Features
Everything you need to create, share, and track professional quotes.
Quick Quote Creation
Create professional quotes in minutes with our intuitive quote builder. Add multiple line items, set quantities and prices, include notes and terms — all in a clean, easy-to-use interface that gets out of your way.
- Fast, intuitive interface
- Multiple line items per quote
- Custom notes and terms
Client Management
Keep all your client information organized in one place. Store contact details, view quote history, and access everything you need when creating new quotes. Search and filter to find clients instantly.
- Centralized client database
- Complete quote history
- Powerful search & filters
Reusable Templates
Save time by creating templates for your most common services. Set up line items once, then apply them to new quotes with a single click. Update templates anytime, and never retype the same items again.
- Create unlimited templates
- One-click application
- Easy updates anytime
Client Portal Sharing
Share quotes with clients via secure, shareable links. Clients can view, review, and accept quotes directly from their browser — no login required. Get instant notifications when they take action.
- Secure shareable links
- No client login needed
- Real-time notifications
Status Tracking Dashboard
See the status of every quote at a glance. Track which quotes are drafts, sent, accepted, declined, or expired. The dashboard gives you a complete overview of your quoting pipeline.
- Complete pipeline visibility
- Status-based organization
- Quick filtering & search
Company Branding
Customize quotes with your company logo, colors, and business information. Every quote you send looks professional and on-brand. Set it up once, and all your quotes reflect your business identity.
- Custom logo and colors
- Business info on every quote
- Professional appearance
Search & Filter
Find any quote or client instantly with powerful search. Filter by status, date range, client, or amount. Navigate your growing database effortlessly, no matter how many quotes you create.
- Instant search
- Multiple filter options
- Sort by any field
Quote Expiration
Set expiration dates on your quotes to create urgency and protect your pricing. Expired quotes are automatically flagged, and clients see expiration dates clearly when viewing quotes.
- Custom expiration dates
- Automatic status updates
- Visible to clients
Client Acceptance
Clients can accept quotes with a single click from the portal. You get instant notification when a quote is accepted, so you can start work immediately. No more back-and-forth emails.
- One-click client acceptance
- Instant notifications
- Clear acceptance tracking
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