Easy online quoting and estimating software.

Estimating software for fast, accurate and professional quotes. Utilise time estimates, client history and invoicing, so you can quote what you’re worth, and bill instantaneously.

Screenshot of WorkflowMax's quoting system

Professional, customisable quotes, estimates, budgets prepared in seconds. Delivered in minutes.

Turn your leads into quotes and then jobs with a few simple clicks

Generate a quote in minutes using job templates and customise it however you like. Once ‘accepted’, instantly transform your quote into a job and save time on account management. When the job is finished, generate an invoice from your quote and get paid faster.


Win more business with professional looking quotes

Reinforce your brand strategy and present professionally designed and branded quotes on the spot, using our fully customised quote print templates tool.


Quote any way you want, fast

Choose from a number of different types of estimating templates. Create a one pager or design a 10 page proposal document to WOW your prospects and customers. Preparing a quote literally takes seconds - you can base it on staff rates, project rates, or time. It’s easy.


Reduce double-handling

Client details are carried through from leads or jobs and populate automatically. Enter the job description, budget, and due dates.


Add and reorder tasks

If you’re using a quote template, some tasks will be pre-populated. To save time simply add more or select from your saved list and reorder tasks as needed.


Get real transparency on job costs

Show all costs associated with the job and easily adjust as you need. Add optional extras to your quotes and upsell clients on your services with the click of a button. Then view your gross profit margin against each quote.


6 Reasons you’ll love estimating and quoting in WorkflowMax

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Create quotes in just a few clicks

With quickly generated estimates, you can respond to queries fast and capture more prospects!

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Save time with quote templates

Use templates for common job types, enabling repeatability and accuracy. The faster you send a quote, the faster it gets approved!

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Seamless flow of information

Client information populates through from leads or jobs, saving you time and ensuring there is no double entry!

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Easily customise your quotes

Impress your clients by sending professionally designed quotes for your specific industry, with your own branding.

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Flexible quoting options

Whether you’re quoting per project or based off labour and materials, you have the flexibility to choose.

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Follow up with ease

In the quote system you can see at a glance the status of all your quotes, and which ones have been won or lost.

Seamless integrations for better project management

Power up WorkflowMax’s project management prowess with over 30 software integrations available. From accounting to helpdesk tickets, document management, scheduling, reporting and CRM, we’ve got your entire business covered. Transform and streamline your version today.
See all integrations

Trusted by 100,000+ happy customers worldwide

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“Quoting is one of the coolest features of WorkflowMax. If somebody calls me and tells me he wants a website, I can send a quote while he’s still on the phone!”
Brett Hancock Creative Director, Born Digital
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