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Estimates
Create Professional Estimates. Win More Business.
Create detailed, professional estimates in minutes and turn approved work into active
business—without entering the same information twice.
With Spot Commerce Estimates, your sales process stays connected from the
first customer inquiry through approval, project management, invoicing, payments, and accounting.
Build Professional Estimates in Minutes
Create clear, polished estimates that give your customers the information they
need to make a decision.
Add products, services, labor, materials, quantities, pricing, discounts,
taxes, notes, terms, and other important details—all from one organized estimate.
Your customer information is already connected through your CRM, helping
eliminate duplicate data entry and keeping every estimate tied to the correct customer and project.
From Estimate to Approved Work
An estimate shouldn't become a dead-end document.
Once your customer approves the work, Spot Commerce helps move the opportunity forward
without rebuilding everything from scratch.
Create
Send
Approve
Convert
Get Paid
Turn an approved estimate into active business and continue managing the customer through
the same system.
Everything Stays Connected
Because Estimates are built directly into Spot Commerce, they work together
with the rest of your business.
Customer records stay connected to estimates, projects, invoices, payments,
change orders, and accounting activity—giving your team one place to see the complete history of the
job.
Built for Service & Project-Based Businesses
Whether you're quoting a small service call or a large multi-stage project,
Spot Commerce gives you the flexibility to create estimates that match the way your business works.
Organize estimates with detailed line items, descriptions, quantities, pricing,
terms, customer information, and project details while maintaining a professional presentation for
your
customers.
Keep Your Sales Pipeline Moving
Know which estimates have been created, sent, approved, declined, or converted
into business.
Instead of searching through emails, spreadsheets, PDFs, and separate
applications, your team can manage the estimating process directly from the customer's CRM record.
One Estimate. One Customer. One Connected Workflow.
Spot Commerce brings your estimating, CRM, accounting, projects, invoicing,
payments, and customer communication together.
No disconnected software.
No unnecessary duplicate entry.
No rebuilding approved estimates.
Just a faster path from opportunity to estimate to customer to revenue.
Turn Estimates Into Business
Create professional estimates, get customer approval, and move approved work directly into your
business workflow with Spot Commerce.
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