Quoting software combined with sales, projects, and billing

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 WORK[etc], 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.
See all

Featured Posts

4 Quick Hacks for Maximum Gmail Efficiency and Productivity

It's easy to drown in the torrent of emails that flood your inbox everyday. Fortunately for Gmail users, Gmail Labs has a few features that, coupled with the WORKetc Gmail gadget, not only make your inbox more efficient but make you more productive as well.

Multitasking is Killing Your Productivity. Here’s How to Save It

Multitasking is a myth—and it's a lethal one for your small business. Here’s how you can keep it from killing your productivity.

4 More Tried and Tested WORKetc Tips from Real Users

Real WORKetc users once again drop some productivity tips on running, managing, & growing your small business to bring you to the head of the pack.

Top New Apps to Automate, Manage, & Grow Your Small Business in 2018

You can't grow your business successfully without the right apps and tools. Here's a look at the new apps and tools that you need in your small business toolbox to win big in 2018.

Could Your Business Manage 100+ Projects a Day 35% More Efficiently? This Company Did.

Tracking, managing, and updating 100 active projects a day, each with two very different customer types, was too much for home repair firm HOCOA San Diego's old CRM. Company owner Sam Goodwin tells us how he did it all while increasing efficiency by 35% with WORKetc.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo