Quote & Proposal Generator
Build proposals & agreements for customers
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Order Type
🆕
New
New customer account
➕
Add-On
Existing customer, adding units
🔄
Renewal
Contract renewal / upgrade
Customer Details
Billing Address
Shipping Address
Equipment Selection
📦
No equipment added yet
Click "Add Product" to select from the catalog
Monthly Access Plans
Contract Term & Billing
Month-to-Month
No commitment
24 Months
2-Year Agreement
36 Months
★ Best Value
Attached Documents
📎
No documents attached
Attach documents from the library to include references with this proposal
Save proposal records, download documents, and send agreements for secure signature.
Email Proposal / Agreement
Proposal emails are sent to the customer email in Customer Details. Agreement emails send a secure HTML signing page to that same customer email, and the signed PDF with certificate is emailed automatically after signature.
Quote Summary
Equipment Subtotal $0.00
Tax
% $0.00
Access Plan Deposit (2 mo.) $0.00
Total Due$0.00
Monthly Total $0.00/mo
Contract: 24 Months
Order Type: New
Video Telematics Onboarding
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No onboarding records yet
Signed and unsigned Video Telematics Onboarding records will appear here after they are sent for signature.
Document Library
📂
No documents uploaded yet
Upload PDFs, Word docs, or images to attach them to proposals