Lightning-Fast Quoting

Create professional quotes in minutes, not hours. With templates, preset costs, and automated calculations, you'll close more deals faster than ever before.

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Everything You Need for Professional Quoting

From quick estimates to detailed proposals, WorkBookPro's quoting system handles it all.

Templates & Quick Add Items

  • Reusable quote templates for common job types
  • Quick add items with preset codes and descriptions
  • Drag and drop sections for easy organization
  • Copy and duplicate sections instantly

Smart Pricing & Costs

  • Build your library of preset costs for materials and labor
  • Automatic markup calculations with custom margins
  • Real-time tax calculations
  • Category-based cost management (Labour, Materials, Equipment)

Professional Presentation

  • Branded quotes with your logo and company details
  • Custom introduction and terms & conditions
  • Template variables for automatic customer info insertion
  • Professional quote numbering system

Email Integration & Tracking

  • Send quotes directly to clients from WorkBookPro
  • Track when quotes are delivered and opened
  • Automatic follow-up reminders
  • Convert accepted quotes to jobs with one click

Complete Quote Management

Track your quotes from creation to acceptance with our comprehensive management system.

Quote Status Tracking

Monitor quotes through Pending, Accepted, Declined, and Expired statuses.

Return Date Management

Set return dates and get reminded when quotes are about to expire.

Quote Analytics

Track conversion rates, average quote values, and win/loss ratios.

Ready to Speed Up Your Quoting?

Start creating professional quotes in minutes and close more deals with WorkBookPro's powerful quoting system.

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