Configure your Quotation & Estimation Tool
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1. Standard features (included)
These ship with every Quotation & Estimation Tool build and are covered by the base price.
- ✓Price book of products/services with cost and margin
- ✓Quote builder with sections, line items, and options
- ✓Automatic totals, taxes, and margin calculation
- ✓Branded PDF quotes with terms and validity dates
- ✓Email delivery with online view and accept/decline
- ✓Quote statuses and follow-up reminders
- ✓Quote versioning and revision history
- ✓Convert accepted quote to invoice or job
- ✓Win/loss reporting
- ✓Client records with quote history
2. Custom features
Describe anything beyond the standard scope. Ideas: Configurable pricing calculators (area, weight, hours-based) · Approval step for quotes below margin threshold · E-signature on acceptance
Final complexity is confirmed in your Build Agreement — never after payment.
3. Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
4. Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.