Quotes That Win Jobs Before You Leave the Driveway
Build a quote, collect a deposit, get digital approval — all from your phone. Customers approve with one tap.
See it in action
QUOTE #247
James Henderson
jhenderson@example.com
(555) 391-8247
4821 Palmetto Drive, Sarasota, FL
$285.00
Mulch Installation
Supply and install premium black mulch in all landscape beds to improve appearance, suppress weeds, and retain soil moisture.
The problem
You spend 20 minutes building a quote, send it as a PDF, and then wait a week for the customer to print it, sign it, scan it, and email it back. Half of them never do.
How Zotley solves it
Zotley quotes are digital from the start. Build line items with your saved services, set a deposit, and send a link. The customer opens the quote on their phone, reviews the total, pays the deposit by card if required, and taps Approve. The quote confirms the moment payment clears. For recurring services, approval creates a subscription and begins generating jobs automatically.
What’s included
Line-item builder with templates
Add services from your catalog as one-click buttons. Set quantity, unit, and price per line. Attach images to any line item. Save quote configurations as reusable templates.
Deposit collection via Stripe
Set a required deposit (flat dollar amount or percentage). The customer's Approve button only appears after they pay by card. The quote auto-approves the moment Stripe confirms payment.
Manual deposit recording
Collected cash or check? Record it manually. The deposit still carries to the invoice and reduces the balance due.
Customer approval link — no login required
The customer gets a public link. They open it, review the line items, and tap Approve or Decline. Status updates in your dashboard the moment they interact.
Recurring quote → subscription
Mark a quote as recurring and set the frequency. When the customer approves, Zotley creates a subscription and starts generating scheduled jobs automatically.
Send by email or SMS
Send the quote link via email, SMS, or both. Status updates to 'viewed' the moment they open it. You know exactly where every quote stands.
Run it by voice
Quote and schedule while you're still at the property
“Create a quote for Mrs. Thompson for weekly lawn mowing at $85 per visit, send it to her phone”
Zotley finds Mrs. Thompson's record, builds the recurring quote with your saved lawn mowing service, and sends her an SMS with the approval link — before you back out of the driveway.
Frequently asked questions
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