https://www.grayline-erp.com/ })

Quote Jobs Fast. Win More of Them.

Build professional estimates in minutes, track your pipeline from lead to closed, and know your win rate down to the decimal: all from one screen.

Live App Preview
app.graylineerp.com / Quotes
Quoting
5 quotes in pipeline
Won Value
$60,000
2 won
Sent / Pending
$0.00
0 awaiting
In Draft
1
Not yet sent
Pipeline Value
$142,500
5 quotes total
Win Rate
100%
2 of 2 closed
Avg Deal Size
$28,500
Win Rate
100%
Avg Time to Close
117 days
Total Pipeline
$142,500
Quote #Job NameClientTotalStatusActions
Q-demo-0178Swiftsure Race Event PackageSwiftsure Yachting$14,000ExpiredView →
Q-demo-0182BC Transit Q2 FleetBC Transit$50,000WonView →
100%
Win rate in demo account: all quotes sent were won
$28.5k
Average deal size across active quotes
$142k
Pipeline value visible at a glance
5
Status filters: Draft, Sent, Won, Lost, Expired
What you get

Win more jobs with quotes that look like you mean business

From first estimate to signed contract: Grayline handles the whole quoting process so you spend less time building documents and more time on jobs.

Professional Quote Builder
Build itemized quotes with labor, materials, and markup: all calculated automatically. Clients receive a branded PDF that looks like it cost you $500 to design.
Pipeline Analytics
Win rate, average deal size, time-to-close, pipeline value: all calculated live. Know exactly how your sales process performs without building a single dashboard.
Status Tracking
Every quote has a clear status: Draft, Sent, Won, Lost, or Expired. Filter by time range: today, this week, this month, last 30 days: to track what's moving.
Automatic Job Conversion
When a quote is marked Won, it converts to a Project automatically. All the scope, client info, and pricing carry over: no double entry.
Email Delivery with Tracking
Send quotes directly from Grayline. You'll know when a client opens the PDF, which removes the "I never got it" excuse from the sales conversation.
Templates for Common Jobs
Save your most common job types as quote templates. New estimate in under 2 minutes: fill in client name, adjust scope, send.
Pipeline View

See every open quote at once: and act on it

Your quoting pipeline shows Won value, Sent quotes, Drafts in progress, and Lost bids on a single screen. Filter by date range or status to find exactly what you need in 3 seconds.

  • Won, Pending, Draft, Lost, Expired: one dashboard
  • Filter by today, this week, this month, last 30 days
  • Export quote list as CSV for your accountant
  • Analytics button opens full win/loss breakdown
Quote Analytics
Win Rate100%
Avg Deal Size$28,500
Avg Time to Close117 days
Total Won Value$60,000
Pipeline Value$142,500

"I used to send PDF quotes by email and then wonder why clients ghosted me. With Grayline I can see when they opened the quote, follow up at the right time, and the win rate jumped 30% in the first quarter we used it."

Tony Reeves Owner, Reeves Roofing (14 crews)

Ready to Win More Jobs?

Book a demo and we'll walk through the quoting workflow with your trade type and typical job sizes.