Quovya

How it works

Four steps, and the history takes care of itself.

No pipelines to configure, no CRM vocabulary to learn. Quovya follows the way quoting businesses already work.

  1. 1

    Add the customer

    Name, contact details and site. This becomes the single record everything else attaches to.

  2. 2

    Create the quote

    Record the quotation, the amount and what it covers. It sits on the customer profile from that moment.

  3. 3

    Revise as often as needed

    Each change becomes a new version. Older versions stay readable and the current one is marked.

  4. 4

    Convert to an order

    When the customer approves, raise the order from the accepted version and track it to installation.

Alongside every step

Documents and history attach themselves.

Drawings, measurements, signed approvals and notes go on the customer as they arrive. The timeline records what happened without anyone maintaining it.

Activity — Sarah Mitchell

  1. Quote created

    Q-1047 · $18,450

  2. Quote revised

    Version 2 · $19,850

  3. New drawing added

    Patio drawing rev-B.pdf

  4. Customer approved quote

    Version 3 · $21,200

  5. Order created

    ORD-2291

  6. Order moved to production

    Install week of 14 Jul

  7. Note added

    Prefers Tuesday installs

Quote Q-1047 — Quovya

Quote Q-1047

Sarah Mitchell · Pergola & patio

Approved

  1. Version 1

    Original quotation

    $18,450

  2. Version 2

    Added lighting package

    $19,850

  3. Version 3

    Upgraded louvered roof

    $21,200Current version

Then, later

Search once and see the complete customer history.

When the customer calls six weeks later, you open one record: the current price, what changed, the signed approval and the order it became.

Try it with your next quotation.

Setup takes minutes — there is no lengthy configuration wizard.

Get Started with Quovya See how it works