Products/Quotes & Sales
Product moduleDefinedPlaceholder
Quotes & Sales
Send the estimate. Get the yes. Follow up until you do.
Estimates and quotes with templates, line items and photos, digital approvals, a sales pipeline, and follow-up. Catalog and trial tracking only — no quote engine in this MVP.
What's included
- Estimates and quotes
- Templates
- Line items/photos
- Digital approvals/signatures
- Sales pipeline
- Quote follow-up
Problem this solves
Quotes go out slow, look inconsistent, and die in the inbox. Work is lost because nobody tracked the follow-up.
Who it's for
Contractors who still write estimates in email, on paper, or in a spreadsheet that nobody follows up.
If demand justifies it
- 1. Photo markup from the jobsite
- 2. E-sign via a third-party signature API
- 3. Won quotes become jobs and invoices
- 4. Follow-up sequences tied to Sales Follow-Up service