ABO Quote
Present the work and price clearly, send the quote to your customer and give them a straightforward way to respond. Keep the decision organised as the job moves forward.
Branding and setup tailored to your business. Initial and ongoing costs confirmed in your quote.
Try the quoting experience
Explore an example quote, choose a customer response and see how the business record changes.
CUSTOMER VIEW
Prepared for Jamie Taylor. Reference DEMO-1042.
Replace the damaged gutter section and joint at the front of the property. Check the repaired section for leaks and remove the replaced materials.
Illustrative figures only. Your live quote would show your agreed pricing, applicable tax details and terms.
CUSTOMER VIEW
Jamie has reviewed the proposed gutter repair and the £480 example total. Choose a response to see what happens next.
No response selected yet.
BUSINESS VIEW
Jamie has not responded yet. The quote remains awaiting a decision.
A recorded response helps you decide what to follow up and what can move forward. Accepting a quote does not itself take a payment or confirm a work date.
Demonstration only. No real quote is accepted, no emails are sent and no payment is taken.
From pricing to completion
Your quoting process can continue into job progress, payment records and follow-up. We agree the features that fit your business when planning your setup.
Some jobs need a clear description and total. Others benefit from an itemised breakdown. Present the detail that helps the customer understand the proposed work.
The benefit: a consistent presentation without making a straightforward quote unnecessarily complicated.
Follow accepted work through the agreed job stages. See where a job stands and which action needs your attention next.
The benefit: less reliance on remembering the position of every job across separate conversations.
Record payments received against the work so you can check the payment position alongside the quote and job information.
The benefit: an organised record of what you have marked as paid. Recording a payment does not itself collect money from the customer.
When the work is complete, you can choose to send the customer a review request as part of your follow-up process.
The benefit: a convenient reminder to invite feedback. The customer decides whether to leave a review.
Your quote confirms the functions included in your version, the setup required and any ongoing charges.
Planning your quoting system
Yes. A straightforward job may only need a clear description and total. More detailed work can use an itemised breakdown.
We discuss the types of quotes you prepare and agree the options your version needs.
The demonstrated customer journey uses a quote link, allowing the customer to review the details and respond.
We confirm the customer access process and any security requirements when planning your setup.
Your business identity, contact details and agreed customer wording are considered as part of the setup.
We also discuss the information your quotes need to show, including applicable tax details, payment arrangements and your terms.
In the demonstrated workflow, acceptance records the customer’s decision. You then agree the practical arrangements with them.
Any scheduling, deposit or further confirmation steps are discussed within your project scope.
ABO Quote focuses on presenting quotes, recording responses and managing the agreed stages of your workflow.
Payment records within a job do not replace your accounting or tax records. Any required connection to another system would need to be assessed separately.
Your quote reflects the functions, branding and configuration required for your business.
Initial costs and any ongoing hosting, care and support charges are explained before work begins. You can also discuss a combined quote with other ABO services.
Tell me how you prepare quotes now, how customers respond and what you would like to organise better.
Direct contact with Marc. Scope and ongoing costs agreed upfront.