No manual, no onboarding call. Pick your trade, make it yours, and send a clean, branded quote your client can approve and pay on. Here's the whole thing, step by step.
Choose your line of work and InForge sets up a starting intake form and matching pricing in one click — the right questions, packages, and add-ons for your trade. Don't see yours? Start from Custom and shape it yourself.
On the Industry pageFine-tune the intake form to match how you actually work — rename packages, add or remove components and options, and adjust the questions clients answer. This is the form clients fill out to request a quote.
On the Form pagePut in your real numbers — base packages, per-unit line items, add-ons, and any monthly retainers. These drive the quote total automatically, so every client sees a consistent, professional price built from your rules.
On the Pricing pageBring your own AI key and the assistant can help clients describe their project and draft a first-pass scope in plain language. You connect your own key, so you pay your provider directly and we never mark it up. Skip this and everything still works — the AI help just stays off.
On the Branding pageAdd your own Stripe or deposit pay-link so a client can put money down the moment they approve. Payments run through your own processor at your own rates — no platform fee on your projects. Skip it and quotes still send; clients just won't see a "Pay deposit" button.
On the Branding pageOut of the box, quotes send branded with your studio name and replies come to you — no setup needed. Want them to send from your own domain with zero trace of us? Connect your own sender — a Resend key or your own SMTP server (Gmail, Outlook, Mailgun, self-hosted) — and every quote goes out from your address, through your own account. Totally optional — the default already looks like it's from you.
On the Branding pageShare your intake link (or its QR code) and let clients request a quote themselves — or, when a lead comes in, review it and hit Approve. The finished quote is delivered to your client automatically, branded as you, with their own portal to view it, e-sign, and pay.
From your DashboardSteps 4–6 are optional power-ups — AI, payments, and your own email. Skip any of them and InForge still sends clean, branded quotes from day one; add them whenever you're ready.
Your client should see your name — not ours. Here's exactly how that works.
You don't send from your personal inbox. By default, InForge sends the quote for you, but your client sees it from your studio's name, and when they reply it lands in your email — not ours. To them, it's simply a message from your business.
Want it to send from your own domain with zero trace of us? You can — connect your own email key on the Branding page (step 6 above) and every quote goes out from your address, through your own account. Optional, but there if you want the last mile of white-label.
Create your studio account in under a minute. Your first scope of work is on us.
Get started free →