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Proposals & invoicing

A quote your customer approves in one tap priced from the measurement.

Retail comes from your target margin per film, with labor and caulk in. The customer opens a tokenized proposal, approves, signs, and leaves a deposit — no account. When the work is done, the invoice is generated from the same job, and every dollar traces back to the pane you measured.

Estimate to paid, from one record. No blank spreadsheet.

Quotes retyped, margins guessed, invoices from a blank page.

The solution

Quote and bill from the job itself.

SightLine prices the proposal from the measured panes and your per-film margin, with labor and caulk lines, then shares it as a tokenized link the customer approves, signs, and pays a deposit on — no account. The invoice is generated from that same record, tracked against estimated vs actual cost, and reconciled to QuickBooks. Change orders and customer POs live on the job too.

  • Price from the measurement Retail derives from your target margin per film, plus labor and caulk
  • Send, approve, deposit A tokenized proposal the customer approves, e-signs, and pays a deposit on in one tap, no login
  • Invoice from the job, reconcile Tracked estimated vs actual cost, reconciled to QuickBooks
  • Change orders and customer POs live on the job too
Why it works

Priced from the measurement. Paid from one record.

Quote in minutes, from the measurement.

Priced off the panes you already measured — not re-entered, not guessed.

From estimate to paid, in one place.

Proposal, deposit, invoice, payment, QuickBooks — one record, no re-keying between systems.

Every dollar traceable.

The invoice starts from the job, not a blank form — each line traces to a measured pane and a film price.

From estimate to paid.

  1. 01Measure
  2. 02Price (margin)
  3. 03Proposal
  4. 04Approve & sign
  5. 05Deposit
  6. 06Invoice
  7. 07Payment
  8. 08QuickBooks

The panes set the price

The measured panes set the square footage the proposal is priced from.

Measured panes

Priced from your margin

Retail derives from your target margin per film, plus labor and caulk.

Target margin

A tokenized link

Shared as a tokenized link — no customer account required.

No login

One tap, e-signed

The customer approves and e-signs in one tap on the same link.

E-sign

Deposit collected

A deposit is collected on the same tokenized link.

Deposit

Generated from the job

The invoice generates from the same record and tracks estimated vs actual cost.

Estimated vs actual

Card payments, private beta

Card payments (Stripe) are in private beta; deposits and invoicing are available today.

Stripe · private beta

Reconciled

Invoices and payments reconcile to QuickBooks.

QuickBooks
Built, tested, in production

The quote, the invoice, and the job agree.

1
record, quote to paid
Traceable
every invoice line
QuickBooks
reconcile
0
customer accounts

The ones we actually get.

Do my customers need an account to approve or pay?

No. Every proposal and invoice is a tokenized link — approve, sign, and pay in one tap, no login.

How is pricing set?

Retail derives from your target margin per film, with labor and caulk lines — not cost-plus guesswork.

Does it work with QuickBooks?

Yes — invoices and payments reconcile to QuickBooks.

Can I take card payments?

Card payments are in private beta; deposits and invoicing are available today.

Price a real job.

Book a demo and we will quote one of your actual jobs from the measurement and send you the proposal, or open the live demo and try it. No credit card, 30 days free.

Book a demo
& Invoicing Proposals & Invoicing — FilmOptix · FilmOptix