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Generate and email deposit invoices after quote approval
Quoting and Estimation
Quoting and Estimation
Quoting and Estimation
Generate and email deposit invoices after quote approval
Quoting and Estimation
Notify sales team when a quote has been viewed or accepted
Quoting and Estimation
Schedule follow-up reminders if a quote is not accepted in a set time
Quoting and Estimation
Send automated reminders for expiring quotes
Quoting and Estimation
Send quotes for electronic signature
Quoting and Estimation
Store quote history and versioning automatically
Quoting and Estimation
Track conversion rates from quotes to orders
Quoting and Estimation
Trigger material availability checks before quote approval
Quoting and Estimation
Update CRM upon quote acceptance or rejection
Quoting and Estimation
Auto-generate quote documents based on measurements and materials
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Quoting and Estimation