01
Customer request intake
Use a customer-facing form to collect names, contact details, project descriptions, and supporting photos or videos. The business can also enter requests manually.
QUOTIDE FEATURES
Features for estimates, requests and approvals.
Quoting does not end when you send a price. Organize the details that arrive before a quote and the work that happens once it is accepted.
02
Quick quotes and reusable services
Create an estimate from scratch, or add saved services and line items so repeat work takes fewer steps to price.
03
Branded estimates
Use your company name and logo on customer-facing estimates. Clearly show quantities, totals, notes, expiration and price-change terms.
04
Approvals and follow-ups
Share a link for a customer to accept or decline an estimate, then organize sent, accepted and expired quotes. Some automated follow-up features are plan-dependent.
05
Job tracking and payments
Move accepted quotes into a job view, with scheduled work, checklists and manually recorded payments. Connected online payment options require supported Stripe configuration.
06
Team and reporting options
Higher plans include seats with assigned permissions and deeper reporting. The precise limits are shown on the pricing page.
HOW IT WORKS
Create and manage estimates in three steps.
Collect the request
Keep the customer's information, job description and uploaded reference media together.
Create the estimate
Start from saved services or write a custom quote. Add scope, price, validity and payment terms.
Receive a decision
Share a customer-facing quote, record approval and continue tracking the job.
PLAN OPTIONS
Compare the available plans.
Plans are designed for solo businesses through growing service teams. Subscription payments are not yet live while we finish beta testing.