Quote builders
Build a quote from your own services and rates instead of rebuilding a spreadsheet every time one is needed.
Quotes, Proposals & Payments
From estimate to accepted to paid.
Quotes that become proposals, proposals that get accepted, and deposits collected without chasing — built around the way you already price work rather than a generic template you fill in each time.
What it can include
Built from the parts you actually need.
Take the whole thing or start with one part of it. Nothing here is a fixed package — each piece can be built on its own and connected later.
Service & price catalogue
Your items, rates and options held in one place, so every quote starts consistent and stays that way.
Proposals
A quote presented properly: what is included, what it costs, and what happens after they say yes.
Acceptance & signature
Accepted online and recorded with a date and a version, rather than a yes buried in a text message.
Deposits & payments
Take a deposit at the moment of acceptance, while the decision is still fresh and the job is still wanted.
Invoices & receipts
What was accepted becomes what gets invoiced, without anyone re-entering the same numbers a third time.
Chase-ups
Quotes that go quiet get followed up on a schedule, instead of whenever somebody happens to remember.
Reporting
What you quoted, what was accepted, what is still open, and where things stop moving.
Built around the workflow
A quote should know what happens next.
Not end when you press send.
Most quoting is a document: build it, attach it, send it, and hope. What is missing is everything after — whether it was opened, whether it was accepted, what was agreed, and whether the deposit ever arrived. That part is the difference between a quote and a system.
Start with one tool. Build toward one system.
Quoting is often where the most time disappears and the most work quietly goes cold. It is a good place to start, and a bad place to stop.
- 01
One piece
Start with quoting, if that is the part currently costing you evenings and weekends.
- 02
Connected
Connect it to the CRM, your website leads, your calendar or payments.
- 03
One system
Build toward one connected operating system when it makes sense to.
Illustrative example
How an estimate becomes a paid job.
One way the pieces fit together for a business that quotes work before it does it. Yours would be shaped around your own pricing, your own options and your own terms.
A job needs pricing
The quote is built from your catalogue and your rates, rather than from memory and whatever the last similar job went out at.
Options are priced as options
Alternatives sit on the quote as real choices the customer can pick between, instead of three separate documents.
It goes out as a proposal
What is included, what it costs, and what happens next — presented as something considered rather than a bare number.
They accept online
Recorded with a date and the exact version they agreed to, so there is no argument later about what was on it.
A deposit is taken
At the moment of acceptance, which is when someone is most willing to pay one.
The job and the invoice follow
What was accepted becomes the scheduled work and the invoice, without the numbers being typed out again.
Illustrative only. This is a composite showing how a system like this can be assembled — not a description of a specific customer or a claim about any particular result.
What would make quoting and getting paid easier?
You don't need a specification written up. Tell us how you price work today, where quotes get stuck, and what your team ends up retyping — that is enough for us to suggest a starting point.