Get to predictable cash flow with effective quote management

Let your quote reach your clients inbox in just a few clicks. Initiate quote creation with all the service items required and send it to your client with a link to the quote.

No more follow-ups on quote approval. Your clients can easily approve or reject a quote via a public link or through the portal, making the process faster and pain-free. What’s more, your clients can add comments when they approve or reject a quote, allowing greater context and lesser confusion.

Clients suggesting too many changes on the quote you just sent? With SuperOps.ai, revise a quote many times without having to create a new one. With our “quote versions” capability, the numbered older versions are saved in the same thread so that you have all the information when you come back to look into them later!

Put an end to the long line of siloed emails between you and your client to work out a quote that is mutually agreed upon. With quote-linked conversations, view all the comments and conversations with your client right alongside the quote.

Getting an approval for a quote is only half the battle won. Convert them into invoices in just a single click and watch the cash flow automatically on the date of payment.

View the quotes that are in the different stages of its life lifecycle in one screen. Get to know the invoiced quotes in a single glance and start working on the ones that need your attention.

Why type emails to send quotes when you have got templates at your fingertips? Customize your email notifications for both the requester and the technicians so that they stay on top of the quote’s progress without spending extra time for it.