Estimates & Quotes
Present pricing before work begins.
Send estimates and quotes that customers can accept online, converting to invoices and contracts.
OmniSuite
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What is Estimates & Quotes?
The business problem it solves
Present pricing before work begins. Without it, the work that estimates & quotes handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Clear pricing
- Online acceptance
- Connected to invoices
Three simple steps
Add items and pricing.
Deliver for approval.
Accepted quotes become invoices.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Estimates & Quotes reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Estimates & Quotes capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Estimates & Quotes to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.