Quote Module

Understanding and managing your sales pipeline is critical to capitalizing on opportunities and providing quality customer service. The Quote module was designed to help you track jobs before they emerge as bids, log which contractors are bidding on jobs, and view bids at-a-glance by day, week, or month. The Quote module includes all the tools you need to build strong estimates and generate quotes for bidders. Awarded bids can be converted into projects in one easy step.

  • Track prospective business on the Bid Board
  • Generate quotes
  • Promote bids to sales
Quote module – Bid Board screen – Month view

Quote - Bid Board screen - Month view

Quote module – Cost Worksheet screen

Quote - Cost Worksheet screen

Quote module – Quotation Parameters window

Quote_module_-_Quotation_Parameters_window

Quote module – Quotation form

Quote_module_-_Quotation_form