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    Coming soon: Smart Quote Management

    Turn client inquiries into winning estimates, automatically

    Create custom quote request forms, share them with potential clients, and automatically turn their inquiries into winning estimates, all from one dashboard in QuickEstimate.

    Try the flow on the right: submit a request, then convert it.

    1Client form2Your inbox3Estimate

    Get a quote

    Tell us about your project and we will get back to you with an accurate estimate.

    Quote requests

    Every submitted form lands here, ready to act on.

    ST
    Sarah ThompsonKitchen renovation
    New
    SM
    Sara MitchellElectrical rewire
    Viewed
    JW
    James WilsonPlumbing
    Converted

    Estimate draft

    The request details are already filled in. Review, add your line items, and send.

    Sarah ThompsonDraft
    Project
    Budget
    Notes

    Illustrative example. Nothing you type here is sent or saved.

    How it works

    Three steps from inquiry to signed estimate

    No more back-and-forth emails. Your quote form does the discovery work for you, so every estimate starts with the right information.

    01

    Build your quote form

    Use the drag-and-drop form builder to create a custom intake form tailored to your services. Add fields for project type, scope, budget range, timeline, and any specific questions you need answered before quoting.

    Takes under 5 minutes
    02

    Share with potential clients

    Copy a link or embed the form directly on your website. Clients fill it out at their own pace and you get notified the moment they submit. Track who has opened it, who has submitted, and who went quiet.

    Shareable link + embed code
    03

    Convert to estimate in one click

    When a client submits their requirements, QuickEstimate pre-fills a new estimate with all their details: project scope, budget, timeline, and notes. Review, adjust, and send. No double entry, no missing info.

    Auto-populates estimate fields
    Features

    Everything you need to manage quote requests

    Purpose-built for contractors and service businesses who want more signal and less noise from inbound leads.

    Build the exact form your business needs

    Every service business is different. Add, remove, and reorder fields to capture exactly what you need: project type, dimensions, location, budget, preferred timeline, or anything else that helps you price accurately.

    • Text, dropdown, date, budget-range and custom field types
    • Mark fields as required or optional
    • Save multiple form templates per service type
    • Live preview of the client-facing form

    A beautiful experience your clients will actually complete

    Your client receives a clean, mobile-friendly form with your branding. No login required, no confusing fields. Just a smooth experience that makes them feel confident they are working with a professional.

    • Fully mobile-responsive design
    • Branded with your business name & colours
    • Shareable link or embed on your website
    • Embed code ready to paste in seconds

    Your leads, fully organised in one place

    Every submitted form lands in your Quote Requests inbox. See at a glance who is new, who has viewed your response, who has gone quiet, and who is ready to convert into a paying client.

    • Status tracking: New, Viewed, Submitted, Converted
    • Activity timeline per request
    • Send custom follow-up alerts directly from the dashboard
    • One-click convert to client profile or estimate
    The idea

    Less retyping, faster quotes

    1 linkto share or embed on your website
    4request statuses: New, Viewed, Submitted, Converted
    1 clickfrom a submitted request to a pre-filled estimate
    0double entry between the form and your estimate

    Ready to stop losing leads to slow follow-ups?

    Start your free trial today and build your first estimate in minutes.