Software
Create, send, follow up and win quotes, with price lists, online acceptance and a straight line from quote to job to invoice.
Superstack builds quote management software NZ trades, service and project businesses use to win more of the work they price. Quotes come from your price list, go out as a link, chase themselves until the customer answers, and turn into a job and a accounting invoice the moment someone accepts. Nobody retypes a line item.
quoting from the last Word file
quote management software that chases the work
We build a custom quoting system around how your business prices work: your items, your margins, your terms, your follow-up rhythm and the job and invoice that come next. Each module below is one step in that line, from enquiry to deposit.
01 of 8
Staff build a quote by picking items from your list, not by editing last month's file. Templates set the layout, terms and cover note, so a bathroom renovation quote and a maintenance quote look different without anyone formatting them. The estimator reorders lines and previews the customer's view before sending.
02 of 8
Your price list holds materials, labour rates and standard items with cost and sell side by side, so every quote shows its margin before it goes out. Update a supplier price once and every new quote uses it. A quote under the minimum margin for its category waits for a manager.
03 of 8
When a client asks for the deck without the balustrade, staff issue version two and the system keeps version one, so nobody argues later about what was quoted. A quote can also present options side by side, such as good, better and best, and the customer picks one when they accept.
04 of 8
The customer opens the quote as a link on their phone, reads it, picks an option and signs with a finger. Online quote acceptance records the time, the name and the version accepted, and emails both sides a signed PDF. No printing, no scanning and no 'go ahead' reply buried in a thread.
05 of 8
Follow-ups run on a schedule you set. An unopened quote gets a nudge after a few days, an opened but unanswered one gets a different message, and a quote about to expire gets a last call. Messages go under the salesperson's name, and the sequence stops the moment the customer accepts or declines.
06 of 8
Quote tracking software should tell you what happens after send. The dashboard shows quotes sent, opened, accepted and lost by month, salesperson and type of work, with the average margin on what you won. An owner sees that small maintenance quotes convert well and large renovations stall at the second follow-up.
07 of 8
Quote to job software NZ trades ask for does one thing well. An accepted quote becomes a job with the same line items, customer details and site address filled in, and the deposit invoice goes out at the same time. The final invoice pulls from the job, including approved variations, so nothing gets keyed twice.
08 of 8
Customers, items and invoices stay in step with your accounting software. A new customer appears in your accounting software when the first invoice is raised, deposit and final invoices land as drafts or approved invoices, and payment status flows back so the salesperson sees who has paid. Your accountant works in your accounting software as usual.
The enquiry comes in and the salesperson books the site visit. On site, they build the quote from the price list on a tablet and send it as a link before leaving the driveway. The follow-ups run on their own on the days you set. The customer accepts online that evening. The system creates the job, raises the deposit invoice in your accounting software and notifies the scheduler. People priced and talked. Software did the rest.
Your accounting software receives customers and invoices and returns payment status. Stripe takes the deposit by card from the acceptance page. Twilio sends SMS follow-ups. Google Workspace and Microsoft 365 handle email and site visit calendars. Your CRM feeds the enquiry in, and your job management system picks the job up on acceptance.
Any system with an API connects. Click a logo to visit them.
Xero
MYOB
Stripe
Google Workspace
Microsoft 365
Twilio
Shopify
HubSpotAI is optional. The quoting system wins work without it, and we add it only where it shortens the path from site visit to sent quote. See how we use AI and business process automation.
Site notes and photos become a first draft with suggested line items, which the salesperson checks and prices.
A prompt showing what you charged for comparable work and whether it made margin.
A draft nudge that sounds like your business, ready for the salesperson to send or edit.
Estimators, sales staff and managers build and send quotes in the web app, maintain the price list, set follow-up schedules and read the conversion reports. A quote below the minimum margin waits for a manager.
Quoting software for trades has to work on site. The mobile app builds a quote from the price list on a phone, attaches photos and sends the link from the driveway. It also shows which quotes are still open.
Customers open the quote link to read it, compare options, accept, sign and pay a deposit, then see job status and invoices. All three run on one database, so the quote the customer signed is the job the crew sees.
Priced from labour and materials on site, with variations as new versions.
Cleaning and facilitiesRecurring contract quotes with per-site pricing and frequency options.
LandscapingDesign and build quotes with staged options and a deposit on acceptance.
Signage and manufacturingQuotes built from materials, machine time and finishing, with artwork attached.
Professional servicesFixed-fee proposals with scope options, accepted and signed online.
IT servicesHardware and support quotes from a supplier price list with margin visible.
Quickest start
We customise an existing Superstack quoting module with your price list, templates and follow-up schedule. It suits businesses whose quotes are mostly line items and labour.
Most common
We combine quoting with a CRM, job management and a customer portal in one platform. Most quoting projects land here, because the value is the straight line from quote to job to invoice.
Fully bespoke
A fully bespoke quoting system for complex pricing: configured products, multi-stage projects, tender responses or rules that no standard quoting tool handles.
Your accounting software quotes suit a simple list of lines. They do not hold a price list with margins, offer options, chase the customer on a schedule, capture a signature or turn into a scheduled job. Our quoting system does all of that and still invoices through your accounting software. If your quotes are short and rarely chased, stay with your accounting software. If winning quotes is how the business grows, this is the better tool.
Yes. The quote goes out as a link. The customer reads it on any device, picks an option, types their name and signs on the screen. The system stamps the acceptance with the date, time and quote version, emails a signed PDF to both sides and marks the quote won. You can require a card deposit through Stripe at the same step.
Yes. The price list is yours to edit: materials, labour rates, standard items and bundles, each with a cost and a sell price. Change a rate once and every new quote uses it, while old quotes keep the price they were sent with. Every quote shows its margin as it is built, and a floor per category means a quote under it waits for a manager.
Yes. A quote can carry several options side by side, such as a basic, standard and premium version of the same job, or optional extras the customer ticks on or off. When they accept, the option they picked becomes the job and the invoice, and the others stay on the quote record. Landscapers and sign makers use this to show trade-offs without three separate quotes.
You set the schedule once. The system watches each sent quote and sends the next message on the day you chose, by email or SMS, under the salesperson's name. Every send and open is logged on the quote. The moment the customer accepts, declines or replies, the sequence stops and the salesperson gets a task to call instead.
Yes. Because every quote is built from the price list with cost and sell, margin is known when it is sent and again when the job closes. Reports show conversion by salesperson, quote type, size and month, and where quotes are lost. Comparing quoted margin with actual margin shows which types of work you price too low.
Built around the way you work.
Your business shouldn't have to fit someone else's software. Tell us how your business works. We'll show you what Superstack can build around it.
Send us your last five quotes. We'll show you them built from a price list and followed up automatically.
We use cookies to see which pages help people. Nothing runs until you say yes. Read the privacy policy.