Features
Everything a quoting business needs to keep customer records straight.
Quovya is built around what happens between a first enquiry and a finished installation: quotes, revisions, approvals, orders and the documents that go with them.
Customer 360
One profile holding customer details, quotes, revisions, orders, documents, notes and history.
Anyone can answer a customer question without hunting through drives or asking a colleague.
Global Search
Search across customers, quotes, orders and documents from a single box.
The answer arrives in seconds, not after five minutes of folder archaeology.
Quote Management
Create and track quotations with amounts, status and the customer they belong to.
You always know what has been quoted, to whom, and where it stands.
Quote Versions
Every revision is kept and the current version is clearly marked.
Nobody sends an out-of-date price or argues about which PDF the customer signed.
Order Tracking
Turn an approved quote into an order and follow it through production and installation.
The link between what was sold and what is being built never gets lost.
Document Organization
Quote PDFs, signed approvals, drawings, measurements, contracts and photos attached to the customer.
Documents live where people look for them instead of in someone's personal folder.
Activity Timeline
A chronological record of everything that happened on the account.
New staff pick up an account without a handover meeting.
Internal Notes
Short internal notes recorded against the customer.
Site details, preferences and promises stay with the account, not in someone's inbox.
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