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Office & Operations

Quoting & Proposals

Send an exclusion proposal that closes in the driveway

A price scribbled on the back of a business card does not sell a $4,000 seal-up. Homeowners approve work when they can see the chewed soffit, the options, and the warranty in one place.

Send a proposal a homeowner actually understands — attic photos of the damage, the removal price, the exclusion price, and the warranty — that they can approve from the driveway.

One connected part of the complete WildPipe operating system. Included on every account with unlimited users and no per-feature charges. See pricing

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Quoting & Proposals

Build visual, configurable proposals with service tiers, photos, measurements, options, signatures, and automated follow-up.

Good/better/best optionsPhoto-rich proposal builderDigital acceptance and signatures
ItemQtyTotal
Good/better/best options1$189
Photo-rich proposal builder1$1,850
Digital acceptance and signat…1$249

Summary

$2,288.00

Mitchell residence · #Q-1048

Subtotal$2,288.00
Tax$0.00
Deposit$500.00

Top tools

Top tools to help you win more removal and exclusion work

Owners, office managers, and CSRs live in this one — the people taking the calls, building tomorrow’s schedule, and getting the invoices out.

Photos sell the job

The chewed soffit and the droppings in the insulation go right in the proposal.

Give them options

Removal only, removal plus exclusion, or the full seal-up with warranty — side by side.

Signed on the spot

Customers approve and sign on their phone before your tech leaves the driveway.

Becomes real work

An approved proposal turns into the job and the invoice with nothing retyped.

Real-world scenarios

How this plays out in the field

Three jobs you have already run this month, and what WildPipe does with them.

  • 1Real-world scenario

    A tech finishes a squirrel inspection, builds the proposal in the attic with photos of the chewed wiring, and the homeowner approves before he’s off the ladder.

  • 2Real-world scenario

    A bat job gets three options: removal, removal with partial exclusion, and full-house exclusion with a five-year warranty. The homeowner picks the middle one himself.

  • 3Real-world scenario

    A commercial roach account needs a written scope for their corporate office. The proposal goes out looking like your company, not a text message.

The takeaway

Help customers understand the work and say yes faster.

How it works

The day-to-day flow

Your crew works the way they already do. WildPipe keeps the property, the paperwork, and the money attached to it.

  1. 1

    Build it

    Pull services and prices from your own price list and add the photos.

  2. 2

    Send it

    Text or email a link they can open anywhere.

  3. 3

    They approve

    You get notified and the work is ready to schedule.

What's included

All 8 pieces of Quoting & Proposals

Nothing here is an upgrade or an add-on. Some of it gets specific — that is on purpose, because this work is specific. Our team turns on what you need during setup.

  • Good/better/best options
  • Photo-rich proposal builder
  • Digital acceptance and signatures
  • Discount, tax, and follow-up automation
  • Drag-sortable line items preserved across customer and print views
  • Materials and labor breakdowns with customer visibility controls
  • Contact-only proposals and job creation after acceptance
  • Immutable accepted quotes with complete revision history

The result for your company

Help customers understand the work and say yes faster.

Start Free

We've got your back

You will not be setting this up alone

A specialist configures your services, prices, and workflow with you on a call, then trains your office and your techs before you go live.

Talk with our team

Tell us how your operation runs and we will show you exactly how this fits it — no pressure, no jargon.

Contact us

See what it costs

A flat 5% of the revenue you record. Every feature, unlimited users, and the 24/7 contact center included.

View pricing

Browse all 54 modules

This is one piece of the platform. The rest of your office, field, phone, and billing work lives here too.

All features

FAQ

Still have questions? We've got answers.

What does Quoting & Proposals actually do?

Send a proposal a homeowner actually understands — attic photos of the damage, the removal price, the exclusion price, and the warranty — that they can approve from the driveway.

Who on my team would use it?

Owners, office managers, and CSRs live in this one — the people taking the calls, building tomorrow’s schedule, and getting the invoices out.

Is Quoting & Proposals included with WildPipe?

Yes. Every feature is included. There are no upgrade tiers and no per-feature charges.

Can my whole team use it?

Yes. You get unlimited users, and each person sees the tools that fit their job.

Does it work on a phone in the field?

Yes. Techs get the same customer information and tools from the field app.

Ready to put Quoting & Proposals to work?

Help customers understand the work and say yes faster.