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SLABOS / THE WORKFLOW IN ACTION

Customer proposals, delivery and published revisions

Keep the customer portal on the published quote revision while you edit. Press Update Portals to share the revision; job progress, photos and invoices continue updating live.

THE WORKFLOW IN ACTIONSLABOS · 36 SEC
SEE IT IN YOUR SHOP ↗

Public capability guide · Quote & win

A countertop proposal includes more than a price. SlabOS connects the saved quote to its document presentation and customer delivery, with portal context for applicable revision workflows. Buyers can evaluate whether drawings, commercial details and customer-facing versions remain consistent as the project develops.

Inputs this workflow uses

A saved quote, intended recipient, document presentation and the version to share.

Outputs to evaluate

A customer proposal and delivery or portal state associated with the intended record.

A representative demonstration

Show a sample quote's actual PDF beside the customer-facing version, identifying the revision and recipient.

Bring a representative job to a SlabOS demo and see how this capability fits your shop’s work.

Scope and availability

Sending, viewing and signing are different events. Portal update controls are specific to applicable revision workflows.

Product context and useful resources

SLABOS IN MOTION 03 FILMS

SEE THE WORKFLOW.IN MORE DETAIL.

A closer look at the decisions, details and handoffs that make the work happen.

I Never Signed That

Three weeks after install: "I never signed that." In SlabOS, signing takes a one-time emailed code that expires in 10 minutes. Wrong code, nothing signs. Replaced drawing, refused. The signed drawing carries its own verification record. slabos.com

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Let customers choose a color on the quote

Present multiple color options on one quote link. The customer's selection approves the option and notifies the shop so it can prepare the contract or refine the quote.

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Build a branded proposal template

Build a branded quote template in SlabOS with your logo, project fields, the quote's drawing, pricing and terms, then preview the same quote as a Standard or a Premium PDF with a cover page and intro letter.

Read the clip: text and visual description

SlabOS: Build a branded proposal template. Video transcript (no voice-over; all information is on screen).

Your quote looks generic? No logo, no cover, no brand.

In SlabOS, under Templates, build a Quote & Order template:
Brand: the company header and your logo.
Fields: Quote/Order Info and Project Address.
Drawing: the quote's 2D drawing.
Pricing: the Price Summary, with the quote's lines and totals.
Terms: Terms & Conditions and Customer Sign-Off.
Page Break: forces a new PDF page.

Style: the active style can be Standard, Raw or Premium. Premium adds a cover page, an intro letter and an accent color.
The cover page shows your logo, "Proposal", Prepared for (Kitchen Remodel, Austin, TX), Prepared by (Your Shop), the date and the quote number.

Same quote, two formats: the Standard template prints 2 pages; the Premium template prints 4 pages.
Preview quote: the PDF preview shows page 1, page 2, page 3 and page 4 of quote Q-1042 with the Premium template.
PDF page 4 of 4: Price Summary for the Kitchen area.
Quartz, 57.2 square feet: $4,576.00. Fab and install: $1,430.00. Sink cutout: $250.00.
Subtotal $6,256.00. Tax 8.25%: $516.12. Total: $6,772.12. Same total on both formats.

Build it once. Brand every quote.
SlabOS. Branded proposals from your templates. slabos.com. Book a demo.

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Take the sales workflow onto the phone.

Explore the salesperson’s daily workspace, then follow a mobile quote from its drawing to a 3D presentation.

The SlabOS knowledge library

Every workflow.
One place to go deeper.

Explore the capability guides, workflow articles, product reports and connected resources behind SlabOS.