Garage Door Quotes (/garage-door-quotes) is a four-step configurator with a live Door Preview and pricing breakdown. Super Admins maintain motors, colors, styles, catalog feeds, and service zones under Settings to Garage Door Admin. Customers open a public link to pick Good / Better / Best, e-sign, and download a PDF.
Quote CRUD uses garage-door-quotes:view / create / update / delete. Admin catalog and feeds require Super Admin as well as garage door industry. Search and filter quotes by status: Draft, Sent, Viewed, Accepted, Declined, Expired, Converted. Four-step builder: Specifications to Options to Customer to Review. Specs: length (1, 50 ft), height (1, 20 ft), manufacturer, color, style, insulation. Door Preview and pricing update live. Options: windows, motor, one-piece conversion, dump fee, framing required. AI door assistant, describe the door in plain language (for example “16x7 white raised panel with windows”) to fill specs. Photo-to-spec is available on the API. Good / Better / Best package cards from the pricing engine; packages save on the quote. Assign a customer and notes; share by copy link, email, or SMS. Download PDF; customer can download the public PDF.
Overview
Garage Door Quotes (
/garage-door-quotes) is a four-step configurator with a live Door Preview and pricing breakdown. Super Admins maintain motors, colors, styles, catalog feeds, and service zones under Settings → Garage Door Admin. Customers open a public link to pick Good / Better / Best, e-sign, and download a PDF.How to access
| Area | Menu path | Route |
|---|---|---|
| Quote list | Garage Door Quotes | /garage-door-quotes |
| New quote | New or Quick Links New Garage Door Quote | /garage-door-quotes/new |
| Detail | Click a row | /garage-door-quotes/:id |
| Edit | Detail Edit | /garage-door-quotes/:id/edit |
| Public (customer) | Share link | /garage-door-quotes/:id/public?token= |
| Catalog / zones | Settings → Garage Door Admin | /settings/garage-door-admin |
Requires
industryType garage door. Quote CRUD uses garage-door-quotes:view / create / update / delete. Admin catalog and feeds require Super Admin as well as garage door industry.How do you search and filter quotes by status: Draft, Sent, Viewed, Accepted, Declined, Expired, Converted?
Search and filter quotes by status: Draft, Sent, Viewed, Accepted, Declined, Expired, Converted.
- Search and filter quotes by status: Draft, Sent, Viewed, Accepted, Declined, Expired, Converted.
- Four-step builder: Specifications → Options → Customer → Review.
- Specs: length (1–50 ft), height (1–20 ft), manufacturer, color, style, insulation. Door Preview and pricing update live.
- Options: windows, motor, one-piece conversion, dump fee, framing required.
- AI door assistant — describe the door in plain language (for example “16x7 white raised panel with windows”) to fill specs. Photo-to-spec is available on the API.
- Good / Better / Best package cards from the pricing engine; packages save on the quote.
- Assign a customer and notes; share by copy link, email, or SMS.
- Download PDF; customer can download the public PDF.
- Public page: pick a package, e-sign (mouse or touch), Accept or Decline.
- Convert to estimate, invoice, or job.
- Admin: motors, manufacturers, colors, styles, insulation, pricing, catalog feeds (run, approve/reject, CSV import), service zones (zip prefixes with surcharge / markup delta), and Seed default catalog.
Prerequisites
- Business industry set to garage door.
- Catalog seeded or maintained under Garage Door Admin (Super Admin).
- Email/SMS configured if you share by those channels.
- Optional: 3D Visualizer garage-door mode on your website; quotes can import from a visualizer submission.
Step-by-step
Seed or maintain the catalog (Super Admin)
- Go to Settings → Garage Door Admin.
- Click Seed default catalog if tables are empty.
- Use the tabs to add motors, manufacturers, colors, styles, insulation, and pricing rules.
- Catalog feeds — run a vendor feed, review pending rows, approve or reject, or import CSV (
category,code,name,hexCode,price). - Service zones — zip prefixes with a surcharge and optional markup delta. Quotes in those zips pick up a zone surcharge.
Build a quote
- Go to Garage Door Quotes → New (
/garage-door-quotes/new). - Specifications — enter size and pick manufacturer, color, style, insulation. Confirm Door Preview and the pricing breakdown.
- Optionally use AI door assistant to fill the spec from a sentence.
- Options — windows, motor, one-piece, dump fee, framing. Pricing recalculates.
- Customer — search and attach a customer; add notes.
- Review — confirm Good / Better / Best packages and totals, then save.
Share, sign, and convert
- Open
/garage-door-quotes/:id. - Share — copy link, email, or SMS (a share token is created first). Status moves toward Sent.
- Download PDF for the staff copy.
- The customer opens the public link, selects a package, signs, and Accepts or Declines.
- Use Convert to Estimate, Invoice, or Job when you are ready to bill or schedule.
Current limitations
- Menu, Quick Links, and admin routes are hidden unless the business is garage door.
- Catalog feeds and service zones are Super Admin only.
- Pricing comes from the garage door engine and catalog, not from generic price book lines. Convert to a standard estimate when you need line-item AR.
- HVAC businesses use HVAC Comfort Proposals instead.
Related features
- 3D Visualizer — photo-based door visualization on the web
- Estimate Builder — generic multi-option estimates after convert
- HVAC Comfort Proposals — parallel industry sales tool
- Website Widgets — embed visualizer or price book on your site