Solutions
Send better quotes, sooner
Consistent pricing, visible margin and a clear status on every quote your business sends.
Outcomes
What changes in your business
Quotes out the same day
Templates and a loaded catalogue remove the blank page.
Consistent pricing
Everyone quotes from the same products, rates and rules.
Margin you can see
Know the margin before the quote leaves.
Every quote followed up
Sent, viewed, accepted, declined and expired statuses.
Connected data
One record from start to finish
An accepted quote becomes the job and the cost estimate, without re-entry.
- Deal
- Template
- Products and Labour
- Margin Check
- Proposal
- Sent
- Viewed
- Accepted
Modules
The modules behind quote management
FAQ
Common questions
Are quotes limited by plan?
No. There are no limits on the number of quotes.
Can I revise a quote?
Yes. Revised quotes stay on the same deal.
Can customers accept online?
Yes. Proposals can be accepted by the customer.
Ready to replace disconnected software?
Get Toolbase configured around your business.