Module 02 of 12 · 23 capabilities
Quotes your customers
can accept in a click.
Build construction quotes with scope, exclusions, labour, material and service lines, VAT, deposit and payment terms. Send a secure link with an expiring token — the customer accepts or rejects online, and the decision is recorded.
Built for construction
Scope of works, exclusions, quantity and unit pricing, VAT, deposit percentage, expected start, estimated duration and payment terms — on the right company's letterhead.
A secure link, not an attachment
Each quote has its own expiring response link. Customers accept or reject online, and you can see who responded, when, and by what method.
Accepted means started
An accepted quote becomes a sales order, a job and a project automatically. Quotes close to expiry can be extended in one step.
In the platform
Priced, branded, accepted online.
Scope of works, exclusions, quantity and unit pricing, VAT, deposit percentage, expected start, estimated duration and payment terms — on the right company's letterhead.
Book a walkthroughQuotation Q-0412 · Rear extension
Your brandIllustrative screen — names and figures are fictional.
Quotations
Everything in Quotations.
All 23 capabilities in this module, numbered as they appear in the full feature index.
Quotation System
23 capabilities- #026Construction quotation builder
- #027Direct quotation creation
- #028Quotation linked to lead
- #029Scope of works
- #030Exclusions
- #031Labour, material and service lines
- #032Quantity and unit pricing
- #033VAT handling
- #034Deposit percentage
- #035Expected start
- #036Estimated duration
- #037Payment terms
- #038Quote brandingEach quote carries the right company brand and contracting profile, not one fixed document identity.
- #039Secure customer quotation link
- #040Expiring response token
- #041Customer quote acceptance
- #042Customer quote rejection
- #043Customer response audit trailRecords who responded, when, and by what method.
- #044Quotation validity extension
- #045Accepted quote to jobAn accepted quote converts into a job.
- #046Accepted quote to sales order
- #047Accepted quote to project
- #048Quotation pipeline automation