Quotes written in a document are quotes you lose. This builds the whole loop instead: your customers, your prices, a builder that turns them into a total, and a page where the customer just says yes.
What's Included
- A price book of services and materials, each with a unit price and your usual markup.
- A line-item builder that works out subtotal, markup, tax, and the final number.
- A public accept link where the customer accepts or asks a question.
- A dashboard showing quotes out, value pending, win rate, and average job size.
How To Use
- Load your real prices first. Guessed rates make every number after them wrong.
- Send three real quotes through it before you change anything.
- Let the chase automation run for two weeks before you judge your win rate.
- Give your estimator the build login and keep price edits to yourself.
Turn the yes into money with the quote to invoice handoff, and keep the numbers honest with the price book manager.
