All Systems Customer Relations

Estimates & Quotes

From site visit to sent estimate in five minutes. First to quote wins.

Mobile-First AI-Powered Fully Integrated
Live
Synced
AI-Ready

What Estimates & Quotes Does

Quick Create

Build professional estimates from your phone in minutes, not hours.

Pricing Library

Save common items with preset pricing. Drag and drop to build quotes.

Photo Attachments

Include job site photos directly in your estimates.

E-Signatures

Customers approve and sign directly from their phone or email.

Good-Better-Best

Offer tiered options. Let customers choose their package.

Conversion Tracking

See which estimates convert. Identify winning pricing strategies.

Powered by Quantra AI

AI Does the Heavy Lifting

Our AI handles routine estimates & quotes tasks automatically, so you can focus on what matters.

  • Suggest pricing based on similar jobs
  • Draft estimate descriptions from photos
  • Predict conversion likelihood by customer
  • Auto-follow-up on unopened estimates
  • Recommend upsell opportunities
  • Generate estimates from voice descriptions
AI Activity
Generating professional estimates automatically...
Calculating pricing based on labor and materials...
Tracking quote acceptance and conversion rates...
< 5 minEstimate creation
40%Higher conversion

Estimates & Quotes Results

0
Estimate creation
0%
Higher conversion
0x
Faster response

Use Cases

See how businesses use Estimates & Quotes every day

01

Send professional estimates from the job site

02

Let customers approve and sign instantly

03

Track which estimates need follow-up

04

Convert approved estimates to jobs automatically

Speed kills—the competition. The contractor who sends a professional estimate within two hours of a site visit wins over the contractor who says "I'll get you a quote by Friday." The customer who is comparing three options goes with the one who seems organized, professional, and ready. Every day you delay an estimate is a day the customer's urgency fades. Every unprofessional-looking quote is a signal that your work might be unprofessional too. Quantra lets you create and send estimates from the job site, before you leave the customer's driveway. Here is how it works: You assess the job, taking photos and notes on your phone. You open the estimating tool and pull in your service catalog—labor rates, common materials, flat-rate packages you have used a hundred times. You build the estimate from components, adjusting quantities and adding custom line items where needed. The math calculates automatically. Margins are built in. Optional add-ons are presented clearly. The customer sees a beautiful, professional document—not a handwritten note or a confusing spreadsheet. You send it with a tap. Not as an email attachment they have to download and figure out how to sign. As a link. They tap the link, see the estimate, and can approve it with a digital signature right there. You get notified the moment they sign. No more "did they get it?" wondering. No more follow-up calls asking if they have any questions. The status is visible: sent, viewed, approved, or declined. Templates save the work of repetition. That fence installation you quote every week? Template. The kitchen remodel package you have refined over a dozen jobs? Template. Start from something proven, customize for the specific job, and send. Line item libraries store every product and service you offer with default pricing. Pull in a water heater, and the system knows it is a $1,200 unit with a 35% markup and four hours of labor. You are not reinventing every estimate from scratch. Change orders are addenda, not arguments. When the scope changes mid-project, create a change order linked to the original estimate. Customer approves digitally. Everyone has a clear record of what was agreed. The estimate-to-invoice flow is seamless. When the job is done, convert the approved estimate to an invoice with one tap. No retyping. No errors. Fast payment. Speed creates confidence. Professionalism creates trust. Close rates improve not because you cut prices, but because you look like the right choice. Be the contractor who has their act together. Send the estimate before you leave the driveway.

Ready to Try Estimates & Quotes?

Join the Quantra beta and get access to Estimates & Quotes plus 25 other integrated systems — completely free.

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