Accurate Estimates in Seconds
Use the quote generation features in Orderry to estimate the cost of a job without the hassle:
Quotes for products and services get handled like work orders but without causing a change in stock levels and payroll calculation numbers
Offer your clients various options so they can choose the best fit: generate an unlimited number of detailed estimates, modify individual line items, and add out-of-stock products from product catalogs to order them later after the client’s approval
Customize your estimate templates to send out professional-looking offers
Build an effective sales funnel by tracking estimates with statuses
Create estimates directly from leads (coming soon)
“You don't need to be an expert in programming because Orderry is very intuitive. You say this field refers to another field, allowing you to configure it according to your needs. You won't have to pay a programmer to program your forms and notifications through the programming language. You just move the pieces like little links that take you inside.”
Leonardo Miranda
Technical Support Manager
at Blue Linq S. A.
Estimate Work Order Costs Hassle-Free
All active estimates at a glance
Estimate statuses
Estimates from leads
Customizable quote templates
Streamline quote generation and win more jobs. Sign up for a 7-day free trial
Convenient Approval Process
Getting client approvals doesn’t have to be hard. In Orderry, you can do it the way that most suits your business processes:
Set up customer communications integrations to send an estimate via the client’s favorite channel
Print or email an estimate as a PDF file
Send a link to a web form where clients can view and accept estimates online (coming soon)
From Estimates to Real Jobs In One Click
Once approved, an estimate becomes a work order you can process immediately without re-entering all the details:
The previous interaction history of an estimate is automatically saved to a new work order
Instantly see which work orders require deducting products from stock or ordering from a supplier
Convert estimates to work orders with a pre-filled list of products and services via API (coming soon)
Speed up business development with advanced quoting processes powered by Orderry
Orderry helps service and e-commerce businesses become efficient and grow. Try it out in a 7-day free trial
FAQ
What is an estimate?
An estimate in a service business approximates the cost or time required to complete a specific service. It is essentially a quote or proposal to a client outlining the expected charges and scope of work for the service provided. Estimates are typically based on factors such as the complexity and duration of the job, the required resources and materials, equipment, and overhead expenses. They serve as a way to communicate the expected cost and timeline to the client, allowing them to make an informed decision before committing to the service. Software solutions with estimate functions like Orderry can help streamline and automate the estimation process, saving time and ensuring accuracy in the pricing of jobs for clients.
What is a quote and its difference from an estimate?
A quote is a written statement that provides a fixed price for a specific product or service. Businesses typically provide it to a prospective customer, and is considered a formal offer of goods or services at a specified price. Quotes for products and services are binding and should accurately reflect their cost. On the other hand, an estimate approximates the cost that a business provides to a customer. Unlike a quote, an estimate is not a fixed price but rather an educated guess based on available information. It is often used when the final cost is not precisely determined, such as in complex services. Estimates may change as more information becomes available, and they do not legally bind the business to provide the product or service at the estimated price.
Is an estimate the same as an invoice?
No, an estimate is not the same as an invoice. An estimate is a document that provides a projected cost of a product or service before it is provided to the customer. It is essentially a rough calculation or approximation of the total expenses involved. On the other hand, an invoice is a document sent to the customer after the product or service has been provided, requesting payment for the agreed-upon amount. An invoice includes specific details such as the quantity, description, and cost of the goods or services provided, along with any applicable taxes or discounts. While an estimate is just an initial cost estimate, an invoice is a formal request for payment based on the actual goods or services delivered.