> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zuper.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Difference Between Proposals and Quotes

The following table outlines the key differences between **Proposals** and **Quotes** in Zuper, helping you understand their unique purposes and features.

| Feature                         | Proposal                                                                                                                                                                                                                                                                                                         | Quote                                                                                                                                                                                                                               |
| ------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Purpose**                     | A preliminary document designed to showcase service offerings, pricing options, and flexibility during negotiations.                                                                                                                                                                                             | A formal document that finalizes the agreed-upon services, pricing, and terms.                                                                                                                                                      |
| **Customization**               | Allows adding multiple service options with flexible pricing to let customers choose what suits them best.                                                                                                                                                                                                       | Contains fixed details with no room for customization after customer approval.                                                                                                                                                      |
| **Negotiation**                 | Enables back-and-forth communication between the business and the customer to finalize terms and services.                                                                                                                                                                                                       | Represents final, agreed-upon terms that are ready for execution without further negotiation.                                                                                                                                       |
| **Approval Process**            | Requires explicit customer approval before being converted into a quote.                                                                                                                                                                                                                                         | Indicates services and pricing already approved by the customer and ready for execution.                                                                                                                                            |
| **Uses**                        | Can present options like different service packages (e.g., basic, premium) for customer review and decision-making.                                                                                                                                                                                              | When the customer has selected an option, and the details are ready to move forward as a job or project.                                                                                                                            |
| **Workflow in Zuper**           | <ol><li> Navigate to the **Proposals** section. </li><li> Create a proposal by adding service options, pricing, and terms.</li><li> Send it to the customer for review and approval.</li><li> Convert it into a quote after approval.  </li></ol>                                                                | <ol><li> Navigate to the **Quotes** section. </li><li> Create a quote with finalized details. </li><li> Share it with the customer for execution.  </li></ol>                                                                       |
| **Examples**                    | <ol><li>  A service business presents multiple repair package options (e.g., **Basic Repair** vs. **Comprehensive Repair**) for the customer to choose from. </li><li>  A facility maintenance company sends a proposal with pricing for weekly, bi-weekly, and monthly maintenance plans for review. </li></ol> | <ol><li> After the customer approves the selected package, a finalized quote is created for the **Comprehensive Repair**.</li><li> A quote for a fixed monthly maintenance plan is issued after the customer’s approval. </li></ol> |
| **Associated Actions in Zuper** | <ol><li>  Send reminders to customers for proposal review. </li><li> Update the proposal status (e.g., Draft, Sent, Approved, Declined).</li><li> Convert a proposal into a quote for execution. </li></ol>                                                                                                      | <ol><li> Track the status of the quote (e.g., Draft, Sent, Accepted). </li><li> Clone quotes for similar jobs.</li><li> Archive or cancel outdated quotes.    </li></ol>                                                            |