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What is TradeQuote?

TradeQuote is a comprehensive online platform designed for contractors and tradespeople, allowing them to easily create and manage PDF quotes and invoices. Users can handle deposits, customize templates specific to their trade, store client details, add logos to their documents, and track their document history. The system also supports document sharing through email and offers integration with Google Calendar, or the option to export jobs as .ics files. For those working in Québec, the platform provides specialized GST and QST calculations, along with the ability to include an RBQ licence number on invoices and quotes, while also being adaptable to tax requirements in other areas. A free plan is available that enables users to generate up to five documents each month with a watermark, while the Pro version adds features like accounting exports to QuickBooks and Excel. Importantly, TradeQuote is fully accessible through a web browser, requiring no account setup, and is offered in both English and French. This adaptability and ease of use make TradeQuote an essential resource for professionals aiming to enhance their administrative efficiency while focusing on their core work activities.

What is PhoneToQuote?

PhoneToQuote is an innovative quoting tool designed specifically for individual painters and small painting enterprises. Users can input the details of their painting projects by either speaking or typing on their mobile devices, enabling the application to generate a structured quote based on the contractor's set pricing. Contractors can review and adjust every aspect of the quote, utilize the Quote Replay feature to hear the total, and then send a personalized link to the client. Clients have the option to approve the quote or request adjustments without needing to install any software. This efficient process is crafted to streamline the creation and delivery of painting estimates directly from a mobile device, particularly following discussions regarding the project with the client. By leveraging the contractor's established pricing, the quotes produced accurately reflect those figures instead of relying on standard pricing models. Contractors have the ability to examine and customize the line items to better align with the specific job requirements, ensuring clarity and understanding between both parties. This adaptability not only fosters effective communication but also significantly enhances the overall experience for customers involved in the quoting process.

Media

No images available

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

CA$19/month
Free Version

Pricing Information

$9/month
A 7-day trial includes up to 3 quotes and requires a payment card. The plan is $9/month for up to 50 new quotes per billing month. The first $9 charge is due on day 7 unless you cancel, with a reminder email 3 days beforehand. Cancel anytime from Billing.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Faitle

Company Website

tradequote.faitle.net/en

Company Facts

Organization Name

PhoneToQuote

Company Website

phonetoquote.com

Categories and Features

Categories and Features

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