HOW QUOTIDE WORKS

How quoting works in Quotide.

Quotide keeps project information connected so your next step is clear whether you're working alone or alongside a small team.

01 / INQUIRY

Get the details before estimating

A customer can describe the work and attach photos or videos through a shareable request form. You can also capture a phone-call inquiry yourself, without asking them to repeat everything.

Keep contact information and notes together with their request.

02 / ESTIMATE

Build a quote that explains the price

Add line items, quantities, optional deposits, taxes and notes. Pull from your saved service catalog when the work is familiar, or write custom items for jobs that are not.

Brand the quote with your company details, and set how long it stays valid.

03 / RESPONSE

Give customers a clear way to decide

Share a customer-facing approval page instead of sending a confusing block of text. You can see which quotes are drafts, awaiting approval, accepted, declined or expired.

04 / DELIVERY

Carry the accepted estimate forward

Once a quote is approved, organize the resulting work with a schedule, checklist and payment records. Higher-tier options also support team access and additional insights.

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.

See plan details ↗