Every quote starts from last month's document and gets edited.
Quotes build from your own pricing rules and product list.
QUOTES & CONTRACTS
From estimate to signed contract to scheduled work, without rebuilding the same information three times.
Tell Us What Your Business NeedsEvery quote starts from last month's document and gets edited.
Quotes build from your own pricing rules and product list.
You do not know which proposals are still alive.
Sent, viewed, approved and expired status on every one.
A signed deal gets retyped into a job or project.
Approval creates the job, the schedule and the invoice plan.
Yes. Pricing logic that spreadsheets currently hold is a good candidate to move into the system.
Signature capture uses established providers or a compliant audit trail. For specific regulatory requirements, check with your counsel.
That is usually the biggest win: approval triggers the job, the schedule and the first invoice.