Enquiries & quotes
Turn every enquiry into a quote in minutes
Web forms, emails and phone calls land in one enquiry list, each tagged with where it came from. An AI quote assistant on your website handles the first conversation, and AI reads your inbox to spot new enquiries. When you're ready, a professional quote goes out in minutes - and clients can accept it, or pay to confirm, online.
Highlights
AI quote assistant on your website
A friendly chat asks visitors the right questions, collects their contact details and documents, confirms everything and files a complete enquiry with the full conversation attached.
Enquiries straight from your inbox
AI reads incoming emails, recognises genuine enquiries, checks for duplicates and creates them for you, so nothing gets buried.
Fair, automatic allocation
New web enquiries go to the least-busy member of your sales pool, so every lead has an owner from the first minute.
Quotes clients can accept, or pay
Branded quote PDFs, online acceptance and an optional pay-to-confirm step by card or PayPal before any work starts.
Included
What's in enquiries & quotes
Included on every plan, with no add-ons to buy.
- Enquiry source recorded: web, email, telephone and more
- Duplicate check by email address and phone number
- Create the client from an enquiry in one click
- Single-service quotes and multi-service project quotes
- Quote PDFs built from your own templates and letterhead
- Accepted quotes become bookings and projects without re-keying
- Per-job time zones for US and multi-region teams
- Enquiry-to-quote-to-order report for every salesperson
Works together
Related modules
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Learn moreTranslation projects
Run single jobs or multi-document projects, produce certificates automatically and send a complete postal pack in one click.
Learn moreClient portal
Clients request interpreters and translations, accept quotes, track jobs and pay invoices online, whenever it suits them.
Learn moreGive your team its time back
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