Everything you need to quote faster and win more work.
A closer look at the SimplyQuoting experience: from setting up your first template to the moment a client clicks Accept.
Dashboard
See what needs attention the moment you login.
Your dashboard gives you a quick snapshot of quoting activity across your workspace. Track recent quotes, monitor incoming website requests, and jump back into the work that matters without digging through menus or spreadsheets.
Customer self-quote form
Let customers start the quote from your own website.
Build a custom intake form. Choose exactly which fields your customers fill in, then download a snippet of HTML and paste it into your site. When a customer submits, you’re notified instantly and the quote is ready for you to finalize.
Quote builder
Build any quote in minutes. Not a blank page in sight.
The quote builder is built around your saved pricing library. Add line items with a single click, adjust quantities, apply discounts, and add notes. All in a clean interface designed to get out of your way.
Quoting engine
The calculations done for you automatically.
Each quoting engine handles the hard part specific to your trade. The WaterJet engine reads your DXF file and calculates cutting length and pierce points. The Construction engine takes room dimensions and works out every material quantity and component. You review, add or adjust as needed, and send.
Client experience
A quote your client can actually act on, instantly.
When you send a quote, your client receives a branded, professional document they can review and accept online. No printing, no scanning, no emailing back a signed copy. You’re notified the moment they open it, and again when they accept.
Quote Tracking
Know exactly what happens after you send a quote.
Quote tracking gives your team visibility into the full lifecycle of every quote. See when a quote was created, sent, viewed, and accepted, so you can follow up at the right time and understand how customers are engaging.
Also included
Everything else that keeps things running smoothly.
The features that work quietly in the background. So nothing slips through the cracks.
Every quote you’ve ever sent, searchable by client, date, or status. Never lose track of what went out.
Store all your products, services, and rates. Update a price once and it flows through to every new quote automatically.
Get notified the moment a client opens your quote, so you can follow up at exactly the right time.
Capture quote requests from your website and review them in one place, so new opportunities are organized before they become quotes.
Add your team on Professional, Growth and Scale plans. Everyone works from the same pricing library and templates.
See which quotes are pending, accepted, or expired at a glance. Your pipeline, always up to date.
See it for yourself, free for 14 days.
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