Send Professional Estimates, Quotes or Offers from Anywhere on any Device

Use your desktop, laptop, or mobile to create and send estimates, quotes, or offers in minutes using ZeoSuite. Provide on-the-spot quotes for your clients. Attach concept designs, contracts, or other files so your clients are always on the same page.

ZeoSuite Quotes and Estimating takes into account all aspects of the quoting process including material, overhead, labor, outsourced operations, commission calculations, and miscellaneous additional fees. Because all ZeoSuite Software modules are designed on a single database, the quote is developed based on true, expected costs, material price comparison, tooling and equipment amortization, and more. Once approved, the quote can quickly be converted into a Bill of Materials (BOM) and sales order with the click of a button.

Online Customer Feedback & Approval

Clients can view Estimates on their mobile device, or online, and then accept or reject them with comments. You can view the entire audit history including customer comments on your company internal view of the estimate.

Review and Follow Up on Estimates with Ease

Quickly find estimates that are pending approval or about to expire and send friendly reminders. Offer discounts with expiration dates to keep the sales pipeline moving. Save time by copying existing estimates and using predefined inventory lists.

You can attach Zeo-Workflow to keep all parties involved and up-to-date with each step of the process via SMS or Email.

Turn Estimates into Invoices and Project Tasks

Convert accepted quotes into Invoices and Projects or Jobs with a simple click. Reduce time spent entering data and start delivering work that your customers love. Conveniently view estimates and display or navigate to linked project invoices.