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Countertop quote intake and project requirements
A useful estimate begins with the right customer, jobsite and scope information. SlabOS quote intake collects that context before detailed drawing and pricing. The public website widget offers a complementary customer-facing entry point, while CRM connects the incoming request to ownership and follow-up.
Inputs this workflow uses
Billing customer, jobsite, project contacts, commercial terms and required intake answers.
Outputs to evaluate
A quote record with context for the estimator and related sales work.
A representative demonstration
Show a synthetic builder request becoming a quote with the correct billing customer and a different installation address.
Bring a representative job to a SlabOS demo and see how this capability fits your shop’s work.
Scope and availability
The intake form is optional and depends on shop configuration. A customer submission still needs estimator review.
Product context and useful resources
- Website Quoting
Explore website intake that produces a drawing and draft for estimator review.
- Pipeline & CRM
Connect the workflow to sales ownership, opportunities and follow-up work.
- For Sage Fabricators
See the public explanation of program pricing, forms and production context for Sage fabricators.