Guided quote generation produces a branded PDF, tracks status, and automatically chases on expiry.
Quotes take too long to put together, look inconsistent from one job to the next, and get forgotten once they are sent.
Quotes are generated, sent, tracked and chased automatically, so nothing sits unanswered.
A qualified lead or job enters the quote stage
A guided wizard builds the quote from your pricing rules and produces a branded PDF
The quote is sent and its status is tracked automatically
If there is no reply, staged reminders chase the client until it expires or converts
Win, loss and conversion data rolls up into a simple report
Best for trades, agencies and consultants who lose deals not on price, but on slow or forgotten follow-up. The quote becomes a tracked step in the pipeline instead of a one-off email.
Trades, agencies, consultants, maintenance and fit-out firms
Forge Ops Partner, from £500/month
Pricing filters fit early. Larger builds are scoped after a discovery call or gap analysis.
Pick a day and time that suits you. We'll confirm by email and walk you through this system on a call.
