Quote faster. Win more.

The quote builder your sales team deserves. Equipment catalog with real pricing, line items grouped by section, ghost margin toggle for admin eyes only, professional branded PDF for customer eyes only. Pipeline tracking shows win rates by customer type, rep, and deal size.

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Key features

Equipment catalog

Pre-loaded with Cummins, Kohler, Generac, Caterpillar models. List price, dealer cost, default margin, lead time. Click to add to quote with one click.

Section-based line items

Group lines under Equipment, Labor, Materials, Freight, Startup, Permits, Subcontract. Drag to reorder. Renders cleanly on the PDF.

Ghost margin toggle

Admins see cost and margin columns. Sales reps see only customer-facing prices. Customer PDF never shows cost. Your margin data stays internal.

Branded PDF export

Your logo, company details, license number. Line items by section, totals, terms. Print-ready and email-ready.

Quote revisions

Customer asks for a change? Click "Create Revision" — new revision number, linked to parent, full revision history preserved.

Pipeline analytics

Draft, sent, viewed, accepted, declined, expired, converted. Win rate by rep, customer type, and deal size. Pipeline value forecast.

What it gets you

Quote turnaround drops from days to minutes
No more "let me check our cost sheet" — catalog pricing is live
Ghost margins prevent accidental cost leakage to customers
Win rate analytics tell you where to focus sales effort
Revision history protects you when scope creeps
One-click convert accepted quotes to Work Orders or Projects

Real-world use cases

Built from the ground up for generator service operators.

Generator installation quote

New customer needs a 500kW standby. Sales rep drops the unit from the catalog, adds labor/freight/startup/permits by section, emails PDF. Customer signs 4 days later.

Repair estimate

Tech flags a failed component. Office builds a quick repair estimate with parts + labor, sends to customer for approval, WO unblocks when accepted.

Annual service contract

Sales rep builds a 12-month PM agreement with equipment list, visit frequency, materials included. Total calculates automatically as lines are added.

Frequently asked

Can I maintain my own equipment catalog?

Yes. The catalog is tenant-specific. Add your own models, set your dealer cost, adjust default margins. Admin-only edit permissions.

How does the ghost margin toggle work?

Admin users see a "Show Margins" toggle. When on, cost and margin columns appear. When off, quote looks identical to what the customer sees. Prevents accidental screen-sharing of cost data.

Can I send the quote via email directly?

Yes. Click "Send to Customer" to email the PDF via SendGrid. Open tracking shows when the customer views it.

What happens when a quote is accepted?

Prompted to convert to a Work Order (for repairs/installs) or a Project (for larger scope). All line items flow through automatically.

Ready to see it live?

Start your free 14-day trial — no credit card required. Full Enterprise features included.

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