Simplify Your Quoting Process with Ease

Struggling with Inefficient Quoting Processes?

Misaligned expectations, overlooked details, and manual processes can leave you and your customers frustrated, confused, and wasting precious time.

The lack of a clear, streamlined quoting system can lead to costly errors, inefficiencies, and even strained customer relationships.

Here’s how the quotes feature helps you:

• Create detailed, customer-specific price quotes for projects or jobs instead of using general pricing.
• Avoid confusion by ensuring the quoted rates are applied when the customer places an order.
• Add customer-specific instructions, notes, and details that carry over to the order and dispatch process.
• Keep a record of quotes that can be easily accessed, emailed, or reused for future projects.
• Automatically include fuel surcharge calculations in quotes for consistent and transparent pricing.

Unique Quote Identification

Quickly Find and Manage Quotes

Assign a unique name or identifier to each quote to make it easy to locate specific quotes, even for the same customer. This feature ensures you stay organized, avoid mix-ups, and efficiently manage quotes across multiple projects.

• No more confusion between similar quotes—every quote is distinct.
• Ideal for managing repeat customers or projects with multiple quotes.

Customer-Specific Pricing

Deliver Custom Pricing Tailored to Each Customer

Provide personalized pricing and terms for your customers instead of relying on standard rates. This feature eliminates misunderstandings by ensuring the agreed-upon quote matches the customer's final invoice.

• Apply custom pricing directly to quotes for accuracy.
• Avoid discrepancies when converting quotes to orders.

Comprehensive Quote Details

Capture Every Detail with Ease

Include all relevant information in your quotes, such as material types, delivery locations, freight rates, and specific instructions. With everything clearly documented, you’ll avoid miscommunications and deliver quotes that meet your customers’ expectations.

• Record detailed project requirements for reference.
• Ensure all instructions are included from quote to dispatch.

Quote Delivery Tracking

Track Progress and Deliver with Confidence

Monitor the actual quantities delivered against the original quote to stay on top of project progress. Easily see the status and remaining balance for all quoted services, providing transparency for you and your customers.

• Keep tabs on project fulfillment in real time.
• Ensure consistency between quotes and delivered services.

Quote History

Keep Track of Every Change

Access a complete history of changes made to any quote, including updated terms or pricing. This feature allows you to reference earlier versions when needed, giving you full control over your quoting process.

• Maintain a clear audit trail of all quote updates.
• Reference original terms if questions arise.

Quote Delivery Tracking

Send Quotes Directly to Customers

Email quotes directly to your customers with just a few clicks. Use professional templates with your branding, ensuring your quotes look polished and consistent. Simplify sharing and enhance your communication process.

• Deliver quotes instantly, saving time and effort.
• Ensure your branding is front and center on every quote.