Name: FieldWeb Quotation
Brand: FieldWeb
Rating: 5 (1 reviews)

FieldWeb ensures your seamless organization at every job phase.

How does the quoting process function in FieldWeb?

In FieldWeb, the quotation process is streamlined and straightforward, empowering businesses to create accurate and professional quotes with ease. Users can add multiple services and items to each quote, ensuring comprehensive and detailed estimates for clients. The platform facilitates seamless sharing of quotes, enabling users to email or message quotes directly to clients and track follow-ups efficiently. With the ability to change quote statuses and secure approvals swiftly, FieldWeb simplifies the entire quotation workflow, enhancing communication and expediting project initiation for businesses.

Create Quote
Send SLA and T&C
Quote Approvals
Quote Statuses
Create Jobs

Create Quote

Create Dynamic Quotations

Effortlessly Craft Winning Quotes with FieldWeb's Advanced Quotation Feature.

Empower your business with easy-to-use tools for accurate and professional quoting, enhancing your client relationships and boosting success.

Add multiple services and items with their quantity and price and make your quotation easily understandable to your customers.

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Attach documents

Attach Documents with Quotations

FieldWeb lets you bolster clarity and adherence by attaching important documents like Service Level Agreements, Terms & Conditions, etc directly to your quotations.

Elevate client communication with comprehensive, transparent quotations, fostering trust and ensuring compliance for smoother interactions and successful partner-with-uships.

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Quote Approvals

Streamline Customer Approvals

FieldWeb empowers clients to conveniently give their nod to quotes through the dedicated customer app.

Enhance engagement and simplify the process, making it easier than ever for customers to approve quotes on the go, fostering efficient communication and swift decision-making

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Quote Statuses

Effortlessly Manage Quote Statuses

FieldWeb offers intuitive control over varied quote statuses, providing a comprehensive view of converted quotes and those requiring follow-up.

This functionality ensures a streamlined workflow, empowering businesses to efficiently track the progress of quotes and take informed actions for enhanced customer engagement and business growth.

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Create Jobs

Create Jobs from the approved Quotations

With FieldWeb, approved quotes transform into tasks instantly.

Effortlessly convert quotes to actionable jobs, optimizing efficiency and eliminating manual steps. Elevate your workflow with streamlined task creation directly from approved quotes, ensuring swift and accurate project initiation.

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What is job quoting software?

Quote management software is a digital tool designed to streamline and enhance the process of creating, managing, and tracking quotations for products or services offered by a business. This software simplifies and automates what was once a time-consuming and manual task, enabling businesses to provide accurate quotes more efficiently and effectively.

Key features and benefits of quote management software include:
The software enables businesses to generate quotes quickly by pulling in product and pricing information.
Users can create standardized templates that maintain branding and consistency while tailoring quotes to individual customer needs.
Quote management software allows multiple team members to collaborate on creating and reviewing quotes in real time.
Advanced algorithms calculate prices based on various factors such as quantity, services, items and other variables, ensuring accurate and competitive quotes.
The software provides insights into the success rate of quotes, allowing businesses to analyze trends, identify bottlenecks, and optimize their quoting process.

For your Business:

Quotation software simplifies the process of generating and managing quotes by providing a centralized platform.
Effortlessly create detailed and accurate quotes by selecting from predefined services and items or adding custom options.
Track the status of each quotation, from creation to approval, ensuring transparency and timely follow-up with clients.

For your Customer:

Your customers can easily request quotations online through the software, providing convenience and efficiency.
Receive instant updates on the status of their quotations, including confirmation of receipt, revisions, and final approval.
Quotation software enables customers to review and accept quotes at their convenience.

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Learn more about FieldWeb

Do you know?

I switched to FieldWeb

Managing maintenance for lifts and elevators can be complex, but FieldWeb has simplified it. Their platform helps us schedule routine maintenance, track technician performance, and send service reports to building managers instantly. Our clients trust us to keep their elevators running smoothly, and FieldWeb has been a critical part of that trust.

Owner Oscar Plus Elevators

Mr. Gautam

FieldWeb has transformed the way we manage our RO and water purifier service business. With their intuitive app, we can track service requests, assign them to our technicians, and keep our customers informed every step of the way. It's improved our efficiency and customer satisfaction immensely.

Owner of Splash Systems

Mr. Mohit Sapra

As a printing business owner, staying organized and meeting deadlines is crucial. FieldWeb has been a game-changer for us. We now have a clear view of our orders, can schedule print jobs efficiently, and even send real-time updates to our clients. It's made managing our printing services a breeze.

Owner of Image India

Mr. Prasad Kalindi

FieldWeb has been instrumental in the growth of our HVAC business. With their technician tracking and job management tools, we can ensure our team is where they need to be when they need to be there. Our customers appreciate the improved response times and professionalism, which has led to increased trust and more referrals.

General Manager DSI

Mr. Abdul

FieldWeb has given our pest control business an edge in a competitive market. Their software helps us efficiently schedule appointments, track treatments, and send service reports to clients in real time. It's increased our customer retention and helped us expand our reach.