Quote Builder

Create quotes three times quicker with TopBuilder Quoting.

Quoting Worksheet

TopBuilder Quoting

Professional quoting has never been easier.

Our primary goal was to make quoting easier, quicker, and more effective. That way you could confidently quote in minutes versus hours. 

To streamline the quoting process, our quoting tools let you organize quote items into categories and types. 

In other words, you simply add items to your quote by:

  • Selecting the items to include 
  • Specify the quantity
  • Adjust the costs
  • Adjust your pricing
  • And you’re done!
You can even duplicate quotes from similar jobs so you don’t have to start each quote from scratch. 

TopBuilder Quoting

Now with electronic approval.

To make quoting even easier, we wanted you to have the ability to complete quotes with your clients. This meant you needed the ability to build, review, and approve quotes all in one session.

With TopBuilder Quoting, you can have your clients electronically approve with our added e-signature capabilities.

You can also capture additional information, such as:

  • Payment information
  • Reason for accepting the quote
  • Reason for declining the quote
  • And customer comments. 
TopBuilder e-signature
Quote Tracking

TopBuilder Quoting

Do more... with more.

We are constantly expanding on our software and the value it adds to you and your business. Below we’ll highlight a few new features that we know you’ll love.

With TopBuilder Quoting, you can:

  • Track the status of each quote
  • Receive alerts for each goal completion
  • Attach Documents:
    • Drawings
    • Specs
    • Scope of Work
  • Consolidate quotes into a single PDF file
  • Even add your own notes and comments

Interested in our quote builder?

Schedule a personalized walk-through to see how TopBuilder Quoting can help you create quotes three times quicker. 

or

5/5
"Thank you for a very informative training. I've used a lot of CRM's in my time in sales and I am impressed with how user friendly this software is."
Regal Homes
Sales & Marketing Manager

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