Configure your Quotation & Estimation Tool
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1Standard features (included)
These ship with every Quotation & Estimation Tool build and are covered by the base price.
- Price book of products/services with cost and margin
- Quote builder with sections, line items, and options
- Automatic totals, taxes, and margin calculation
- Branded PDF quotes with terms and validity dates
- Email delivery with online view and accept/decline
- Quote statuses and follow-up reminders
- Quote versioning and revision history
- Convert accepted quote to invoice or job
- Win/loss reporting
- Client records with quote history
2Custom features
Describe anything beyond the standard scope. Each is priced by complexity and added to your total live.
Final complexity is confirmed in your Build Agreement — never after payment.
3Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
4System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
5Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.