CRM · Quotes
Online quoting software for field service companies
From catalog to signed quote, with no re-entry.
A quote redone by hand for every request, recalculated in a spreadsheet and sent as an attachment: that's wasted time and VAT errors. With Essuivi, the quote is built from your catalog, goes to the customer with an online viewing link, and its status is tracked in real time.
A quote built from your catalog, calculated for you.
Services and parts are saved once in a reusable catalog. You add the lines, quantities and prices: totals excl. VAT, VAT and incl. VAT are calculated automatically.
- Reusable catalog of services and parts
- Quantities and unit prices editable line by line
- Automatic excl. VAT, VAT and incl. VAT totals
- Numbering and validity date generated
- Customer
- Created on
- 12/08/2026
- Valid until
- 11/09/2026
- Total excl. VAT
- 1 690,00 €
- VAT 20%
- 338,00 €
- Total incl. VAT
- 2 028,00 €
Sent in one click, tracked in real time.
The quote goes to the customer by email with an online viewing link. Its status updates on the customer record: sent, followed up, awaiting signature, accepted.
- Sent by email with an online viewing link
- Quote status updated in real time
- Follow-ups scheduled while the quote is unanswered
- Quote history linked to the customer record
- Day 0Quote sentSent
- Day 3Automatic follow-up emailSent
- Day 7Second follow-upScheduled
The sequence stops on signature.
The signed quote goes straight to the schedule.
Once signed, the quote creates the job with its services and parts. Nothing is re-entered between sales and the field team.
- Quote automatically accepted on signature
- Job created from the quote lines
- Parts and services carried over with no re-entry
- Date
- 20/08/2026
- Time
- 09:42
- Channel
- Signed on mobile
What people ask us about this.
Yes. A discount can be applied to a line or to the quote total; amounts excl. VAT, VAT and incl. VAT are recalculated automatically.
Yes. From the viewing link, the customer signs electronically on mobile or desktop. The signature is timestamped and the quote switches to accepted.
Yes. The signed quote creates the job in the schedule with its services and parts, with no re-entry.
Yes. Each line has its own VAT rate; the quote shows the breakdown by rate and the total incl. VAT.
Unanswered quotes are followed up automatically by email at the pace you set. The sequence stops as soon as the quote is signed.
This module in the Essuivi cycle.
Your quotes, from catalog to signature.
See how an Essuivi quote is built, sent and turned into a job.