Quotes

Draft a quote from photos, send it, and get it accepted and signed.

12 articles

• Draft a quote from photosTake photos, add a note or a voice note, and Quotebird's AI lists the items from your price book. You check them and send.
• Write a quote yourselfStart a quote, choose the customer, add items, and set the job's address, dates and notes.
• Items, quantities and pricesAdd items from your price book or write your own, change quantities and prices, and save new prices to your book.
• Taxes on a quoteChoose the sales tax for a US or Canadian job, set VAT or GST per item elsewhere, and record a tax-exempt job.
• Deposits and payment plansAsk for a deposit when the customer accepts, add stage payments, and see how local deposit limits are applied for you.
• Send a quotePreview the PDF, send the quote to get its number, then share the link, the PDF or an email, and see when it's viewed.
• What your customer seesThe page your customer opens from your link, where they read the quote, accept and sign it, and pay a deposit.
• Your customer signs on your phoneHand your phone to the customer to sign a quote on the spot, or have them sign an estimate before you start work.
• Revise a sent quoteChange a quote after sending it. It keeps its number, and the customer gets the new version in place of the old one.
• Change ordersAdd or take off work on an accepted quote. The customer signs the change before the work changes, and the final invoice adds it up.
• Auto repair quotesAdd the vehicle, choose the repair terms, mark parts as new or used, and record the customer's go-ahead before you start.
• Your request linkA link of your own for your website and social accounts. Customers send their details, the job and photos, and each request arrives in Quotes as a draft.