Turn every lead into a clear quote, a signed agreement, and booked work.
Leads get a next step, quotes and proposals use one price list, customers accept and sign online, and agreements and templates keep every promise in writing.
Part of one system
Work arrives already filled in, and leaves ready for the next step.
Sales & Quotes is not a separate app you connect. It works from the same customer, job, and record your office, phones, field team, and billing already use.
Comes in from
Website & calls
Leads arrive from forms, bookings, calls, and texts.
Comes in from
Property details
Property information helps you quote the right job.
What happens here
Sales & Quotes
- Leads & Follow-Up
- Quotes & Proposals
- Price Book & Catalog
- Contracts & Agreements
- Document & Message Templates
Same customer, same job, same record.
What it replaces
One system instead of a stack of tools.
- A proposal tool
- A spreadsheet of leads
- An e-signature service
- A price binder
- Copy-and-paste message templates
What changes for you
Less chasing. More finished work.
Every lead followed up
Each lead has a status and a next step.
Consistent prices
Quotes, online booking, and the AI assistant read one price book.
A faster yes
Customers review, choose options, and accept online.
Accepted means invoiced
An accepted quote creates its invoice and moves the job forward.
Inside Sales & Quotes
Explore each part.
Leads & Follow-Up
Give each new lead a next step.
- Capture & lead context
- Pipeline & follow-up
- Quotes & booked-work checks
Quotes & Proposals
Make it easy to understand your quote.
- Line items, choices & pricing
- Branded proposals & proof
- Signatures, revisions & handoffs
Price Book & Catalog
Price every job the same way.
- Services & options
- Products, bundles & categories
- One price everywhere
Contracts & Agreements
Keep track of your promises.
- Agreements & signatures
- Contract dates & status
- Commercial account context
Document & Message Templates
Stop writing the same thing again.
- Standard business documents
- Agreements & field templates
- Customer messages & quote reuse
Clear answers. No sales jargon.
Good to know.
Choosing software is a business decision. Let’s make sure it fits the way you work.
Talk through your questionsCan customers choose between options?
Yes. Quotes can include required, recommended, and optional items, and Good/Better/Best choices.
Can I quote a customer before there is a job?
Yes. Quote the customer directly and book the job after they accept.
Your business. Your next chapter.
See what a better
working day looks like.
Bring your questions. We’ll show you how WildPipe fits the way your business works.