Lead2ProjectLead2Project
Quoting

Build a quote.
Send it in seconds.

Add line items, set prices, and send a professional quote to your customer — all from the job card. They get an email where they can accept or decline. You see it instantly.

How It Works

From job to quoted in minutes.

Build your line items

Add labor, materials, and services with description, quantity, and unit price. The total calculates automatically.

Send to customer

One click sends a professional branded email to your customer with the full quote breakdown and total.

They accept or decline

Customer clicks Accept or Decline directly from their email. You see the response on the job card instantly.

Quote Builder

Custom templates for
every job type.

Build pricing templates for your most common job categories — roof replacement, AC install, drain cleaning. Next time that job comes in, your line items are already there. Just adjust quantities and send.

Templates saved per job category
Add, edit, or remove line items anytime
Unit price and quantity on every item
Total calculates automatically
Reuse across similar jobs instantly
Quote builder pricing template in Lead2Project

Customer Response

Customer accepts.
You get notified.

Your customer receives a clean email with every line item laid out clearly. They click Accept or Decline — no account needed, no friction. The moment they respond the job card updates automatically so you always know where things stand.

Customer sees full line item breakdown
One click to accept or decline
No customer account required
Job card updates the moment they respond
Accepted quotes flow straight to invoicing
Quote from Peak Pro Roofing
P

Peak Pro Roofing

Your quote is ready to review

Quote for Sarah Johnson

Roof inspection & assessment

Qty 1

$250.00

Labor — detailed scope

Qty 1

$150.00

Materials & documentation

Qty 1

$50.00

Total

$450.00

AI SuggestionsPro Plan

Based on: Roof inspection — suspected leak near chimney flashing

Chimney flashing repair
$320.00
Roof inspection & report
$150.00
Sealant & materials
$85.00
Labor (3 hours)
$375.00
Pro Feature

AI suggests your line items.
You decide what to add.

On the Pro plan, AI reads the job description and suggests relevant line items for your quote. Review the suggestions, check the ones you want, and add them in one click. You stay in control — AI just saves you the setup time.

Suggestions based on the actual job description
Pick and choose what to include
Edit any item before adding
Custom quote templates also available

Everything in one quote.

All quote tools live on the job card. No separate app. No copy-pasting into email.

Line items with qty and price
Auto-calculated total
One-click email to customer
Customer accept or decline
AI line item suggestions (Pro)
Custom quote templates

Stop quoting by text message.

Set up in 2 minutes. Send your first quote today.

Start Free

No credit card on free plan · Cancel anytime