From quote to job — without the chasing.
A quote built in minutes, in your own look, sent by email or WhatsApp: your customer decides with a click — and you see at a glance where a follow-up pays off.
A professional quote in minutes
Pick the customer, pull line items from your catalog, add discounts per item or on the total — done. Sending the same quote on a schedule? Recurring quotes generate themselves at set intervals, and the built-in AI helps with the wording whenever you want.
- Line items from the catalog or free-form
- Discounts per item & on the total
- Recurring quotes at fixed intervals
- AI helps with the wording — when you want it
You can pick it up from us until {{betrieb.schluss}}.
Total amount: {{auftrag.summe}}
Quotes that look like your business
With your own document templates you decide the layout and look of every quote: logo, colors, text blocks, legal notices — designed once, perfect every time. The cover emails come from your own templates too.
- Your own document templates for every scenario
- Logo, colors & text blocks fully customizable
- Email templates with placeholders included
Ninebot G30 – Black
Quotation accepted
In repair
Ready for pickup
No login. No password. Just a link.
Out by email or WhatsApp — back with a click
Send the quote by email or WhatsApp: your customer opens the secure link, sees everything online, and accepts with a single click — or declines with a reason. No login, and the decision is in your system instantly.
- Send by email or WhatsApp
- Accept or decline — right on the phone
- Every decision fully documented
You always know where every quote stands
Draft, sent, accepted, declined, expired — the status of every quote is visible at a glance. So you follow up exactly where it pays off, and across every case it stays clear which job is based on which quote.
- A clear status workflow for every quote
- Follow up exactly where it pays off
- A clean history across every case
CF-0124 · Anna Bauer
One click, and the case keeps moving
Accepted? One click turns the quote into a job, an invoice, or a task — with every line item, the customer, and the device. Nothing is entered twice.
- Quote → job, invoice, or task
- Every line item carries over automatically
- Seamless through to billing
Quotes in detail
Ready for quotes that sell themselves?
Start free or get a live walkthrough of quotes & approval — on your own example.
14-day free trial · Setup included · Cancel any time