Build Better Quotes and Move Customers Toward “Yes”
Create consistent service quotes, organize packages and questions, add optional upgrades, and keep the path from estimate to scheduled work inside one connected system.
Keep every estimate moving through a clear process
The quote workspace guides the team through customer information, service selection, job questions, supporting photos, and final review before submission.
Consistent steps
Give office staff and estimators the same repeatable workflow.
Service-specific questions
Collect the details needed to price and scope the requested work.
Review before sending
Confirm services, images, selections, and customer details before delivery.
Build quoting rules around the services you actually sell
Set up each service through a structured builder covering service details, packages, questions, pricing, and final customer-facing information.
Packages and upsells
Present clear choices and optional upgrades without rebuilding every quote.
Pricing controls
Keep service pricing logic and required questions organized for the team.
From service setup to a customer-ready quote
Use configurable service logic and a polished quote experience to reduce manual back-and-forth.
Make the moment a customer says “yes” easy to see
A clear accepted status confirms the selected package and final total, giving the team a reliable signal to stop selling and start delivering.
Confirm the decision
See the selected package and accepted estimate in one customer-ready view.
Move to scheduling
Turn approved work into the next booking and team assignment steps.
Follow up with context
Keep the quote history available when a decision is still pending.
Quote Generator questions
Can each service have different questions?
Yes. Service-specific questions help the team collect the information needed for pricing and scope.
Can quotes include packages and optional services?
Yes. The configuration workflow supports packages, price setup, and optional service choices.
Does an approved quote connect to scheduling?
The quoting workflow is designed to keep the customer, service selections, and next scheduling steps connected.
Create a faster path from estimate to booked work
See how Quote Generator fits your services and sales process.