4.9+ stars

Sales Quoting

Create fast, accurate quotes that win more jobs. Use AI-templates, saved items, auto-taxes, and smart follow-ups.

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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.

Person using a laptop displaying a scheduling application with a map and a list of locations in the San Francisco Bay Area.
Person using a laptop displaying a scheduling application with a map and a list of locations in the San Francisco Bay Area.

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.

Person using a laptop displaying a scheduling application with a map and a list of locations in the San Francisco Bay Area.
Person using a laptop displaying a scheduling application with a map and a list of locations in the San Francisco Bay Area.

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.

Person using a laptop displaying a scheduling application with a map and a list of locations in the San Francisco Bay Area.

FAQs

Got questions? We've got answers.

How does Essential use AI to help fire protection companies create quotes faster?

Essential's AI-powered quoting engine uses your customizable templates and pricing instructions to generate accurate quotes up to 10x faster than manual methods. You set the rules — pricing logic, discounts, surcharges — and the system builds professional quotes consistently, so your team spends less time on paperwork and more time winning jobs.

Can Essential automatically handle sales tax on fire protection service quotes?

Yes. Essential automatically calculates sales tax based on your configured rules, removing the guesswork and manual lookups that slow down quoting. This is especially valuable for fire protection companies servicing multiple jurisdictions where tax rates and exemptions vary.

How do customers review and approve quotes sent through Essential?

Essential delivers quotes in a clean, device-friendly digital format that customers can review and sign from any phone, tablet, or computer. There's no need for printing, scanning, or emailing PDFs back and forth — customers simply review the details and approve with a digital signature.

What happens if a customer doesn't respond to a quote sent through Essential?

Essential automatically sends email reminders for unsigned quotes, so you don't have to manually chase follow-ups. Every outreach attempt is logged and timestamped, and the system creates task reminders for quotes that need additional attention — ensuring no opportunity quietly dies in someone's inbox.

Can I customize how my quotes look and what pricing rules they follow?

Absolutely. Essential gives you full control over your quote templates — including branding, layout, pricing logic, discounts, and surcharges. This means every quote that goes out reflects your company's professionalism and follows your exact pricing structure, whether it's created by a senior salesperson or a newer team member.