projectquoting.com

Quoting, invoicing & lead generation for lawn care and more

About projectquoting.com

The ProjectQuoting.com platform provides organizations with quoting tools especially designed to serve the lawn and landscape, fencing, irrigation and roofing, and other related industries. Users can measure properties remotely, generate quotes from a list of services and prices, and deliver them to customer's inboxes directly from the platform. Additional features include lead generation, automated customer reminders, scheduling, routing, customer management, and more.

The satellite measuring tool allows users to measure properties for area, perimeter or length, and parlay those measurements into quotes with automatic calculations based on measurements. Pricing features allow users to create unlimited services, surcharges and add-ons with both flat rate and tiered pricing, as well as offer prepay discounts and incentives for early purchase. Organizations can place the ProjectQuoting.com lead form on their website for lead generation, as well as a self-service customer quoting widget to allow customers to measure their own properties and get real-time quotes for services.

Users can quickly create complex quotes using stored customer data and real-time calculations and measurements, and schedule them to be sent to customers at specific times. Quotes can also be edited with real-time updates for the customer. Businesses can offer surcharges, up-sells, discounts and custom checkout options. Scheduling tools allow users to build out a schedule and link events with quotes, as well as view upcoming daily, weekly or monthly schedules at a glance.

ProjectQuoting.com automatically calculates the most optimized route between selected quotes, and sends navigational instructions directly via email or to a smartphone. Built-in CRM (customer relationship management) features allow users to manage customers, view and edit customer information, and keep track of customer activity with a full history of transactions and updates.

Key benefits of projectquoting.com

  • ProjectQuoting.com helps generate quotes for services and pricing, and sends them directly to customer's inboxes.

  • Use satellite images to remote measure properties for either area or perimeter.

  • ProjectQuoting.com helps calculate the most optimized route between all selected quotes.

  • Keep all customers in one place and track their activity and quoting history.

  • Automate reminder emails to customers and schedule bulk quotes to be sent out to a customer list at a specified time.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    The dashboard gives users a quick pulse on their business
    View and manage all quotes in one place
    Review all customer response and quote details
    Review and track all quote details on the quote summary screen
    Search and measure properties by area or perimeter
    Customer quote review and checkout experience
    Export virtually all data to Excel
    Create and edit events and add them to the calendar
    Collect electronic signatures
    View and push routing data to an email or smartphone
    Select waypoints to create a route
    Customer quote review and checkout experience
    Schedule automated quotes to be sent out to a pre-defined customer lists
    Edit and store customer information and keep track of important metrics and customer events
    Add a lead generation form to websites and collect leads
    Review all lead information and import them into a new quote
    ProjectQuoting helps keep track of all leads and notifies users as soon as there is a new one
    View 21 more
    projectquoting.com video
    projectquoting.com screenshot: The dashboard gives users a quick pulse on their business projectquoting.com screenshot: View and manage all quotes in one place projectquoting.com screenshot: Review all customer response and quote details projectquoting.com screenshot: Review and track all quote details on the quote summary screen projectquoting.com screenshot: Search and measure properties by area or perimeter projectquoting.com screenshot: Customer quote review and checkout experience projectquoting.com screenshot: Export virtually all data to Excel projectquoting.com screenshot: Create and edit events and add them to the calendar projectquoting.com screenshot: Collect electronic signatures projectquoting.com screenshot: View and push routing data to an email or smartphone projectquoting.com screenshot: Select waypoints to create a route projectquoting.com screenshot: Customer quote review and checkout experience projectquoting.com screenshot: Schedule automated quotes to be sent out to a pre-defined customer lists projectquoting.com screenshot: Edit and store customer information and keep track of important metrics and customer events projectquoting.com screenshot: Add a lead generation form to websites and collect leads projectquoting.com screenshot: Review all lead information and import them into a new quote projectquoting.com screenshot: ProjectQuoting helps keep track of all leads and notifies users as soon as there is a new one projectquoting.com screenshot: projectquoting.com screenshot: projectquoting.com screenshot:

    Features

    Total features of projectquoting.com: 43

    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Scheduling
    • Automated Quoting
    • Automated Scheduling
    • Billing & Invoicing
    • Billing Rate Management
    • Calendar Management
    • Client Portal
    • Contact Management
    • Contract/License Management
    • Customer Database
    • Customer History
    • Customer Management
    • Customizable Branding
    • Data Import/Export
    • Discount Management
    • Dispatch Management
    • Electronic Payments
    • Email Invitations & Reminders
    • Email Tracking
    • Employee Management
    • Interaction Tracking
    • Invoice Management
    • Invoice Processing
    • Job Management
    • Job Scheduling
    • Lead Generation
    • Lead Management
    • Mobile Access
    • Pricing Management
    • Product Configurator
    • QuickBooks Integration
    • Quotes/Estimates
    • Real Time Data
    • Reporting & Statistics
    • Routing
    • Scheduling
    • Task Scheduling
    • Third Party Integrations
    • Transaction History
    • Work Order Management

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    Reviews

    Overall rating

    4,9 /5
    (8)
    Value for Money
    5/5
    Features
    5/5
    Ease of Use
    4,5/5
    Customer Support
    5/5

    Already have projectquoting.com?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 8
    Tawni J.
    Overall rating
    • Industry: Design
    • Company size: 2-10 Employees
    • Used Monthly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Customer Service

    Reviewed on 2019/09/20

    We are working to save time and add automation.

    We are working to save time and add automation.

    Pros

    Software is easy to set up and well designed.

    Cons

    Customer Management section can be overwhelming upon first use.

    Rob L.
    Overall rating
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Had an issue with adding a service to my business for quotes. Rep called me and followed up...

    Reviewed on 2018/02/24

    Pros

    The convenience and ability to structure your business quotes, remain competitive within your area, tracking your quotes and ability to offer online self quoting to potential customers

    Cons

    The need to insert zip codes for every service instead of setting up zip codes within your account, then importing to the services. I suggested this to rep and he said he would be implementing that change.

    Stephen L.
    Overall rating
    • Industry: Consumer Services
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Awesome Software Product

    Reviewed on 2017/11/19

    Quicker quotes, easy lead tracking, etc.

    Quicker quotes, easy lead tracking, etc.

    Pros

    Clients can get quotes online, you can track leads and opportunities, and the customer service is phenomenal.

    Cons

    It's a little slow sometimes if you're using it heavily, and there are some minor customization limitations, but Customer Service has taken care of everything immediately each and every time I reach out.

    Gary Q.
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    great customer service and lead generating machine

    Reviewed on 2018/02/03

    i get tons of leads everyday thanks to Project Quoting. it saves us time and has paid for itself...

    i get tons of leads everyday thanks to Project Quoting. it saves us time and has paid for itself many times over. Try it

    Pros

    its easy to setup, templates are available to help get set up quicker! the owner wants to help you! i suggested a few things to him before the end of the day he had it fixed and added the feature i suggested

    Cons

    honestly none. when i used the free trial i noticed that a glitch was not allowing the transfer of square footage in the widget. i emailed to support and he fixed it right away. cant recommend project quoting enough!

    Dave W.
    Overall rating
    • Industry: Renewables & Environment
    • Company size: 2-10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Quoting software met expectations

    Reviewed on 2019/03/02

    I liked the quick response of the owner when I had an issue and the fact that he implemented some...

    I liked the quick response of the owner when I had an issue and the fact that he implemented some changes I suggested to make the app better.

    Pros

    The ability to send multiple quotes at once

    Cons

    Not being able to customize or add a logo to the instant quote widget page

    Showing 5 reviews of 8 Read all reviews

    projectquoting.com FAQs

    Below are some frequently asked questions for projectquoting.com.

    projectquoting.com offers the following pricing plans:

    • Starting from: US$39,99/month
    • Pricing model: Subscription
    • Free Trial: Available

    $39.99 a month with 14 day FREE trial.

    We do not have any information about projectquoting.com features

    projectquoting.com has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    projectquoting.com supports the following languages:

    English

    projectquoting.com supports the following devices:

    projectquoting.com integrates with the following applications:

    ActiveCampaign, Microsoft Excel, PayPal, Quickbooks Online, Stripe

    projectquoting.com offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

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