SALES VISUALIZER / FIELD NOTES
Build an outdoor estimate buyers can actually compare.

REVIEW LIST
1. Label the number as an estimate or confirmed quote.
2. Show selected accessories beside their costs.
3. Explain delivery, installation, tax, and site-work treatment.
4. Check sample configurations against your agreed pricing method.

WORKED EXAMPLE
Worked example: an itemized product estimate
In a hypothetical pergola example, the structure is $6,600, side screens are $850, and lighting is $300. The example product total is $7,750. These figures illustrate a breakdown, not an offer.
- Show all three selected items alongside the total.
- State that tax, delivery, installation, and site preparation are excluded.
- Explain which details your team needs before confirming a final quote.

Read the guide: https://salesvisualizer.com/blog/an-estimate-buyers-can-compare/
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