Quoting software
Build a sharp, consistent quote from your own price book and let customers accept it online.
Price every quote the same way every time from your own price book and reusable kits, send it, and let the customer approve or decline online. The win turns into a job or an invoice in one click - no re-keying.
Spell out the detail behind a price
Some lines need more than a one-line description. Drop a small table under any quote or invoice line and lay out the things that matter - the make and model, the rating, a warranty, the standard you worked to - so the customer can see exactly what they're paying for. It prints on the quote, and it follows through to the invoice.
Add the detail right where the line lives
Hit 'Add additional details' under any line and a little table opens up beneath it. Type in whatever stands behind the price - a serial number, the make and model, the amperage, a warranty period, the standard you built to. Need more room? Add a row or a column with a tap, up to a tidy three across and three down. There's no separate notes box to hunt for and nothing to format - you fill in the cells and move on. Leave it blank on the lines that don't need it, and if one row is half-empty it'll flag it before you send, so nothing goes out looking unfinished.
It lands on the quote, then carries to the invoice
What you type shows up right under the line on the quote your customer receives, set out as a clean table - not buried in a paragraph at the bottom of the page. When the quote turns into an invoice, the detail comes with it, so you never re-type a serial number or a rating. It means fewer back-and-forth questions, and a quote that looks like you know exactly what you're doing.
Quote fast and consistently
- Build quotes from your own price book and reusable kits, so pricing is the same every time.
- Standard, fixed-price and scope-of-works layouts ready to send.
- Add a small details table under any line - make and model, ratings, warranties - and it prints right on the quote.
- Track each quote from draft to sent to accepted.
Let the customer decide online
- Customers approve or decline from their own login - no chasing for a signature.
- You see the moment a quote is accepted, so you always know where it stands.
Convert without re-keying
- Turn an accepted quote into a job or an invoice in a single action.
- Pricing and customer details carry across automatically.
- Save a winning quote as a kit so the next one is even faster.
Common questions
- Can customers accept a quote without printing and signing?
- Yes. Each customer can approve or decline a quote from the customer portal, so you get a clear yes without posting paper or chasing a signature.
- Do quote prices match what I charge on the job?
- They carry straight through. Convert an accepted quote to a job or invoice and the lines and prices come with it, so what you quoted is what you bill.
- Can I send different styles of quote?
- Yes. Standard, fixed-price and scope-of-works layouts are ready to send from the same price book, so a quick changeover and a full renovation each go out in the right format.
- Can I reuse a quote I've sent before?
- Save a winning quote as a kit and the materials, labour and price drop onto the next one in a tap, so a job you do often is never priced from scratch twice.
- Can I add extra detail under a line, like a serial number or a model?
- Yes. Open the details under any line and lay out the make, model, rating, warranty or the standard you worked to in a small table. It prints under the line on the quote and carries over when the quote becomes an invoice, so you only type it once.