Sales & service · module
Price it once. Send it in minutes. Win more.
Build quotes from your own catalog, send them branded, and watch them move from viewed to approved.
QUOTES · OPENSYNCED
#Q-118 · Chen$2,400VIEWED
#Q-117 · Patel$860SENT
#Q-115 · Lee$5,150APPROVED
ILLUSTRATIVE — SAMPLE DATA
What it does
Quotes & Estimates, in practice.
01
Reusable catalog
Line items with your costs and margins built in.
02
Branded in one click
Your logo, your colors, your terms.
03
Sent / viewed / approved
Know the moment a customer opens it.
04
Approval → job or invoice
No re-typing; the quote becomes the work.
05
Options & upsells
Good / better / best without three separate documents.
One dataset
Connects with
No exports, no re-keying — Quotes & Estimates shares the same records as everything else you turn on.
Fit
Best for
Part of the typical stack for these business types — see the full workflow for yours.
Get started
Quotes & Estimates — plus everything it connects to.
Turn on what you need, under your brand. Join the waitlist for early-team pricing.