Win work · Quote to signed proposal
Built against the same price book and job record as the work order it becomes. Good, Better, Best tiers, a deposit gate, and a share link the customer accepts with one click — for HVAC, mechanical, and plumbing work on one estimate.
What it is
A proposalin Thermal is an estimate built against the price book, tied to a customer and a service site from the start — not a document assembled separately and then re-typed into the job record once it's approved. Line items pull real pricing, tier deltas, and overrides from the same price book the invoice will later read from.
Once a customer accepts, the proposal converts directly into a work order or an invoice — the same record, not a fresh one someone has to rebuild from scratch.
A proposal starts at the customer and the service site, prices against the same price book the shop uses everywhere else, and converts directly into the work order or invoice it becomes.
One account. The deal is made here.
You are hereThe address the work happens at.
Priced against the unit the quote touches.
A new agreement usually starts as a quote.
The accepted tier becomes the work order.
Built from the accepted tier, not re-typed.
When the customer says yes, the accepted tier becomes the work order or the invoice — the same line items carry over, so nothing gets re-typed. And a proposal that becomes a recurring contract can grow into a service agreement on the same records.
| Proposal | Customer & site | Tiers | Accepted total | Deposit | Status |
|---|---|---|---|---|---|
| PR‑2210 | Northgate MedicalRoof B · Ottawa | 3 | $18,400 | 50% | Awaiting approval |
| PR‑2211 | Cedar Park LogisticsDC 3 · Mississauga | 2 | $9,750 | — | Deposit pending |
| PR‑2213 | Riverside FoodsPlant 2 · Winnipeg | 3 | $42,900 | Paid | Accepted |
| PR‑2215 | Harbour Point TowerPenthouse · Halifax | 1 | $7,200 | — | Sent to customer |
| PR‑2217 | Westfield Distribution4 sites · Prairie | 3 | $26,850 | 25% | In draft |
Seven pieces of how a quote gets built, priced, and approved — most of it live today, one row on the roadmap and proud of it.
A proposal ties to the customer and service site from the moment it's created, and converts directly into the work order or invoice it becomes — no re-entry once it's accepted. The line items a customer approved are the line items the crew works from.
Line items pull real pricing and overrides straight from the shop's price book, so an estimator isn't hand-typing prices that could drift from what the invoice will later charge. What's quoted, what's invoiced, and what's on the price book stay the same number.
Member and commercial pricing apply as configured deltas off the standard price, with per-item overrides and a rounding rule the shop sets once — not a manual discount typed in on every quote. The discount lives in the configuration, not in whoever happened to build the estimate.
A proposal can carry multiple priced tiers side by side, and the customer's accepted tier is the one that becomes the work order — the two tiers they didn't pick never touch the job record. The customer chooses with real numbers in front of them, not three vague options.
A proposal can require a deposit before it converts, and staff can require internal sign-off before a quote goes out the door — both gates are enforced, not just a checkbox on a form. A quote that needs money down cannot become a job until that gate clears.
The customer opens a secure, single-use share link and accepts with a click — the acceptance is timestamped and recorded on the proposal, with no password or portal account required to say yes. The decision is made where the customer actually is, not back at the office in an email thread.
Thermal's signature capture — typed or drawn, with versioned consent language — already runs live for rental and lease agreements. Extending that same capture to quotes is on the roadmap; today, quote acceptance is a recorded click, not a signature.
Three boundaries that keep the estimate honest.
Thermal prices what you put on the quote from your price book — it doesn't generate the scope or the estimate. The judgment about what a job involves stays with the estimator, where it belongs.
Quote acceptance today is a recorded, timestamped click on a secure link. Real signature capture is live for rental and lease agreements and rentals — extending it to quotes is on the roadmap, not built.
A deposit requirement or internal sign-off gate is enforced at the moment it matters — a proposal that needs money down can't convert into work until that gate clears, and nothing posts to the books unreviewed.
If a capability isn't on this page, assume it isn't built. We'd rather lose a deal on a missing feature than win one on a sentence that turns out to be aspirational.
A quote is a bridge record — these are the surfaces it flows between.
The ones that come up when a shop is tired of re-typing quotes into the job.
Yes — a proposal's line items pull from the same price book the invoice will later read from, so what the customer approved is what gets billed, not a separate number typed in twice. The price book is the single source, end to end.
Yes — a proposal can carry Good, Better, Best option tiers side by side, and only the tier the customer accepts becomes the work order or invoice; the other tiers never touch the job record. The comparison happens on the document, not across three phone calls.
No — a customer accepts through a secure, single-use share link with one click. No password or portal account is required, though the same customer can also see the proposal in their portal if they have one. The acceptance is timestamped on the proposal either way.
Not yet. Today a customer's acceptance is a recorded, timestamped click on a secure link. Thermal's signature capture — typed or drawn, with versioned consent — already runs live for rental and lease agreements; extending it to quotes specifically is on the roadmap, not built.
Yes — a deposit requirement is enforced at acceptance, not just noted on the document, so a proposal that needs money down can't convert into a work order until that gate clears. Internal sign-off gates work the same way.
It converts directly into a work order or an invoice, carrying the accepted tier's line items and totals with it — the crew and the office are working from the same record the customer approved, not a re-typed copy. Nothing about the accepted deal gets lost in handoff.
Bring the last quote you had to rebuild by hand after it was accepted and watch it become the job record on the call.