Configure your Quotation & Estimation Tool
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1. Standard features (included)
These ship with every Quotation & Estimation Tool build and are covered by the base price.
- ✓Price book of products/services with cost and margin
- ✓Quote builder with sections, line items, and options
- ✓Automatic totals, taxes, and margin calculation
- ✓Branded PDF quotes with terms and validity dates
- ✓Email delivery with online view and accept/decline
- ✓Quote statuses and follow-up reminders
- ✓Quote versioning and revision history
- ✓Convert accepted quote to invoice or job
- ✓Win/loss reporting
- ✓Client records with quote history
2. Custom features
Describe anything beyond the standard scope. Ideas: Configurable pricing calculators (area, weight, hours-based) · Approval step for quotes below margin threshold · E-signature on acceptance
Final complexity is confirmed in your Build Agreement — never after payment.
3. Your office details
The office name is fixed into your system (headers, documents, certificates). The rest is dynamic: your system ships with an Office Profile screen where you can update the address, contact, org chart, and officers any time — officials change, your software keeps up.
Officers (optional)
Position and current officer — used on documents and signatory blocks; editable in your system whenever officials change.
System languages
Every system ships bilingual — English + Filipino — at no extra cost. Add any other Philippine languages your constituents speak; they're included free and built right in with a language switcher.
✓ English + Filipino — always included
4. Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.