Transform Operational Efficiency with Intelligent Estimating Software

Speed up your sales process with Saleoid’s estimating software that creates accurate estimates instantly. With smart automation, your team can send quotes faster, respond to leads quickly, and stay ahead of competitors without manual back-and-forth.

Estimating Software

How Saleoid’s Estimating Software Speeds Up Sales and Payments

Saleoid is more than basic project estimating software. It connects quotes, payments, invoicing, and projects in one system, so you can move from estimate to revenue without manual steps.

Instant Estimate Creation with Templates
Instant Estimate Creation with Templates

Create professional quotes in seconds using saved templates. Avoid repetitive data entry for frequently sold services.

AI Chatbot That Generates Quotes
AI Chatbot That Generates Quotes

Let the AI chatbot suggest services and build estimates automatically. Turn website conversations into ready-to-send quotes.

Online Approval and Secure Payments
Online Approval and Secure Payments

Clients can approve estimates and pay full or partial amounts directly. No printing, scanning, or back-and-forth emails.

Automatic Invoice Generation
Automatic Invoice Generation

When a client pays, the system creates and sends an invoice automatically. Keep your accounting clean and organized.

Estimate-to-Project Automation
Estimate-to-Project Automation

Approved estimates can automatically create active projects. No need to re-enter client or service details.

Real-Time Estimate Tracking
Real-Time Estimate Tracking

See when a client opens or views your quote. Follow up at the right moment to close faster.

Instant Estimate Creation with Ready-to-Use Templates

Saleoid’s estimating software allows you to create professional, accurate estimates in seconds using saved templates. Instead of building each quote from scratch, you can pre-configure services, pricing, taxes, and descriptions. This makes your project estimating software faster, more consistent, and easier to manage.

Eliminate Repetitive Data Entry

Save frequently sold services and pricing structures in templates. Our estimation software reduces manual typing and errors.

Send Quotes in Minutes, Not Hours

With pre-built formats, you can generate a detailed quote instantly. This makes Saleoid a practical project estimator for daily sales.

Maintain Pricing Consistency

Templates ensure standardized pricing across your team. Our cost estimation software stays accurate and reliable.

Improve Professional Presentation

Every estimate follows a structured and branded format. Your business appears organized and trustworthy.

Speed Up Sales Conversations

When clients request pricing, you respond immediately. This strengthens your position as the best estimating software for growing businesses.

Instant Estimate Creation with Ready-to-Use Templates

AI Chatbot That Generates Quotes Automatically

Responding to every pricing inquiry manually can slow down your sales process. Saleoid’s estimating software includes an AI chatbot that acts like a virtual sales assistant. It asks visitors a few structured questions, suggests relevant services, and automatically generates an estimate in real time.

Turn Website Conversations into Ready Quotes

The chatbot collects service requirements and builds the estimate automatically. Our estimation software reduces manual quoting work.

Respond Instantly, Even After Hours

Clients don’t have to wait for business hours to receive pricing. This improves response speed and conversion rates.

Reduce Back-and-Forth Communication

By gathering details upfront, the chatbot creates more accurate quotes. Our cost estimation software becomes more efficient.

Speed Up Lead Qualification

The chatbot filters serious inquiries from casual ones. Our project estimator focuses on high-intent prospects.

Improve Customer Experience

Immediate estimates make your business feel responsive and professional. This strengthens your position as a reliable best estimating software solution.

AI Chatbot That Generates Quotes Automatically

Online Approval and Secure Payments

Sending a quote is only half the process. Saleoid’s estimating software allows clients to review, approve, and pay for estimates directly through a secure link without printing, signing, or emailing documents back and forth.

Clients Approve Estimates Instantly

Quotes can be reviewed and approved directly from email. Our estimation software removes delays in the approval process.

Accept Full or Partial Payments

Choose between full upfront payment or deposit-based approvals. Our cost estimation software adapts to your payment terms.

Secure Payment Processing

Payments are made through protected links for safe transactions. This strengthens trust in your project cost calculator system.

Automatic Status Updates

Once a client pays, the estimate status updates automatically. Our project estimator stays organized without manual tracking.

Reduce Sales Cycle Time

The faster clients approve and pay, the faster projects begin. This makes Saleoid one of the more practical best estimating software solutions for growing businesses.

Online Approval and Secure Payments

Generate Precise Estimates Swiftly and Seize Greater Opportunities!

Accelerate the creation of quotes and estimates with Saleoid. The automated solution guarantees precision and a polished presentation, paving the way for increased opportunities and success.

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Automatic Invoice Generation After Payment

Manually creating invoices after every approved estimate takes time and increases the chance of errors. Saleoid’s estimating software automatically generates invoices based on your selected payment terms once a client pays.

Generate Invoices Instantly After Approval

When a client pays against an estimate, the system creates and sends the invoice automatically. Our estimation software eliminates duplicate data entry.

Match Invoices to Payment Terms

Choose full payment, partial deposit, or completion-based billing. Our cost estimation software adapts to your workflow.

Keep Financial Records Accurate

Invoices are linked directly to the original estimate and contact. Our project estimator keeps everything structured.

Reduce Administrative Work

No need to switch tools to create invoices manually. Our project cost calculator becomes part of your accounting flow.

Maintain Professional Consistency

Invoices follow the same structured format as your estimates. This supports your brand while using the best estimating software for small teams.

Automatic Invoice Generation After Payment

Estimate-to-Project Automation Without Re-Entering Data

Once a client approves an estimate, the next step is starting the work. Saleoid’s estimating software automatically converts approved estimates into active projects when required. Instead of copying details from a quote into a project management system, your project estimating software handles the transition instantly.

Start Projects Automatically After Approval

When a client approves or pays, the system creates a new project. Our estimation software connects sales directly to execution.

No Duplicate Data Entry

All services, pricing, and client details carry over automatically. Our project estimator saves time and reduces errors.

Keep Sales and Operations Connected

Approved deals flow smoothly into project tracking. This makes your cost estimation software part of your operational workflow.

Improve Team Coordination

Once the project is created, your team can begin work immediately. Our project cost calculator supports better planning.

Reduce Delays Between Closing and Starting Work

Automation ensures nothing gets stuck after approval. This strengthens your reputation as a responsive business using the best estimating software.

Estimate-to-Project Automation Without Re-Entering Data

Real-Time Estimate Tracking for Smarter Follow-Ups

Sending a quote and waiting blindly can slow down your sales process. Saleoid’s estimating software gives you real-time visibility into when a client opens or views your estimate. Instead of guessing whether a quote was seen, your project estimating software shows clear status updates so you can follow up at the right time.

See When Clients Open Your Estimate

Know exactly when a quote is viewed. Our estimation software removes uncertainty from follow-ups.

Follow Up at the Right Moment

If a quote is viewed but not approved, you can reach out quickly. Our project estimator becomes more proactive.

Identify Unopened Estimates

Spot quotes that haven’t been opened and resend or remind accordingly. Our cost estimation software keeps deals from going cold.

Track Approval and Payment Status Clearly

See whether the estimate is pending, approved, or paid. Our project cost calculator keeps financial progress visible.

Improve Close Rates with Better Timing

Following up at the right time increases conversion chances. This strengthens your position using the best estimating software for growing teams.

Real-Time Estimate Tracking for Smarter Follow-Ups

Saleoid’s Estimating Software Built For Those Who Like Ease

As a solo founder, you don’t have a separate sales, finance, and operations team. You need one system that helps you send quotes, collect payments, and start projects without juggling multiple tools.

Send Professional Estimates in Minutes
Send Professional Estimates in Minutes

Use templates and built-in pricing to create accurate quotes quickly. Our project estimating software removes repetitive work.

Get Paid Faster with Online Approvals
Get Paid Faster with Online Approvals

Clients can approve and pay directly from the estimate. Our estimation software shortens the time between quote and revenue.

Avoid Manual Invoice Creation
Avoid Manual Invoice Creation

Invoices are generated automatically after payment. Our cost estimation software keeps records clean and organized.

Turn Approved Quotes into Active Projects Automatically
Turn Approved Quotes into Active Projects Automatically

No re-entering client or service details. Our project estimator connects sales to execution seamlessly.

Track Every Estimate in Real Time
Track Every Estimate in Real Time

See when quotes are opened, approved, or pending. Our project cost calculator helps you follow up with better timing.

Unlock Over 30 Apps in Saleoid’s Business Suite

Gain access to more than 30 applications for managing all aspects of your business, from marketing campaigns to communications.

FAQ

Your genuine questions and our honest answers.

Saleoid is not just a calculation tool; it is an AI-powered estimating software fully integrated with your CRM. It allows you to generate accurate quotes instantly, engage leads via chatbot, and automate the transition from estimate to paid invoice or active project.

Our AI Chatbot acts as a virtual sales agent. It communicates with visitors on your website, suggests relevant services based on their needs, and automatically creates an estimate including those services. It then emails the estimate to the client so they can review, approve, and make a payment.

Clients can review the estimate directly from their email. Depending on your settings, they can approve the estimate by making a Full Upfront Payment or a Partial Deposit directly through the secure link. Once payment is made, the status automatically updates to "Approved."

It depends on the payment terms you set. If you select Full Upfront or Partial Payment, the system automatically generates and sends an invoice to the client as soon as they pay against the estimate. For Payment on Completion, you can set the system to automatically generate and charge the invoice once the project is marked as complete.

Yes. If you set an estimate to "Payment on Completion," approving the quote will automatically create a new Project in Saleoid. This ensures a seamless transition from sales to execution without manual data entry.

Yes. You can brand your estimates to look professional by uploading your company logo and changing the accent colors to match your brand identity.

Yes. You can create and save customizable estimate templates for your frequently sold services or products. This eliminates repetitive data entry, allowing your team to send consistent quotes in seconds.

Yes. You get real-time tracking for every document. You can see exactly when a client opens or views your estimate. This visibility allows your sales team to follow up at the perfect moment if a quote remains unopened.

Since the estimating tool is native to Saleoid, every quote you send is automatically linked to the Contact’s profile in the CRM. This gives your team a complete view of the negotiation history and allows you to trigger automation workflows based on the estimate's status.

Yes. You can configure global or item-specific tax rates and apply discounts (percentage or fixed amount) directly within the estimate builder. The system automatically calculates the totals, ensuring 100% accuracy.

Yes. Saleoid supports all major global currencies. You can select your preferred currency in the settings to ensure your estimates and financial reports match your local business requirements.

Yes. If a client pays via cash, check, or bank transfer, you can manually log the payment against the estimate. This action records the transaction in the system and automatically converts the approved estimate into an active Project, keeping your workflow seamless.
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