLING
Plan & usage
Your monthly quote and team seat usage for this billing period. Contact PolarDraft to upgrade or adjust limits.
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BRAND
Company branding
Shown on PDFs, emails, and the customer quote link. Owner/manager only.
PRICING
Price catalog
Item codes are prefixed by category (e.g. SVC-001). Smart draft applies these prices; adjust on any quote as needed.
| Category | Item code | Description | Unit price (CAD) |
|---|
TAX
Province tax presets
Used when you apply a province preset on new quotes. Update after CRA or provincial rate announcements.
| Province | GST % | PST % | HST % | QST % |
|---|
TIER 2
Good / Better / Best packages
Pre-define line items and prices per work type. Create quote uses these when customers pick a tier.
| Category | Item code | Description | Qty | Unit price |
|---|
CRM
Customer directory
Customers are saved automatically when you create a quote. Edit contact details here — linked quotes update too.
0 customers
| Name | Phone | Quotes | Accepted | Rejected | Not reviewed | ||
|---|---|---|---|---|---|---|---|
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CUSTOMER PROFILE
Customer
Recent quotes
Edit customer
SMART DRAFT
AI & quick quote preferences
Optional hints for Smart draft and Quick quote — not shown to customers. PolarDraft still picks templates and line items automatically; these notes steer choices when several options fit.
- Prefer flat-rate duct cleaning for residential
- Default to premium filters on furnace replacements
- Use EQP- codes for Goodman equipment only
Quotes dashboard
Manage status from draft to accepted. Use send to generate customer-facing quote links.
Draft value
CAD 0.00
Pipeline value (sent + viewed)
CAD 0.00
Won value
CAD 0.00
Close rate (accepted vs decisions)
0%
Win / loss insights (Tier 1)
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Notifications
Outbound sends and reminders vs in-app activity (follow-ups, decisions).
Total
0
Sent
0
Scheduled
0
Failed