{"id":25822,"date":"2023-03-09T06:09:16","date_gmt":"2023-03-09T06:09:16","guid":{"rendered":"https:\/\/sitemate.com\/?page_id=25822"},"modified":"2026-03-06T01:49:16","modified_gmt":"2026-03-06T01:49:16","slug":"financial-quotation-app","status":"publish","type":"page","link":"https:\/\/sitemate.com\/uk\/financial\/quotation-app\/","title":{"rendered":"Quotation"},"content":{"rendered":"<h1>Quotation app<\/h1>\n\t<p>Streamline your quotation process to save time and get professional quotes out quickly.<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=quotation-app&#038;templateId=5c6c89c2115b151fa47f9d62\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/20-11-11-User-pair-37-1-1.svg\" data-skip-lazy=\"\"\/>\n\t<p>Trusted by over 250,000 people from built-world companies of all sizes<\/p>\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/NHS-black-logo.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~25,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-51.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~10,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/ABB-Black-logo.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~100,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-20.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~25,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-45.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~20 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-53.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~50 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/Avondale-dark.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~20 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-55.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~300 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-56.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~10 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-27.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~35,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-49.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~1,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-25.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~5,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/Guinness-dark.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~5,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/Hitachi-dark.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~30,000 employees<\/p>\n<p>\n\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-form.svg\" loading=\"lazy\" \/>\n\t<h3>Create standardised quotes with all the information needed<\/h3>\n\t<p>Reference your standard bid items, materials, and labour rates to easily create detailed quotations that are more accurate and save you more time.<\/p>\n<p>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.<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-111-1.svg\" loading=\"lazy\" \/>\n\t<h3>Share professional quotes from the app as PDF or CSV<\/h3>\n\t<p>Instantly print, download or send any of your quotes as perfectly formatted CSV or PDF documents directly from site or in the office.<\/p>\n<p>Every export has your logo and company colours, so everything stays standardised and professional.<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=quotation-app&#038;templateId=5c6c89c2115b151fa47f9d62\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-sharing.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-112.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-mobile-form.svg\" loading=\"lazy\" \/>\n\t<h3>Complete, update and share your quote on desktop, mobile or tablet<\/h3>\n\t<p>Draft, review and approve professional quotations directly from the field or office to generate more business and to reduce your overheads.<\/p>\n<p>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&#8217;re submitted.<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-111-1.svg\" loading=\"lazy\" \/>\n\t<h3>Build automated workflows with notifications when a quote is submitted<\/h3>\n\t<p>Automated workflows allow you to have quotes reviewed and approved by the office while you&#8217;re out on the jobsite or on the road.<\/p>\n<p>Get notifications when a quote is submitted and give signoff approval.<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=quotation-app&#038;templateId=5c6c89c2115b151fa47f9d62\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-Workflow.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-112.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-pdf.svg\" loading=\"lazy\" \/>\n\t<h3>Add PDFs and drawings to your quote with markup<\/h3>\n\t<p>Ensure your quotes are well documented to avoid delays due to back and forth chasing up between the office and jobsite.<\/p>\n<p>Attach PDFs or drawings taken on site and add markup to highlight important details or amendments.<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-111-1.svg\" loading=\"lazy\" \/>\n\t<h3>Add itemised details to your quote in a table with formulas<\/h3>\n\t<p>Avoid costly mistakes in incorrect calculations in your quotes.<\/p>\n<p>Easily breakdown material costs and labour hours then use formulas to calculate overall budget needed.<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=quotation-app&#038;templateId=5c6c89c2115b151fa47f9d62\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-tables.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-112.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-Analytics-Chart.svg\" loading=\"lazy\" \/>\n\t<h3>Track progress automatically and get new insights about performance<\/h3>\n\t<p>Get detailed analytics about quotes submitted, reviewed and accepted to find ways to optimise the quotation process.<\/p>\n<p>Use breakdowns and filters to understand how teams or clients are performing in real-time.<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-111-1.svg\" loading=\"lazy\" \/>\n\t<h3>Easy and Affordable System Integrations<\/h3>\n\t<p>Send quotes or quote information from the Quotation App to your Finance, Accounting and Analytics softwares automatically.<\/p>\n<p>Take advantage of off-the-shelf integrations with common tools and the Microsoft stack, or connect any system via Open API.<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=quotation-app&#038;templateId=5c6c89c2115b151fa47f9d62\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2025\/02\/Flowsite-3-4-4.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-112.svg\" loading=\"lazy\" \/>\n\t<h3>Completely eliminate double-handling of your quotes<\/h3>\n\t<p>Toggle between formats in one-click to automatically convert your quotes between timeline and register formats<\/p>\n      <h3><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/10\/20-05-18-New-Icons-23.svg\" alt=\"\" width=\"25\" height=\"20\" \/> Timeline view<\/h3>\n      <p>Your quotes are automatically organised in chronological order for easy traceability.<\/p>\n      <h3><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/10\/20-05-18-New-Icons-25.svg\" alt=\"\" width=\"25\" height=\"20\" \/>Register view<\/h3>\n      <p>The perfect view for summarising and viewing all quotes so you can quickly filter and find specific records.<\/p>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Frame-56.svg\" alt=\"Real-time project management register\" loading=\"lazy\" \/>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Frame-55.svg\" alt=\"Project management register\" loading=\"lazy\" \/>\n\t<h3>More than &#8216;just&#8217; a quotation app &#8211; if you want it to be<\/h3>\n\t<p>Don&#8217;t want too many different apps, tools and systems to login into, use and maintain?<\/p>\n<p>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.<\/p>\n<p>Use Dashpivot to take care of just your quotations or consolidate your processes into a single easy to use app.<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Frame-80.svg\" loading=\"lazy\" \/>\n\t<h2>Try the quotation app and software for yourself for free<\/h2>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=quotation-app&#038;templateId=5c6c89c2115b151fa47f9d62\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/20-11-11-User-pair-37-1-1.svg\" loading=\"lazy\" \/>","protected":false},"excerpt":{"rendered":"<p>Quotation app Streamline your quotation process to save time and get professional quotes out quickly. Try it for free Watch demo Trusted by over 250,000 people from built-world companies of all sizes Create standardised quotes with all the information needed Reference your standard bid items, materials, and labour rates to easily create detailed quotations that&hellip;<\/p>","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"industry":[],"product":[78],"region":[145],"system":[89],"content_type":[106],"class_list":["post-25822","page","type-page","status-publish","hentry","product-dashpivot","region-global","system-custom","content_type-app-software-page"],"acf":[],"custom_permalink":"financial\/quotation-app","_links":{"self":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/pages\/25822","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/comments?post=25822"}],"version-history":[{"count":0,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/pages\/25822\/revisions"}],"wp:attachment":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/media?parent=25822"}],"wp:term":[{"taxonomy":"industry","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/industry?post=25822"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/product?post=25822"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/region?post=25822"},{"taxonomy":"system","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/system?post=25822"},{"taxonomy":"content_type","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/content_type?post=25822"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}