Custom estimate workflows that capture details, calculate pricing, update your CRM, notify your team, and keep prospects moving after the quote.
EstimateKit is our flagship product. But sometimes the real value is not the calculator alone. It is the workflow after someone asks for a price.
The best quote tools do more than show a number. They help your team respond, prioritize, and close the loop.
Gather details progressively and ask smarter follow-up questions based on what the prospect needs.
Markup percentage, tiered pricing, quantity discounts, location-based pricing, seasonal adjustments — whatever you need.
Beautiful, branded PDFs. Your logo, colors, legal text. Ready to email or download. Client-ready instantly.
The quote request can create a clean summary your team, CRM, or AI assistant can use for the next conversation.
Collect contact details, service needs, budget signals, preferred timing, and send the lead into the right workflow.
HubSpot, Salesforce, Pipedrive, custom APIs. Quotes can create contacts, update stages, and assign follow-up tasks.
Embed on your website, use a standalone page, send it by email, or connect it to campaigns and service pages.
Track quote starts, drop-off points, service selections, lead source, acceptance signals, and follow-up performance.
Accept deposits right from the quote. Stripe, PayPal, ACH. Reduce follow-up friction.
Fast, mobile-friendly, and built to keep the quote experience usable on the devices customers already have.
SSL encrypted. GDPR compliant. Secure data storage. Regular backups. Peace of mind.
We maintain the tool, update pricing logic, fix bugs, and keep the quote-to-follow-up workflow working.
Every industry has different pricing rules, but the goal is the same: collect the right details and trigger the right next step.
Construction, plumbing, HVAC, electrical. Square footage, materials, labor, service areas, and appointment handoffs.
Project scope, service selection, retainer options, discovery questions, and CRM follow-up for sales calls.
Cleaning, landscaping, pest control, maintenance. Recurring pricing, zone-based rates, scheduling, and reminders.
Retainers, intake questions, case complexity tiers, consultation routing, and clear human review steps.
Procedure pricing, package options, membership quotes, intake context, and careful handoff rules.
If the pricing rules are repeatable, the quote path can usually be captured, improved, and connected to follow-up.
Tell us your pricing logic, intake questions, required details, and what should happen after someone requests a quote.
We build the form, pricing logic, CRM handoff, notifications, quote output, and any AI-ready summaries your team needs.
Go live, monitor usage, improve drop-off points, refine follow-up, and keep the workflow maintained as pricing changes.
Simple: $5K-$15K. Medium complexity: $15K-$40K. Complex with many integrations: $40K-$100K+. We quote after a detailed brief.
Most custom quote tools need several weeks. The timeline depends on pricing complexity, integrations, approvals, and how much automation happens after the quote.
Yes. HubSpot, Salesforce, Pipedrive, custom APIs, email alerts, spreadsheets, payment tools, and AI workflows can be connected depending on the build.
We do. Updates, bug fixes, pricing changes, integration maintenance, and workflow improvements can be covered after launch.
Absolutely. New form fields, pricing logic changes, integrations — we update it as your business evolves. Maintenance is included.
EstimateKit is a product for most businesses. Custom tools are for unique pricing logic or industry-specific workflows. We help you decide which fits you.
Let's talk about your pricing logic, lead handoff, CRM needs, and follow-up path. We will tell you if custom is right or EstimateKit is enough.
Map My Quote Workflow →