Open the customer or opportunity
Start from the account you are already working on.
CRM · QUOTES & PROPOSALS
Send a clear offer.
Keep the context.
Create a consistent path from a customer conversation to a quote, estimate or proposal, with the commercial details linked to the right client.
Quotes · Estimates · Proposals
CRM AT WORK
Commercial documents connected to the account
A proposal is part of the customer relationship, not a loose file. Field Serve helps keep the offer, the customer and the opportunity connected so the team can follow up with context.
Set out the work and price
Describe the scope, items, assumptions and pricing for the customer.
Prepare and send the offer
Share the quote, estimate or proposal using your configured communication method.
Keep the follow-up connected
Record the outcome and next steps against the customer history.
FROM PRICE LIST TO CUSTOMER APPROVAL
Make the offer specific enough to deliver.
A quote should show the customer what they are buying, what assumptions the price depends on and what the team will do once it is accepted.
Start from the right account
Open the customer or opportunity first. Confirm the recipient, billing details, service address and the contact who can approve the work before drafting an offer.
Use the company price list
Select the appropriate products or services from the workspace’s price list, then confirm quantities, units and any customer-specific adjustments. Do not assume a list price includes taxes, travel or third-party charges unless the quote says so.
Describe scope and exclusions
Explain deliverables, dependencies, timetable, customer responsibilities, validity period and exclusions in plain language. A short scope note can prevent a much longer disagreement later.
Keep status and decision
Record when the quote was prepared and sent, who received it, whether a revision was requested and the decision. On acceptance, carry the agreed scope into the project or work order.
A CONTROLLED APPROVAL ROUTE
Give staff a consistent way to prepare offers.
Agree which products may be quoted without review, which discounts need manager approval and who can change the shared price list. A salesperson can draft an offer from the agreed catalogue while a designated approver checks unusual terms or margin-sensitive work. Keep the approval decision and final version with the customer record.
Before sending externally, check the recipient and attachment, the currency, tax treatment, calculation, terms and validity date. If the customer replies by email, retain the response in the account history so the team does not act on an outdated version.
Price list ownership matters
Keep a named owner for each catalogue item, a review date and the conditions under which it applies. When a price changes, agree how open quotes will be treated rather than silently changing a previously issued offer.
QUOTES AND PROPOSALS
Questions before you send.
Can I prepare a quote from a client record?
The workflow is designed to start from a customer or opportunity so the offer and its follow-up remain connected. The exact document fields and sending method depend on the configured workspace.
Can staff edit the company price list?
Access is intended to be restricted by role. Your administrator should maintain the shared catalogue and confirm which staff may select items, apply discounts or request an exception.
Does Field Serve replace our signed contract?
No. A quote or proposal records a commercial offer; use your agreed contract and approval process for binding terms, data-processing terms and service commitments.