Quoting software features that matter
Use this checklist to compare quoting applications and pick one that helps you quote faster and win more work.
📝 Quote templates
Pre-built, reusable templates and saved line items so you never start from scratch.
✍️ Online acceptance & e-signature
Customers approve and sign quotes online — faster sign-off and a clear audit trail.
🔁 Quote-to-invoice
Turn an accepted quote into an invoice in one click and reduce double entry.
📱 Mobile apps
Build and send quotes on-site from iOS or Android — essential for trades and field teams.
📊 Tracking & follow-ups
See when a quote is viewed and trigger automated reminders to lift your win rate.
🔗 Accounting integrations
Sync with Xero, MYOB or QuickBooks so quotes flow straight into your books.
🎨 Custom branding
Add your logo, colours and terms so every quote looks polished and professional.
📦 Product & price catalogues
Maintain a price list with tax, margins and discounts applied automatically.
📈 Reporting
Track quote value, conversion rates and pipeline to understand what's working.
Want a walkthrough?
Our blog breaks down how to evaluate and choose the right quoting application.
Read the guides