Quote Management
Create professional quotes quickly with customizable templates. Track quote status and increase your win rate.
Professional Quote Creation
Create professional quotes in minutes, not hours:
- Customizable Templates: Save reusable quote templates for common job types
- Quick Customization: Personalize each quote for the specific job
- Itemized Pricing: Break down costs clearly (labour, materials, equipment)
- Professional Formatting: Branded quotes that build trust
Quote Tracking
Never lose track of a quote:
- Status Tracking: See which quotes are pending, accepted, or declined
- Follow-Up Reminders: Automated reminders to follow up on quotes
- Quote History: View all quotes for each customer
- Win Rate Analysis: Track your quote acceptance rate
Convert Quotes to Jobs
When a quote is accepted, convert it to a job with one click. All quote information transfers automatically, saving time and reducing errors.
Increase Your Win Rate
Professional quotes and effective follow-up increase your chances of winning work. TradePlan helps you:
- Create quotes faster (more quotes = more opportunities)
- Follow up consistently (don't let quotes go cold)
- Learn from successful quotes (what works?)
Start creating better quotes today
Try TradePlan free for 14 days. No credit card required.
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