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quoting using manual processes and outdated technology can be slow ineffective and leads to costly mistakes with top builders cloud-based crm and pre-construction software you can quickly and easily produce and track accurate and professional quotes and proposals your quote is automatically populated with customer contact and job information you can copy an existing quote for similar jobs or existing customers reducing time and mistakes in the excel like worksheet estimators can select items and quantities to be included in the quote and adjust costs markup and price to streamline the quoting process and to ensure no items are omitted you can save quotes as assemblies with default quantities and pricing and as you build your quote you will get a summary of the item selected for a complete and professional proposal you can include project specifications or designs scope of work cover letter job photos inclusions exclusions and addendums in excel word or pdf formats to ensure the quote r