From estimate to a client-ready proposal
Turn your estimate into a branded proposal and share it with a link.
Matterial's quotes take the estimate you already built and turn it into a presentable proposal, with your logo, your colors, and your commercial terms. You send it with a link the client opens from any device and accepts online, with no PDFs going back and forth and no stray versions lost in email.
| Line item | Budget | Spent | Progress | Status |
|---|---|---|---|---|
| Concrete and foundation | $612,000 | $598,000 | On track | |
| Steel structure | $486,000 | $502,000 | Over budget | |
| MEP systems | $398,000 | $240,000 | In progress | |
| Masonry | $354,000 | $160,000 | In progress | |
| Finishes | $520,000 | $70,000 | In progress |
What problem it solves
Putting the client proposal together is usually a second job: copying the estimate into Word or Excel, laying it out, exporting the PDF, and chasing the signature over WhatsApp. Every change means rebuilding the document, and in the end nobody knows which version is the right one or whether the client has already accepted it.
How it works
Start from the estimate
Your already-quantified estimate becomes a proposal without re-entering line items or quantities.
Add your branding
Add your logo, colors, scope, and commercial terms so the proposal goes out with your company's identity.
Share the link
Instead of a PDF attachment, you send a link the client opens from a phone or a computer.
The client accepts online
The client reviews and accepts from the same link, and you see when they opened it and when they approved it.
What's included
- Proposal generated straight from the estimate
- Branding with your logo, colors, and commercial terms
- Shareable link the client opens with nothing to install
- Online acceptance by the client
- Configurable level of detail: by line item or summarized
- Quote history per project
Who it's for
Works with the rest of Matterial
Frequently asked questions
How do I create a client quote in Matterial?
You start from the estimate you already built, add your branding and commercial terms, and Matterial generates the proposal ready to share by link.
Can the client accept the proposal online?
Yes. The client opens the link from any device, reviews the proposal, and accepts it right there, with no printing or resending emails.
Can I brand the proposal with my company's identity?
Yes. You can use your logo, your colors, and your commercial terms so the quote goes out with your construction company's identity.
What happens if the estimate changes after I send the quote?
Because the proposal is generated from the estimate, you update the figures and share the link again with the current version, without rebuilding the document from scratch.
Get started today with Matterial
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