Quotes And Estimates

Quote Software For Faster Proposal Work

Create quotes, keep approvals moving, and move from proposal to billing with less manual handoff.

See how teams manage client records and receivables with NewLedger.

Quote Flow

Template to approval

Status

Active

Amount

$30,250.00

Create Detailed Quotes From Reusable Templates

Use reusable quote structures, prefilled terms, and pricing rules so teams can send proposals faster and with fewer errors.

Turn approved quotes into downstream billing work without rebuilding the document from scratch.

Keep quotes aligned with your business identity while adapting sections, fields, or terms where the workflow needs it.

Handle customer questions and internal revisions inside the quote workflow so approvals move with more clarity.

Add spec sheets, supporting files, or documents that help the quote stand on its own without separate follow-up.

Optimize pricing strategies with drill-down insights:

Full audit trails with edit history and stakeholder comments for transparency

Export as PDF, CSV, or auto-send to client portals for easy sharing

Quote scoring & approval routing for optimized workflows

NewLedger For Every Team

See how NewLedger helps teams move from proposal to approval and billing with less friction.

Business Teams

Adopt invoicing, bookkeeping, reporting, and finance workflows for your own team without a long implementation cycle.

For businesses evaluating software adoption

Platform Teams

Explore how SaaS, fintech, and business software teams can bring accounting into their own product with NewLedger.

For neo-banks, accounting firms, and fintechs evaluating APIs, controls, and deployment

API-First Delivery

Audit-Ready Controls

Sandbox And Guided Rollout