Capture the project
Organize the customer visit around projects, openings, measurements, notes, and field pictures.
EliteQuote
Live, Accurate Quotes in Minutes
Empowering in-home sales consultants with cutting-edge software technology.
Features
Everything your team needs to quote, close, and follow up from the home.
EliteQuote connects project structure, openings, pictures, contracts, payments, and customer communication around the in-home quoting process.
Build the quote
Turn product selections and installation details into a clear number while the consultant is still in the home.
Leave with clarity
Give the homeowner a quote that is easier to understand and easier for your team to follow up on.
Product scope
Purpose-built for the full path from opportunity to deposit.
Sales consultants can quote accurately in the home, managers can track opportunities and projects, and customers can move from proposal to contract and deposit without extra handoffs.
Features
Complete workflow Quote Builder
Project Structure + Opening Management
Cloud Based Picture Storage
CRM + Opportunity Tracking
Contract Generation + E-Signature
Payments + Deposit Collection
Customer Communication + Status Updates
Pricing
Start with a free trial, then choose the plan that fits your team.
EliteQuote is built as SaaS for window and door sales teams. Try the quoting workflow in the field, then scale by team size and the workflows your business uses every day.
Free trial
For window and door teams ready to quote, sell, and collect deposits in the home.
See EliteQuote
Give your in-home sales team a faster way to quote and close.
Start a free trial and bring quote generation, project structure, contract generation, payments, and customer communication into one sales workflow.