One customer. One view.
Stop searching through folders for customer information.
Quovya brings every customer, quote, revision, order and document into one searchable view — so your team can find what they need in seconds.
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Sarah Mitchell
Mitchell Residence · Scottsdale, AZ · Customer since Mar 2024
Current quote
$21,200
Q-1047 · v3
Open orders
1
In production
Documents
9
Drawings, approvals
Quotes
- Q-1047 · v3$21,200Approved
- Q-1047 · v2$19,850Superseded
- Q-1047 · v1$18,450Superseded
Order & documents
- ORD-2291 · Pergola installIn production
- Signed approval v3.pdf
- Patio drawing rev-C.pdf
- Note: prefers Tue install
The problem
Customer information shouldn't be this hard to find.
A customer calls asking about their quote. Someone opens Google Drive and finds three quotation PDFs — none of them obviously current. Then they go looking for the drawing. Then the signed approval. Then they try to work out whether the quote ever became an order.
Quovya puts the complete customer story in one place.
Without Quovya
- Search shared folders
- Open several files
- Compare quote versions
- Dig through email threads
- Hunt for the latest drawing
- Look for the signed approval
- Check whether it became an order
- Piece the history together by asking colleagues
With Quovya
- 1Search customer
- 2Open profile
- 3See everything
Same question, answered before the customer finishes the sentence.
Customer 360
Everything about a customer. One screen.
Open a customer and see the whole account without opening anything else.
- Customer details
- Current quote and amount
- Original quotation
- Previous revisions
- Quote status
- Orders
- Documents and drawings
- Notes and activity
Sarah Mitchell
Mitchell Residence · Scottsdale, AZ · Customer since Mar 2024
Current quote
$21,200
Q-1047 · v3
Open orders
1
In production
Documents
9
Drawings, approvals
Quotes
- Q-1047 · v3$21,200Approved
- Q-1047 · v2$19,850Superseded
- Q-1047 · v1$18,450Superseded
Order & documents
- ORD-2291 · Pergola installIn production
- Signed approval v3.pdf
- Patio drawing rev-C.pdf
- Note: prefers Tue install
One search returns the customer, their quotes, orders and documents.
Global search
Search a customer. See everything.
One search box covers customers, quotes, orders and documents. No folder trees, no naming conventions to remember, no asking the person who handled it last time.
New employees find what they need on their first day.
Quote revisions
Never wonder which quote is the latest again.
Quovya keeps every version of a quotation and makes the current one obvious. The history stays intact, so you can always show a customer exactly what changed and when.
Quote Q-1047
Sarah Mitchell · Pergola & patio
Version 1
Original quotation
$18,450Version 2
Added lighting package
$19,850Version 3
Upgraded louvered roof
$21,200Current version
Quote to order
From quote to order without re-typing anything.
When a customer approves, turn the accepted version into an order. The order stays linked to the quote it came from.
Create quote
Line items, amount, customer.
Revise
New version, old ones preserved.
Approve
Mark the accepted version.
Order
Track production and install.
Documents
Every customer document where you expect it.
Quote PDFs, revised quotations, signed approvals, drawings, measurements, contracts and customer photos — attached to the customer, not scattered across drives.
- Quotation Q-1047 v3.pdfQuote
- Signed approval v3.pdfApproval
- Patio drawing rev-C.pdfDrawing
- Site measurements.pdfMeasurements
- Installation contract.pdfContract
- Backyard photos.zipPhotos
Activity
See what happened without asking anyone.
A chronological record of the account: quotes created and revised, drawings added, approvals received, orders raised and moved into production.
Quote created
Q-1047 · $18,450
Quote revised
Version 2 · $19,850
New drawing added
Patio drawing rev-B.pdf
Customer approved quote
Version 3 · $21,200
Order created
ORD-2291
Order moved to production
Install week of 14 Jul
Note added
Prefers Tuesday installs
Why teams choose Quovya
Built around real operational workflows.
Built to end folder searching
Designed from the daily reality of quote-heavy businesses, not a generic CRM template.
Designed for everyday quoting teams
Office staff, estimators and installers all work from the same customer record.
Operational, not theoretical
Quotes, revisions, orders and documents — the things your team actually handles.