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Tiered Quote: Adding a Deposit

How to require a deposit on a Tiered Quote package.

Setting a Deposit

While editing a package, you can add a deposit amount for that package before previewing or sending it.

Deposits Are Per Package

Because each package can have different pricing, deposits are set per package rather than once for the whole proposal — so a customer choosing your Best package could have a different deposit than one choosing Good.

When It's Collected

The customer pays their deposit as part of approving their chosen package — after selecting a package and reviewing add-ons, they sign and pay in the same flow. See What Your Customer Sees.


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