Quotes
Estimates & proposals
Build quotes from your product list and turn an accepted quote into a project in one click.
Why teams use it
Estimates & proposals, done properly.
Part of one shared workspace, so Quotes data is already connected to your clients, projects and invoices.
Built from your catalogue
Add services and products with their prices, costs and tax.
Margin on every quote
See the sum, margin and margin % before a quote goes out.
Templates and PDFs
Start from a quote template and send a branded PDF.
Linked to the deal
Each quote belongs to a deal, and accepting it moves the work forward.
Inside Quotes
Every page in the Quotes menu.
What you'll find in the side menu and tabs, and what each one does.
Connected by default
Works hand in hand with
CRM
A pipeline for every deal, with contacts, companies and the full email history in one place.
- Pipelines and stages
- Board or table
Products
Keep services, rates and products consistent across every quote and invoice.
- One catalogue
- Margin built in
Projects
Phases, budgets, milestones and the whole team's activity on one project page.
- Budget vs. actual
- Timeline