Features
CRM
Project Management
Billing
Work Flow
Collaboration
Google Apps & Gmail
Android, iPhone & Mobile
Documents
Contacts
Calendars
Leads & Sales
Help Desk
Time Sheets
Email Dropbox
Email Marketing
Reporting
Dashboard
Product Catalog
Web Forms
Quotes & Estimates
Blogs & Knowledgebase
Evernote Integration
See all features >

Quotes & Estimates

Our quoting software makes quoting your clients both easy and efficient. Use client or lead information to auto-fill your quote forms, or create templates. It’s easy to stay consistent with estimates as you can always view previous ones from within our sales management software. Quotes also integrate with other aspects of WORKetc, like invoices and contact histories.

quoting software

Create quotes quickly and efficiently.

Our business CRM software automatically uses a lead’s information when filling out a quote form, and allows you to make this an invoice as well. Create your own quoting templates to save time, all from within our sales management software. Interchange how you and your client may refer to it, whether you want to call it a quote or estimate.


Integrate other aspects of your business.

Thanks to the perks of all-in-one, you’re able to save even more time when using our quoting software. Turn a quote into a ready-to-go project instantly, and even use the information from the quote to help serve as a budget. Use your previous estimates to help stay consistent with other clients, and view quote histories against client histories.