When quoting a construction job, using a manual process or outdated technology is time-consuming, produces sloppy, unprofessional quotes, and leads to costly mistakes. TopBuilder’s cloud-based CRM preconstruction software allows you to quickly and accurately create, track, and follow up on quotes and proposals, reducing the time by 85%. And it’s proven to increase the closure rate by 10% through complete and accurate quotes.

Top Builder CRM Quote Preview

Some key benefits to TopBuilder’s preconstruction software include: 

  • Produce quotes directly from the Lead in TopBuilder which automatically populates the customer, contact, and job information.
  • Create quotes easily with the familiar Excel-like worksheet that allows the estimator to select items and quantities to be included as well as adjust costs, markup, price, and add notes.

Quote Worksheet

  • Get a summary of the items selected including the cost, overall markup, applied discounts, and tasks as quotes are built. 
  • Streamline the quoting process and ensure no items are omitted, by saving quotes in Assemblies with default quantities and pricing. 
  • Reduce time and eliminate mistakes by copying an existing quote for similar or existing clients.
  • Generate complete and professional proposals that can include attachments such as project specifications and designs, the scope of work, cover letter, job photos, inclusions/exclusions, and addendums in Excel, PDFs, Word, etc.
  • Customize your quote design with your company’s logo and your custom template. Or, add your logo to one of the many quote templates on the site. 
  • View, download, print or email a completed, professionally designed quote PDF to send directly to your customer for electronic signature with real-time tracking and alerts so you know when the quote was received, reviewed, and accepted or declined.  

Quote Tracking


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