Start with the strongest source material you have. Render packet first, Zoho deal next, invoice paste when you need costs to land in metrics.
Best starting point when all you have is the render packet. It builds the room list and visual draft immediately.
Load the deal when you have it so client, address, contact, and scope arrive already framed for the quote.
Paste the supplier invoice email when you want shipping, materials, and tax to flow straight into business metrics.
Lock the client, scope, pricing model, and builder-specific release notes before you start shaping the customer-facing package.
Room structure, pricing, imagery, and highlights should feel complete here before you move into discounts, payment flow, and terms.
Once the room scope is right, shape options, discounts, invoice flow, and internal margin controls together so the proposal reads coherently.
Review the design, confirm the scope, and send back any revisions before approval.
Hi there,
Your Wisconsin Custom Closets proposal is ready to review.