Quoting & Estimating
Never miss an opportunity to convert a quote or an estimate to an invoice
Quoting
Create quotes with ease
Whether you start your workflow with quotes or to tack the quote to a project, you can easily generate a quote with just a few clicks.
- Create custom and milestone quotes
- Set up your own quote layout to reflect your branding
- Set up templates to make the process even smoother
Convert quotes to projects
It’s as easy as clicking a button
Once a quote is approved, simply hit a button and convert your quote into a project. Makes your workflows that much smoother.- All quote data is transferred to the project when converting quote to project
- Project can be customized once created
- Quote can also be tacked on to a project if you prefer
- Quickly convert quotes into invoices, simplifying your billing process
Customize quote layout
Add your own touch to quoting
Create custom layouts including logos, colors, and terms/conditions for your quotes. Add your personal touch to make the quote your own.
- Easy to set up the layout and customize to your liking
- Set up multiple layouts for different needs
- No need to learn any complex systems, can be done directly from your quote settings
Send quotes and email approval
Send quotes directly to your recipients
Quotes can be generated and sent from ProWorkflow to recipients. In combination with the custom quote layout, you can truly make the experience personalized for your clients.
- Once quotes are sent, their status is automatically updated
- Approved quotes can be converted to projects
- You can re-quote a client from archived quotes
- Clients can accept quotes directly from their email
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