Sales & Quotations
Your win rate is a function of how fast you quote and how easy it is to say yes. Simplify gives your sales team branded templates, e-signatures, and one-click conversion to jobs.
Everything you need — in one module.
Branded quote templates
Professional PDF quotes with your logo, terms, and pricing — generated in seconds from a template.
E-signatures
Customer signs on their phone, legally binding, no print-sign-scan-email dance.
Approval + stage tracking
Internal approval workflows. Visibility of viewed/approved/rejected. Follow-ups auto-triggered.
Quote → Job in one click
On approval, create the job with all line items, team, and schedule pre-populated.
Pricing rules
Property size, severity, travel fee, discounts — apply consistent rules across your team.
Auto follow-ups
'Still considering?' emails after 3 / 7 / 14 days. Only stop when approved or rejected.
What hurts today.
Leads go cold because quoting takes too long and chasing approvals is manual. Win rate drops quietly.
How Simplify fixes it.
Template quotes + e-signatures + automatic follow-ups. Quote in minutes, approved on a phone, converted to a scheduled job in one click.