Quote Management
WorkPal’s quote management helps you win more business with fast, professional quotes. Generate accurate, detailed proposals in minutes, track their progress and convert them to a job with a single click, all from within your job software management platform.
Win more business with professional our Quote Management feature
Close more deals with our Quote Management feature. Create professional, accurate proposals in minutes using historical data. Track your quotes with custom statuses, from “sent” to “accepted,” so you never miss an opportunity. A clear sales pipeline helps you make smarter business decisions and increase your profit margins.
- Create quotes faster
- Improve win rates
- Streamline the sales process
- Enhance financial visibility
Key benefits of winning more business with professional quotes
Create quotes
faster
Generate detailed, accurate quotes in minutes using pre-set templates, labor rates and material costs. This speed allows you to respond to customer inquiries quickly, getting ahead of the competition.
Improve win
rates
Deliver professional, branded quotes that are clear and easy for customers to understand. A well presented quote instills confidence and helps secure the job.
Streamline the
sales process
Convert approved quotes directly into jobs with a single click. This eliminates the need for manual data entry, reduces administrative work and ensures a seamless transition from sales to job execution.
Enhance financial
visibility
Track the status of all your quotes, from “sent” to “accepted” or “rejected.” This gives you real-time insight into your sales pipeline, helping you forecast revenue and plan for future work more effectively.
Instant customer sign off with our Quote Management
Quote Management speeds up your sales cycle by allowing customers to sign off on quotes instantly. You can email quotations directly to clients and capture their approval signatures electronically. This speeds up the process, enabling your office staff to convert the quote into a job and schedule engineers proactively for better planning.
Embrace paperless for streamlined operations with Quote Management
Say goodbye to lost quotations or site survey forms with our quote management. With WorkPal, all information is stored digitally, accessible from anywhere at any time. You can easily create a quotation, export it as a PDF or email it directly to the client, ensuring all your sales data is organised and secure in one place.
See WorkPal in action, book a demo today!
WorkPal is the all-in-one job management software built to streamline your business from quote to cash.
Book your free, personalised demo to discover how our field service management solution will help you:
Effortlessly Allocate Jobs: Use our job allocation software for fast, simple scheduling.
Track Everything in Real-Time: Gain full visibility over your field operations and team status.
Create Fast Quotes & Invoices: Eliminate paperwork and get paid quicker.
Stop letting admin slow you down. See why WorkPal is the smarter work management software.
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