Sales Estimate Templates
Build Sales Components, Assemblies & Groupings with Flexible Pricing
Create reusable sales templates that support components, assemblies, and item groupings. Enable base and option pricing models for fast, accurate estimates tailored to each customer’s needs.
Manual Estimates Slow Down Sales & Cause Errors?
Building estimates from scratch is time-consuming and error-prone. Without structured templates, sales teams struggle to manage complex assemblies, options, and pricing models, leading to inconsistent quotes and lost opportunities.
No Standardization:Sales teams manually build estimates, risking mistakes and inconsistencies
Complex Assemblies:Difficult to manage grouped items and assemblies without templates
Option Pricing Confusion:Hard to offer base and optional pricing without a clear structure
Slow Quote Turnaround:Manual processes delay responses and frustrate customers
Component & Assembly Templates
Define reusable components, assemblies, and item groupings for your sales estimates. Quickly build complex quotes by selecting pre-configured templates.
Reusable Components:Create and manage individual sales items for fast estimate building
Assembly Groupings:Bundle items into assemblies for streamlined quoting
Template Library:Access a library of templates for common sales scenarios
Consistent Structure:Ensure every estimate follows best practices and company standards
Base & Option Pricing Models
Support both base pricing and optional add-ons in your templates. Easily present customers with choices and upsell opportunities, all while maintaining pricing accuracy.
Base Pricing:Set default prices for core components and assemblies
Option Pricing:Add optional items with separate pricing for customization
Dynamic Estimates:Adjust pricing based on selected options and configurations
Upsell Opportunities:Present add-ons and upgrades directly in the estimate
Fast, Accurate Estimate Creation
Sales teams build estimates in minutes using structured templates, reducing errors and improving customer satisfaction.
Quick Template Selection:Start with a template and customize as needed
Automatic Pricing Application:Base and option prices applied instantly to estimates
Error Reduction:Minimize mistakes with standardized templates
Professional Presentation:Deliver polished, detailed estimates to customers
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize new leads to grow your business pipeline. Effortlessly capture leads from multiple sources including web forms, phone calls, and referrals. Organize and prioritize leads to ensure your sales team focuses on the most promising opportunities. Integrate with marketing campaigns to maximize conversion rates and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction with your leads, assign follow-ups, and automate reminders. Use custom tags and statuses to segment leads and tailor your approach. Collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach and follow-ups to save time and boost conversions. Set up automated email campaigns, schedule follow-ups, and personalize communication at scale. Track engagement metrics to refine your messaging and improve results. Free up your team’s time while maintaining a consistent brand presence.
Product Library
Store and manage your products and services for quick access. Maintain a centralized catalog of all your products and services, complete with pricing, descriptions, and images. Quickly add items to estimates and invoices, ensuring accuracy and saving time. Easily update details as your offerings evolve.
Sales Templates
Create reusable templates for estimates, proposals, and more. Build professional templates for estimates, proposals, contracts, and other sales documents. Customize templates to match your branding and streamline your workflow. Reuse templates to ensure consistency and reduce manual entry.
Estimate Creation
Build accurate estimates quickly and send them to clients with ease. Generate detailed estimates using your product library and pricing rules. Share estimates with clients via email or direct link, and track their status in real time. Make revisions easily and convert accepted estimates into projects or invoices.
Invoices & Payments
Generate invoices and accept payments directly from your dashboard. Create professional invoices in seconds and send them to clients with integrated payment options. Track payment status, send reminders, and reconcile transactions automatically. Simplify your billing process and improve cash flow.
Change Orders
Easily manage and track change orders throughout your projects. Create, send, and approve change orders with clients, ensuring all modifications are documented and agreed upon. Update project scope, pricing, and timelines seamlessly, keeping everyone informed and projects on track.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
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