Quotation app

Streamline your quotation process to save time and get professional quotes out quickly.

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Trusted by over 250,000 people from built-world companies of all sizes

~25,000 employees

~10,000 employees

~100,000 employees

~25,000 employees

~20 employees

~50 employees

~150 employees

~40 employees

~20 employees

~300 employees

~10 employees

~35,000 employees

~1,000 employees

~5,000 employees

~5,000 employees

~30,000 employees

Create standardised quotes with all the information needed

Reference your standard bid items, materials, and labour rates to easily create detailed quotations that are more accurate and save you more time.

Use and customise the professional free quotation template, convert your current form into the app automatically, or build a custom quotation template from scratch with the simple drag and drop form builder.

Share professional quotes from the app as PDF or CSV

Instantly print, download or send any of your quotes as perfectly formatted CSV or PDF documents directly from site or in the office.

Every export has your logo and company colours, so everything stays standardised and professional.

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Complete, update and share your quote on desktop, mobile or tablet

Draft, review and approve professional quotations directly from the field or office to generate more business and to reduce your overheads.

Share the quotation template to your team in the field and they can record quotes and send them back to the office instantly once they're submitted.

Build automated workflows with notifications when a quote is submitted

Automated workflows allow you to have quotes reviewed and approved by the office while you’re out on the jobsite or on the road.

Get notifications when a quote is submitted and give signoff approval.

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Add PDFs and drawings to your quote with markup

Ensure your quotes are well documented to avoid delays due to back and forth chasing up between the office and jobsite.

Attach PDFs or drawings taken on site and add markup to highlight important details or amendments.

Add itemised details to your quote in a table with formulas

Avoid costly mistakes in incorrect calculations in your quotes.

Easily breakdown material costs and labour hours then use formulas to calculate overall budget needed.

 

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Track progress automatically and get new insights about performance

Get detailed analytics about quotes submitted, reviewed and accepted to find ways to optimise the quotation process.

Use breakdowns and filters to understand how teams or clients are performing in real-time.

Completely eliminate double-handling of your quotes

Toggle between formats in one-click to automatically convert your quotes between timeline and register formats

Register view

The perfect view for summarising and viewing all quotes so you can quickly filter and find specific records.

Real-time project management register
Project management register

More than 'just' a quotation app - if you want it to be

Don't want too many different apps, tools and systems to login into, use and maintain?

Dashpivot is a flexible app which works for financial use cases like timesheets, docket management, and for other site activities and processes including daily reporting, safety inspections, quality inspections and more.

Use Dashpivot to take care of just your quotations or consolidate your processes into a single easy to use app.

Try the quotation app and software for yourself for free

Try it for free
Watch demo