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Quotes

From quote to project without typing anything twice

Make the quote with labour, material and ROT, send it as a link and see when the customer has read it. Once accepted, its lines become the project's budget and payment plan.

Included in Free · No card needed

01

A quote the customer understands

Labour and material on lines of their own, the ROT deduction worked out and what the customer pays after it, clearly. Your purchase prices and markup never show.

  • ROT worked out on the labour
  • Markup and purchase prices are always internal
  • Fixed price or time and materials

02

Accepted with a one-time code

The customer accepts on their phone with a code sent to them, so it is clear who said yes and when.

  • A personal link, no app
  • Timestamp and history
  • Questions about the quote in the same thread

03

Budget and payment plan at once

Once the quote is accepted, its lines stay as the project's budget. Set up a payment plan with instalments and follow the outcome against the quote through the job.

  • Budget against outcome per engagement
  • Payment plan with part invoices
  • Change orders added on top

Common questions

Can I send the quote to someone who doesn't use Plinty?

Yes. The customer gets a link by email and can read, ask and accept without an account.

Are quotes in the Free plan?

Yes, quotes, change orders and invoices are in every plan.

More in Plinty

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