Four steps from a phone call to a signed-off job
- 1
Add your customer
Enter their contact details once. Every future quote for that customer starts already filled in, so you never re-type an address.
- 2
Build your quote
Add the work and materials as line items with a quantity and unit price. Totals, tax and the grand total update as you type. In a hurry? Describe the job and let Draft with NubryxAI propose the lines, then edit anything before you save.
- 3
Send it professionally
One click emails a branded quote page and PDF carrying your logo, numbering and terms. Your customer opens it on any device and accepts or declines. No account needed on their side.
- 4
Track what happens next
The quote moves from sent to viewed to accepted or declined on its own, with timestamps. One list shows you which jobs are still waiting on an answer.
Set up once, then forget it
- Your business name, logo, currency, tax rate and terms are set once and applied to every quote.
- Connect QuickBooks Online to hand customers and quotes across as customers and estimates when you choose to.
- API keys, signed event notifications and a Zapier integration are there if you run other systems.