Product
The whole job, end to end.
Everything below is in the product today. Nothing is "coming soon" or behind a feature flag. If we describe it, you can use it from day one of your trial.
01 · AI Quote Builder
Build a complete quote in 60 seconds.
Talk through the scope or type a sentence. The AI Quote Builder drafts a customer-facing summary, an itemized materials list, and an estimated labor figure — all priced from your own price book where it matches, and estimated where it doesn't.
Edit anything. Save it as a template for repeat work. Or start from one of the templates you've already built.
- Voice or text scope input — tap the mic or just type
- Three quote modes: AI-built, vendor-provided with markup, or template-based
- Optional Good / Better / Best tier comparison to upsell on the spot
- AI tone presets when emailing the client (Friendly / Professional / Direct)
02 · Public quote view
A quote your client actually wants to read.
Every quote ships with a public link the customer opens on their phone. Editorial typography, your logo and tagline, your trust badges, and a one-tap Accept & Sign that optionally collects the deposit through Stripe.
No PDF download, no “please print and sign” — they tap, they're done.
- Custom branding: logo, tagline, why-choose-us pitch, trust badges
- Side-by-side tier comparison cards when you offer options
- Typed-name signature with audit trail (timestamp + IP)
- Built-in deposit collection via Stripe — required, offered, or off
03 · Jobs & scheduling
Acceptance becomes a job. Automatically.
The moment a client accepts a quote, QuoteForges spawns the job for you — with the scope, the line items, and the client info already attached. No re-typing, no copy/paste from the quote into the job tracker.
Schedule the work, attach photos as you go, and link invoices straight back to the originating quote so everyone has the same source of truth.
- Auto-create from accepted quotes — manual override still available
- One unified scope across quote → job → invoice
- Schedule view shows all jobs across the team
- Convert any job to an invoice with a single click
04 · Payments
Money in your bank, not in our pocket.
QuoteForges runs on Stripe Connect. You connect your own Stripe account during onboarding (about five minutes), and every dollar a customer pays — deposit on a quote, balance on an invoice — flows directly to your bank, minus Stripe’s standard processing fees.
We don’t take a cut of any transaction. Our revenue is the SaaS subscription. Full stop.
- Stripe Connect onboarding — KYC, bank linking, identity verification handled by Stripe
- Card or ACH accepted (ACH is cheaper for the client)
- Deposit collection on quote acceptance — required, offered, or off
- Invoice payments through the same flow once a job is done
05 · Subcontractor portal — $15/mo add-on
Stop being a human spreadsheet for your subs.
On any job, invite electricians, plumbers, framers — every sub on the project — to submit their bid through a tokenized portal link. No account, no app to download. They click, fill in their line items, attach a PDF if they want, hit submit.
You see every bid land on the job, side by side. Accept the ones you want, decline the rest, and click “Compile to client quote” to roll the accepted numbers into one clean quote with your markup applied on top.
- Stand up a job in 'Bidding' status before a client quote exists
- Magic-link invites — no sub accounts, no logins, no chasing
- Track every sub by status: invited / viewed / submitted / accepted
- One-click compile from accepted bids into a client-facing quote
- Sub portal is a $15/mo add-on on top of any plan — toggle anytime
06 · Built-in trust
Look like the contractor your customer wishes they hired.
Branding lives in your settings, not in every quote you build. License number, insurance info, “Why choose us” pitch, certification badges, featured project photo — set them once and they appear on every public quote.
The customer-facing pages look like they came from a design studio, not a one-person shop with a Word template.
- Logo + tagline + featured project photo on every quote
- License and insurance info shown automatically when filled in
- Trust badge chips (BBB, OSHA, Bonded, etc.) on the public view
- Brand-matching email body with AI-rewrite tone presets
See it on your own jobs.
14 days, no credit card. Test it on a real quote and decide from there.