← Back to site
Business Health Assessment
How well does your business
actually run?
8 questions · 3 minutes · instant personalised results
Quoting & estimates
Question 1 of 8
How do you create and send quotes to customers?
1
We write them in Word or Excel and email PDFs manually
2
We use a quoting tool but it's not connected to our orders or jobs
3
Quotes flow directly into jobs - we can track conversion rates in real time