Sales Quoting
Create fast, accurate quotes that win more jobs. Use AI-templates, saved items, auto-taxes, and smart follow-ups.
Create AI-powered quotes instantly
Create quote templates and specific instructions that Essential's AI will follow to create quotes 10x faster. Create your own pricing logic, discounts, surcharges, and more.
Essential also handles complex sales tax rules automatically, ensuring accuracy without manual calculation.
No more inconsistent quoting. Essential applies your rules the same way every time.
Simplify quote approvals
Digital quotes make it easy for your team and your customers to stay aligned. Your customers get a clean, easy-to-approve quote that they can review and accept on any device.
Automate and track follow-ups
Stop chasing customers manually. Essential automatically sends email reminders for unsigned quotes, ensuring they don’t get forgotten or buried.
Every follow-up is logged and timestamped, giving you total visibility. If a quote still hasn’t been signed after multiple follow-up attempts, Essential creates a task reminder so your team knows exactly when to take additional action.
Fully customize your quotes
Make your quotes feel like your company's brand. Essential lets you customize every aspect of the quote template so that every quote you send looks polished and professional.
