One quote, start to finish
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Every quote keeps its own record: what it was built from, when it was sent, whether it was read, who accepted it and what they paid. This is one quote's life, in order.
- Quote from anywhereThe full form works on a phone or tablet, so the estimate happens on site.
- Linked products or free-form linesPull in saved work with its price and tax already set, or type a one-off. Mix both on one quote.
- Email tracking built inSends, opens, clicks and page views, with the full event timeline beside them.
- Deposits at acceptanceA percentage or a fixed amount, paid by card, wallet or bank transfer as they accept.
- One click to invoiceNothing re-typed, the deposit applied, terms from on-receipt through Net 90.
Quote #1042 · Deck rebuild, 412 Maple St · figures illustrative
Quote #1042 activity
Accepted & convertedQuote started on a phone
Mar 1, 9:04 AMWritten in the driveway on the way out of the site visit, not back at the office at 9pm. The quote number and the validity date came from your defaults.
- Quote defaults
- Your logo & colours
Three lines priced
Mar 1, 9:07 AMTwo lines linked from saved products, so their price and tax rates came with them. The demolition line was typed free-form because this deck was a one-off.
- 2 linked products
- 1 free-form line
- GST per line
Subtotal · $4,610.00
Discount and deposit set
Mar 1, 9:09 AMA 5% spring discount off the subtotal, and a 25% deposit so materials are not bought on a promise. The spec sheet went along as a PDF.
- 5% discount
- 25% deposit
- deck-spec.pdf
Total · $4,619.13
Sent to [email protected]
Mar 1, 9:12 AMChronly wrote the email and the link. Sent straight away this time — it could have been scheduled to land first thing Monday instead.
- Send now or schedule
Email opened
Mar 2, 7:48 AMSo you know it did not land in a junk folder, and you know not to phone her yet.
Quote link clicked · 3 page views
Mar 2, 7:49 AMShe read it three times over two days. Following up is now a decision rather than a guess.
Accepted by Dana Whitfield
Mar 4, 11:02 AMTyped her name on the link and accepted as presented. No login, no account, no PDF printed and no scanner involved.
- Accepted online
Deposit paid by Visa
Mar 4, 11:03 AMPaid on the same page she accepted on. Her receipt went out on its own, and the money is on its way to your bank account.
- Card
- Wallet
- Bank transfer
Deposit · $1,154.78
Converted to Invoice #2210
Mar 4, 11:20 AMOne click. Every line, the discount, the taxes and the deposit carried across on Net 30 terms — nothing re-typed. A job could have been created from it instead.
- Net 30
- Or start a job
Balance · $3,464.35