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Sharing with clients

Give the client good, better, and best

Present up to three versions of one spec sheet where most lines are shared and only the upgrade-relevant lines differ. The client browses them side by side.

Updated July 25, 2026 · 2 min read

Most of a house does not change between a good package and a best package. Framing is framing. What changes is the twenty lines the client actually has an opinion about, and those are the lines tiers are for.

Three tiers, renamable

A project can carry up to three tiers. They default to Good, Better, and Best, and you can rename them to whatever you call them: Standard, Upgrade, Premium, or the client's own words.

Only the differences are stored

You do not build three spec sheets. You build one, and then set a variant on the specific lines that differ.

A line with no variant appears identically in every tier. A line with variants shows its own manufacturer, model, finish, and price per tier. That is why adding a third tier to a finished sheet is twenty minutes and not a day.

Authoring the variants

In the editor, set which tier you are authoring, then change the lines that differ. Lines you have not touched stay shared, and the editor shows you which lines carry variants so you can see the shape of the upgrade at a glance.

What the client sees

On the share link the client can switch between tiers and watch the sheet and the totals change.

The share surface is read only. Browsing a tier does not select it and nothing about their browsing is recorded. When you want a decision on the record, that is what a formal approval is for, and the approval snapshot captures which tier they approved.

Exporting one tier

PDF export produces a single tier at a time, because a printed document that silently contains three prices is a document that will be misread. Pick the tier, export it, and it prints as the spec sheet for that tier.

Availability

Tiered proposals are on Pro and up. See pricing.