Documentation
Everything you need to ship your first quote.
Pick a section below or start with Welcome to Quotespan .
Getting started
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Welcome to Quotespan
Quotespan is an instant-quote tool for contractors: build pricing templates, share embeddable forms, and capture leads.
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Create an account
Sign up with email + password or Google, verify your email and log in.
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Onboarding tour
A guided three-step path: pick an industry, clone a starter template, build your first quote.
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Dashboard tour
Where every screen lives and how to navigate between Quotes, Templates, Forms, Leads, Analytics and Account.
Templates
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Templates overview
A template is a reusable pricing model with dimensions, categories, variants, labor, waste and markup.
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Dimensions & derived values
Numeric inputs with units and defaults, plus formulas that compute other values from them.
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Categories & variants
How line items are structured: consumable vs feature, required vs optional, variant prices and capacity.
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Conditional rules
Show or hide an entire category or just a single variant based on a dimension value.
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Labor pricing
Pick a flat labor fee or a per-dimension rate and let the engine compute labor cost.
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Waste & markup
Waste % is added to materials only; markup % is applied to the entire job cost.
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Starter templates
Clone a fully working template for common trades to skip the blank page.
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Keeping old quotes safe when templates change
Draft quotes auto-update when the template changes; sent and accepted quotes stay frozen.
Quotes
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The quote builder
A multi-step wizard: pick a template, enter dimensions, choose categories, review and save.
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Quote detail page
Breakdown, bill of materials, share link controls and status changes for one saved quote.
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Bill of materials
Per-quote purchase list with required vs purchase quantity, overage and a CSV export.
Public forms
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Public forms overview
Every template gets a public form at /q/[slug] — turn it on, copy the link, you’re live.
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Customizing the form
Hide inputs and categories per template, control which lead fields are required.
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Price display & lead gating
Show prices instantly, blur them, or hide behind a “get my price” modal — and choose between exact figures and rounded ranges.
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Branding the public form
Logo, primary color, intro and thank-you copy — all per template.
Leads
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Leads inbox
Filter, sort, archive, export. Statuses: new, awaiting_review, contacted, won, lost.
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Working a lead
Open the lead drawer to see contact info, the full computed quote, change status, add notes.
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Lead notifications
Email via Mailgun (always); SMS via Twilio (optional). Retried with backoff and resendable.