Quoting

Quotes that price for profit — and close

Build detailed quotes with five pricing modes, per-line markup, and a branded customer portal. Your customer signs online — Capoflow keeps the snapshot of exactly what they approved.

Five Pricing Modes

Unit price, lump sum, allowance, owner-paid, or excluded. Each line carries its pricing behavior into the customer view, the PDF, and the totals — so your quote matches how the job actually gets billed.

AI Quote Wizard

Describe the job. Capo AI drafts a complete quote with line items priced from your catalog and past work. Review, adjust, and send — in minutes instead of hours.

Branded Portal, Multi-Channel Send

Customers open a magic link — no password, no app — and see your logo, your terms, and your signature block. Send via email, SMS, or both. BCC your team and add extra phone recipients on the same send.

Online Signature & Acceptance

Customers sign from any device — canvas pad built in, with hardware signature pad support (Topaz, SigWeb) for in-person acceptance. Printed name, terms agreement, timestamp, and IP address are captured on every accept.

Snapshot Acceptance

Customers accept the version they reviewed — even after you edit. Capoflow preserves the exact snapshot they signed, and portal links always resolve to the latest revision in the chain.

Revision Chains

Need changes after send? Create a revision linked to the original. Capoflow tracks the full chain and marks superseded quotes automatically, so you always know which version is live.

How it works

From draft to signed — on one screen

Create, price, send, and accept without leaving Capoflow. Every quote lives inside the customer and work item it belongs to, with internal notes your customer never sees.

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Pricing modes per line

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Delivery channels — email & SMS

Snapshot-safe

Customers accept what they reviewed

Per-line margin

Cost and markup on any line

Pricing for profit

Know your margin before you hit send

Enter cost and markup on any line. Capoflow calculates the sell price and shows your margin alongside it — so you never send a quote that eats into profit. Available on Professional.

Core capabilities

Everything a quote needs. Nothing it doesn't.

Fast to build, sharp to look at, and flexible enough for the way real quotes get priced, sent, and accepted.

From a sentence to a quote

Describe the job in plain English and Capo drafts a priced quote against your catalog — units, margin, and all. Review before it sends.

Ready to review, not rewrite

The wizard returns a full line-itemized quote drafted from your catalog — units, margin, and bundled recurring work already in place. You review, not rebuild.

Pipeline and win-rate

Track quotes through draft, sent, accepted, rejected, lost, and superseded. See win rate, average time-to-close, and where deals stall.

Resend with content updates

Edit a sent quote, resend, and the portal shows the new version — with a flag so your customer sees that something changed since the last send.