Quotes and invoices from your customer record
Create quotes and invoices in the same place you manage customers. Turn a won lead into a customer and send them a quote without switching tools.
For businesses where quoting is slow or scattered across tools.
What you get
- Quotes and invoices attached to the customer
- Move from lead to customer to quote in one place
- A calculator tool for quoting work
What is simple quoting software for a service business?
Software that lets you build a quote quickly from your own price list and send it to the customer. Reporting Hub does this from the customer's own record.
Can I create a quote from a customer's record?
Yes. Open the customer, create the quote, and it stays attached to that customer with the rest of their history.
Is there a pricing calculator for customers?
Reporting Hub includes a calculator tool for businesses that quote work, so customers can estimate a price before they talk to you.
See it with your own data
Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.
Request a demo