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← All features Sales & CRM · Quotes

Quote fast, win more

Build polished, accurate quotes in minutes, send them for online acceptance, and turn the “yes” straight into a job or invoice.

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● Professional quotes

Look the part, every time

Pull products and prices from your catalogue, add your branding, and send a quote your customer can accept with one click.

  • ✓ Line items pulled from your product & price list
  • ✓ Branded PDF with your logo, terms & VAT
  • ✓ Online accept / decline with a clear audit trail
  • ✓ Quote statuses so you know what’s outstanding
Quote document
What’s inside

From estimate to “yes”

⚡

Quick build

Reusable line items and templates make repeat quoting effortless.

🏷️

Smart pricing

Catalogue pricing, discounts, options and VAT calculated for you.

✍️

Online acceptance

Customers accept and e-sign from any device — no printing.

🔄

One-click convert

Turn an accepted quote into a job, sales order or invoice instantly.

🔔

Follow-ups

Automatic reminders nudge customers who haven’t replied yet.

📊

Win-rate insight

See acceptance rates and average quote value over time.

● No double entry

Accepted? It’s already a job

The moment a quote is accepted, CRMit can create the job, schedule the work and pre-build the invoice — all from the same data.

  • ✓ Auto-create jobs & sales orders on acceptance
  • ✓ Pre-filled invoices ready to send
  • ✓ Everything linked to the customer record
Quote converted to job
Better together

Works seamlessly with

📈

Leads →

Quote straight from an opportunity.
🗓️

Jobs →

Schedule the work the second it’s won.
🧾

Invoicing →

Bill from the accepted quote in a click.

Send a quote they’ll say yes to

Book a demo and see how fast quoting can be when it’s all joined up.

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