Explore software / CRM & Sales / Intake, Quotes & Proposals

Planned: no screens yet

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CRM & Sales

Intake, Quotes & Proposals

Intake forms, estimates and proposals that feed your CRM.

Structured intake forms that become CRM records, quotes and estimates, and interactive proposals clients can review.

Status
Planned
Price
No pricePlanned products have no price and no date and cannot be bought.
Preview
Not availableNothing is built yet.
Can I buy it?
NoNot built yet and not for sale: nothing can be bought, reserved or pre-ordered.

“I would use this” is anonymous: it adds one to a count that helps decide what to build next. No account, no email, no order.

What it would do

  • Client intakeStructured intake forms that become records in your CRM.
  • Quoting & estimatingLine-item quotes and estimates you send and track.
  • Interactive proposalsProposals clients read, choose options in and accept online.

Honest notes

  • A strong candidate for the next release: it reuses website forms and the CRM foundation.
  • Tax rules and payment collection would come later.
  • Legally binding e-signature needs a dedicated provider and owner approval.

Use today instead

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