quote.

A clear price. A better first impression.

Build quote forms with your own questions and pricing rules. Collect customer details and photos, then keep the answers and quoted result together.

From $29.99/month

Try your questions and pricing before sharing. Actual demo workspace with sample data.

What it helps you do

Details gathered during an enquiry can get separated from the price and scope eventually sent to the customer.

Issued offers keep a fixed record of what was quoted, with the customer’s decision attached. Return to that record as the work moves forward.

Features

Build a reusable quoting conversation

Create service templates that ask one question at a time. Conditional questions tailor the conversation, with choices for packages, optional add-ons and photos where the work needs them.

Set how your services are priced

Use flat amounts, quantities, tiers, percentages and discounts to price the answers. Show an exact amount, a range or a starting price, require your approval, or keep the estimate internal.

Quote from the website, phone or on site

Keep a reusable quote link on your website, or send a customer-specific request with an expiry. Take the same information over the phone or on site and apply adjustments for that particular quote.

Send an offer the customer can act on

Issue a fixed offer with its price, scope, assumptions and conditions. Send it by email or share its link for the customer to accept or decline, then turn accepted work into a job.

A customer quote showing $171, the included work, and accept or decline actions — A real customer quote screen, using sample business and customer details.

Pricing

Choose the number of business users you need.

$29.99/month

1 business user

Built for an owner-operator.

Choose quote.

quote. for teams

$69.99/month

Up to 5 business users

Built for teams.

Choose quote. for teams

Both plans include the complete quote. workflow. The number of business users is the only plan difference.

Compare plans

Capability	quote.	quote. for teams
Built for	Owner-operators	Teams
Business users	1	Up to 5
Team access	Owner only	Owner, admins and staff up to plan limit
Instant website quoting	Included	Included
Conversational and conditional questions	Included	Included
Pricing rules, packages and add-ons	Included	Included
Service templates	Included	Included
Phone and on-site quotes	Included	Included for all permitted team users
Customer-specific and expiring request links	Included	Included
Email and share links, accept/decline	Included	Included
Quote adjustments	Included	Included
Deposits and payment workflow	Included when online payments are connected	Included when online payments are connected
Booking, rescheduling and cancellation	Included	Included
Google Calendar availability	Included when the integration is available and connected	Included when the integration is available and connected
Quote-to-job workflow	Included	Included
Monthly quote limits	None	None

Monthly billing. No trial. Choose your plan in workspace Billing after adding quote.

Permissions & data

Review what this Link can access before adding it. Elevated permissions require your explicit approval.

Sends quote and confirmation emails to your customers in your business’s name, and requests payments through the Stripe account you connect.

Review permissions

Requires your approval for: Create and update quote forms and quotes. Add and update customer records. See the names and roles of people at your customers. See your customers’ service addresses. Create and update service jobs. Attach photos and evidence to your work. Create the secure links you send to customers. Turn off customer links it created. Record workspace events, such as a status change or a decision.

Read and change its own settings in your workspace.standard · app:config
See your quote forms and quotes, including those customers send in.standard · quotes:read
Create and update quote forms and quotes.elevated · quotes:write
See the customers who already have activity in this workspace.standard · customers:read
Add and update customer records.elevated · customers:write
See the names and roles of people at your customers.elevated · contacts:read
See your customers’ service addresses.elevated · locations:read
See your service jobs and their progress.standard · jobs:read
Create and update service jobs.elevated · jobs:write
See photos and evidence attached to your work.standard · files:read
Attach photos and evidence to your work.elevated · files:write
Create the secure links you send to customers.elevated · links:create
Turn off customer links it created.elevated · links:revoke
Record workspace events, such as a status change or a decision.elevated · events:emit

Publisher & support

Axivio Technologies

Focused software for small businesses.

support@axiviotech.com Support Privacy

A clear price. A better first impression.