Hours assembling documents that should take minutes. Different formats, no standard. Every estimator doing it differently, every quote looking slightly off.
What's our active pipeline worth? Which clients are we winning? The honest answer is: we don't know. Decisions get made on memory, not numbers.
Revenue by segment, conversion rate, follow-up gaps. None of it is visible until someone goes digging. By then, the moment to act on it has passed.
One click in SharePoint runs every step after the estimate is filled in.
Everything lives inside the Microsoft 365 you already pay for. No new logins, no new software to learn.
A standard Excel file your estimator already knows how to use. It holds every price, every option, every project detail — the single source for everything downstream.
A Word template that fills itself in — your logo, your layout, the right options for the job type — so every quote looks the same, every time, with no copy-pasting.
The piece that connects everything else. Select the estimate, run one click, and the finished quote is generated, numbered, and filed automatically.
Every quote logs itself the moment it's created — no spreadsheet to remember to update, no quote that quietly falls through the cracks.
Pipeline value, conversion rate, who needs a follow-up call — open it Monday morning and know exactly where the business stands.