Centripe

Quote Management

SEE WHEN THEY OPEN IT

The quote you send tonight beats the one they get Friday.

Build a quote from saved line items, send it by text while you're still in the driveway, and see the moment it's opened. If nobody responds, the follow-up chases for you until they do.

Included in every plan Setup in minutes No per-use AI fees

QUOTE #1084 — WHITFIELD DECK REBUILD

LIVE

Composite decking, 300 sq ft

Supply & install

$6,900

Removal of existing deck

Including disposal

$1,100

Railing & steps

$1,450

Total inc. tax

$10,168

Sent by SMS

TUE 4:52 PM

Opened 3 times

TUE 7:14 PM

Accepted & signed

WED 8:31 AM

✓ DEPOSIT PAID — $2,000

DEAL MOVED TO WON

What it does

Quoting fast is most of winning the job

Customers rarely pick the cheapest quote. They pick the one that arrived first and looked like it came from a real business.

Saved line items

Build from a price book instead of retyping. Pick the items, adjust quantities, and the totals and tax handle themselves.

Send by SMS or email

Quotes go out as a link they can open on a phone — no PDF attachment nobody downloads, no printing anything.

Open and view tracking

See when it was opened and how many times. Three opens and no reply is a different conversation to no opens at all.

Accept online

Customers approve with a signature on their phone, and acceptance moves the deal, notifies you, and can take a deposit.

Chases itself

Unanswered quotes trigger a reminder sequence on your schedule, so nobody has to keep a mental list of who hasn't replied.

Branded, not generic

Your logo, colors, terms, and payment details — or your client's, if you're running Centripe white-labeled.

Getting started

From site visit to sent quote before you drive off

Set up the price book once and every quote after that takes a couple of minutes.

STEP 1 — PRICE BOOK

Load your line items

Add your services with prices, units, and descriptions once. Set tax rules, terms, and deposit requirements alongside them.

STEP 2 — BUILD

Assemble and send

Pick items from the list, adjust the numbers, and send by text or email from your phone or desktop.

STEP 3 — CHASE

Let the reminders run

Set the follow-up cadence for unanswered quotes and let it work while you're on the next job.

Part of your AI Employee

Quote Management doesn't work alone

The quote goes out and the questions come back — usually by text at 9pm. Your AI Employee answers them, and the Workflow Operator decides whether it's time to call. Meet the rest of the team:

Questions

Quote Management FAQ

Can customers accept a quote online?
Yes — they approve with a signature on their phone. Acceptance moves the deal forward, notifies you, and can collect a deposit at the same time.
Do I know when a quote is opened?
Yes, including how many times. That view history sits on the contact record, so you know whether silence means ‘not interested’ or ‘hasn't looked yet’.
Are quotes branded?
Fully — your logo, colors, terms, and payment details. On white-label plans, client quotes carry the client's brand with no Centripe badge.
Can I reuse a quote?
Yes. Duplicate any quote as a starting point, or save common combinations as templates for jobs you price regularly.

Your competitor quoted them
before you got back to the office.

Build quotes from a price book and send them from the driveway — free for 14 days on every plan.