Quotes That Impress Clients and Close More Deals
Create modern, easy-to-read quotes that help customers say “yes” faster. Present clear pricing, optional upgrades, and service plans — all designed to increase trust, transparency, and conversion rates.
Send Winning Quotes with Ease
Give your business a competitive edge with professional, easy-to-understand quotes. Customize every detail, add polished branding, and send proposals that help you close jobs faster.
Customize every quote with branding and item details
Use templates to standardize pricing across your team
Present clean, branded quotes clients trust
Boost Revenue with Smart, One-Click Upsells
Effortlessly present clients with additional services and upgrades during quoting. Every optional line item is clear, easy to select, and designed to help you win bigger, more profitable jobs.
Present add-ons and upgrades directly inside the quote
Give clients flexible choices while increasing job totals
Offer upsell options like add-ons, upgrades, and warranties
Keep Clients & Teams Aligned with Instant Approvals
Help clients feel confident and informed with quick, seamless approvals. The moment they sign off, you’ll get a notification and can immediately update timelines, next steps, and communication.
Improve client confidence with fast acknowledgment
Keep your team updated in real time
Reduce miscommunication and scheduling gaps
Secure Jobs with Upfront Deposits
Give clients a seamless way to approve quotes and submit deposits the moment they’re ready. Improve cash flow, reduce no-shows, and ensure every job starts with full client commitment.
Request deposits directly within your quote approval flow
Offer fast, secure online payments for clients
Automatically record payments and remaining balance
Ready to Transform Your Business’s Financial Future?
Reports are Powered by Your Daily Operations
See more than sales. WIZniche shows finances, operations, and team performance in one 360° view.
Job Management
Track the work that fuels your reports.
Fast Invoicing
Generate the financial data you need to analyze.
Team Management
Manage the team whose performance you track.