Create, send, and track quotes with a streamlined workflow designed for professional and legal service firms.
Generate quotes automatically based on service type, complexity, distance, and turnaround time.
Professional quote templates for inspections, surveys, and consulting engagements with your logo and terms.
Send quotes via email with tracking to know when clients view and approve your proposals.
Clients approve quotes online, with internal routing for amounts above threshold before sending.
Track all quote revisions with a complete history of changes and client interactions.
Convert accepted quotes directly into scheduled assignments with all details automatically populated.
Win more business with professional quotes that impress clients and streamline your sales process.