Quote with confidence.
Win more
work.
Pulling a quote together from old spreadsheets, supplier lists, and memory is slow and risky. Begin360 gives you one place to build accurate quotes fast — with real costs, real margins, and a professional result you can send in minutes.
One place to build, send, and track every quote your business produces
When quoting happens in spreadsheets, old email threads, and your head, you end up guessing — at costs, at margins, at whether a client ever opened the thing you sent. And when a quote does get accepted, someone has to manually retype it into a job card or invoice, which is where errors creep in.
This module gives you a single place to build quotes from live pricing data, see your margin before you send, and track what happens to every quote after it goes out. Accepted quotes convert directly into jobs and invoices — no double-entry, no information lost in the handoff.
Templates mean you're not rebuilding the same quote from scratch every time. Approval rules mean nothing goes out below the margin your business needs. And win/loss tracking means you can see, over time, where you're competitive and where you're not.
Live margin, every time
See your gross margin update in real time as you add and adjust line items. Set a minimum threshold and the system flags anything that goes below it before it's sent.
Quotes built from real pricing data
Pull from your live service catalogue and product list — no copying and pasting from old files. When prices change, your quotes reflect that automatically.
Templates for repeat job types
Save any quote as a reusable template. Open it, adjust the details for this client and scope, and send — what used to take an hour takes ten minutes.
Connected to jobs and invoicing
Accepted quotes convert directly into job cards and invoices. The scope, line items, and amounts are already there — no rekeying, no risk of something being lost in the handoff.
What's included ?
Everything you need to build, send, and track highly accurate proposals — without your team having to think about it separately from their daily work.
Quote builder with live pricing
Build quotes from your service catalogue and product list. Every line item pulls current pricing — no manual lookups, no stale rate cards.
Quote templates
Save any quote as a reusable template for similar jobs. Open, adjust, send. Templates can include optional and alternative line items to tailor scope quickly.
Real-time margin calculation
Every quote shows gross margin as you build it. Set minimum margin thresholds so nothing goes out below what the business needs to be viable.
Approval workflows
Require sign-off before quotes above a certain value — or below a margin threshold — go out. Keeps pricing decisions where they belong.
Client e-signature
Clients can review and sign off on quotes directly from the email link — no printing, no PDFs attached to reply emails, no chasing for confirmation.
Quote-to-job conversion
When a quote is accepted, convert it to a job card in one click. Scope, team assignment, and line items carry across automatically — nothing to re-enter.
Quote-to-invoice conversion
Generate an invoice directly from an accepted quote. The line items, amounts, and client details are already correct — ready to send immediately.
Win/loss tracking
Record the outcome of every quote — won, lost, declined, or lapsed. Understand your conversion rate by job type, client type, or team member over time.
Branded quote output
Quotes are generated with your logo, colours, and layout — professional PDF output that looks like it came from a business that has its act together.
Know your margin before you hit send
| SUPPLIER | EXPIRES | STATUS |
|---|---|---|
|
Labour
Cost breakdown item
|
$4,200 | |
|
Overheads
Cost breakdown item
|
$890 | |
|
Software licences
Cost breakdown item
|
$600 | |
|
Total cost
Aggregated financial cost
|
$5,690 | |
|
Quote value
Customer facing price
|
$9,790 | |
|
Gross profit
Retained earnings value
|
$4,100 |
Apply discount: Max 10% without manager approval (Currently set to 0%)
Which industries use this module?
Quoting & Estimating is used across trades, professional services, construction, and any business that needs to price work before it starts — whether that's a two-hour job or a six-month project.
Explore the full suite
Quoting & Estimating works at its best when connected to job management, scheduling, finance, and your client records. Here's what else is available.