Platform
Quotes
Create and manage professional quotations.
Overview
Create professional quotes linked to customers and jobs. Track approval status and convert accepted quotes into work and invoices.
Key capabilities
- Quote creation with line items and totals
- Customer-linked quote history
- Status tracking from draft to accepted
- Conversion path to jobs and invoices
- Professional PDF-ready quote output
Business outcomes
- Speed up sales-to-delivery handoff
- Keep quoting consistent across the team
- Track pipeline from quote to revenue
Related
Works with other WorkEdge modules
This module connects naturally with the rest of the platform.
See how WorkEdge connects your operations
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