Professional Quoting Software for Enterprise Businesses
Create accurate, professional quotes faster with Aeflow's built-in quoting tools. Whether you are quoting a single job or a complex multi-stage project, Aeflow gives your team everything it needs to win more work and get approvals sooner.
Build and Send Quotes in Minutes
Aeflow makes it easy to put together detailed quotes without starting from scratch every time. Pull items directly from your price list, apply labour and materials, add markups, and generate a polished quote document ready to send to your client.
- Build quotes from your existing price list for consistent, accurate pricing
- Add line items for labour, materials, equipment, and subcontractor costs
- Apply markups and margins at the line item or quote level
- Use quote templates to speed up repeat work
- Attach supporting documents, photos, and files to your quote
Win More Work with Professional Presentation
First impressions matter. Aeflow produces clean, branded quote documents that reflect the professionalism of your business. Clients receive a clear breakdown of the work, the costs, and what they are agreeing to.
- Branded quote documents with your company logo and details
- Clear line item breakdowns that are easy for clients to understand
- Optional summary view to show totals without exposing your cost breakdown
- Include terms and conditions directly in the quote
- Send quotes by email directly from Aeflow
Connected to the Rest of Your Business
Aeflow quoting does not work in isolation. When a quote is accepted, the information flows straight through to your jobs, invoicing, and project management. There is no need to re-enter data or copy details between systems.
- Convert accepted quotes into jobs with a single click
- Quote data flows directly to invoicing when work is complete
- Link quotes to CRM contacts and client records
- Track quoted work alongside your active jobs and projects
- Use estimating data to build more accurate quotes over time
Quote Approval and Tracking
Keep on top of every quote you have sent. Aeflow gives you a clear view of which quotes are pending, accepted, declined, or expired, so your team can follow up at the right time and nothing falls through the cracks.
- Dashboard view of all active quotes and their current status
- Automatic notifications when a client views or responds to a quote
- Set expiry dates so quotes do not remain open indefinitely
- Record the reason when a quote is declined to improve future pricing
- Full quote history linked to each client record in the CRM
Key Features at a Glance
| Feature | What it does |
|---|---|
| Price List Integration | Pull items directly from your master price list to ensure consistent pricing across all quotes |
| Quote Templates | Save common quote structures and reuse them to speed up quoting for repeat job types |
| Markup and Margin Controls | Set markups at the line item, section, or total level to protect your margins |
| Branded Documents | Produce professional PDF quotes with your branding, ready to send to clients |
| Quote-to-Job Conversion | Turn an accepted quote into a scheduled job instantly, with no re-entry of information |
| Status Tracking | Monitor the progress of every quote from sent to accepted, declined, or expired |
| CRM Linking | Attach quotes to client and contact records for a complete view of your sales pipeline |
| File Attachments | Include photos, plans, specifications, and other supporting files with any quote |
Frequently Asked Questions
Can I create quotes from a price list?
Yes. Aeflow connects directly to your price list so you can add items to a quote without typing in prices manually. This keeps your quoting consistent and reduces the risk of pricing errors.
Can clients accept a quote online?
Yes. Clients can view and accept quotes digitally, giving you a clear record of approval without the need for back-and-forth emails or printed paperwork.
What happens when a quote is accepted?
When a quote is accepted, you can convert it into a job in Aeflow with a single action. The job details, costs, and line items carry across automatically, so your team can start work without any duplication of effort.
Can I see all my quotes in one place?
Yes. Aeflow includes a quoting dashboard that shows all of your quotes grouped by status. You can filter by client, date, value, or status to find what you need quickly.
Does quoting integrate with invoicing?
Yes. Once a job is complete, the quoted line items can be used as the basis for your invoice. This makes billing faster and ensures the invoice reflects exactly what was agreed in the quote.
Start Winning More Work with Aeflow
Aeflow's quoting tools are built for businesses that need to move fast without sacrificing accuracy or professionalism. From the first line item to the final approval, Aeflow keeps your quoting process organised, connected, and under control.
Book a demo today to see how Aeflow can help your team quote more efficiently and convert more work.