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Quote Preparation

The Quote Preparation Module helps contractors win more jobs by eliminating delays between lead intake and estimate delivery.

SupportCrewe’s back office team prepares, formats, and sends professional, branded quotes through your connected Odoo CRM, ensuring accuracy, consistency, and speed every time.

From takeoffs and pricing sheets to branded proposals and client follow-ups — we handle everything behind the scenes so your bids go out faster and look better.

Included in the Crewe Central Plan — the full back office system for contractors.

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  • Project Value Range

⚙️ Core Deliverables

Afro-Caribbean estimator reviewing takeoff data and pricing sheets on laptop

Estimate Preparation

Labor and material estimates calculated using verified rates and standardized templates.  

: SupportCrewe admin preparing branded contractor proposal for client review

Proposal Formatting

Branded proposals prepared for client review, ready for e-sign or approval.

Contractor in field gear reviewing takeoff and quote data on tablet

Takeoff Integration

Works directly with Takeoff & Estimation for seamless scope measurement and job costing.

Afro-Caribbean admin checking quote calculations and proposal accuracy on dual monitors

Quote Review & Approval

 Internal review process ensures accuracy before sending to clients.

SupportCrewe dashboard showing contractor quote stages: Draft, Sent, Won, Closed

CRM Syncing

Every quote tracked in your Lead Management pipeline for full visibility.

SupportCrewe dashboard showing contractor quote stages: Draft, Sent, Won, Closed

Client Follow-Up

Automated reminders and emails ensure every sent quote receives a timely response.  

💡 Why Contractors Choose SupportCrewe Quote Preparation

1️⃣ Professional Quotes That Win Jobs

Clients receive accurate, branded proposals that make your business look organized, consistent, and reliable.

2️⃣ Faster Turnaround Time

With SupportCrewe, quotes move from lead to sent proposal in record time — without losing accuracy.

3️⃣ Integrated with Odoo CRM

Every quote is logged, tracked, and reported through Odoo CRM Features for real-time updates and visibility.

4️⃣ Fully Aligned with Takeoffs & Estimates

Our estimators and admins collaborate through Takeoff & Estimation and Project Management modules to ensure every number adds up.


💸 Pricing Options

Plan TypeCostCycleIdeal For
Standalone Module$1,950 / 90 DaysQuarterlyContractors building quote workflow
Integrated (Crewe Central Plan)Included90 DaysFull back office clients
Add-On$850 / MonthFlexibleClients using Lead or Project modules only

📄 All quotes prepared and sent directly from your SupportCrewe-managed Odoo dashboard.  SupportCrewe pricing aligns with [SBA Small Business Cost Guide] standards for transparency and scalability.”

📊 Results Contractors See

 2× faster estimate delivery time

 30% more quotes sent per month

 Higher client approval rates with branded templates

 Zero missed follow-ups with automated reminders

According to the [Deloitte Engineering & Construction Outlook 2025], contractors that automate quoting workflows see faster job conversions

(Performance metrics based on Odoo CRM client dashboards and SupportCrewe internal cycle reports.)

🧭 Who It’s For

General Contractors issuing frequent bids and proposals

Remodelers & Specialty Trades who want faster estimate turnaround

Multi-Crew Operators balancing multiple jobs and quote requests

Construction Startups needing branded, professional proposals

 

🧰 How It Works

1

Setup

Your estimate templates and pricing structure are added to Odoo.  

2

Takeoff & Input  

Your SupportCrewe estimator prepares takeoff data and applies job rates.  

3

Review & Send  

A dedicated admin reviews each quote for accuracy and sends it to the client.  

4

Track & Follow-Up  

Sent quotes are logged in your CRM and automatically followed up via email or text.  

🔗 System Integrations

 Odoo CRM — for lead-to-quote automation

 Google Workspace / Outlook — for proposal emails and notifications

 SupportCrewe Admin Services — for scheduling and client communication

 Marketing Services — for branded templates and visibility tracking

📞 Book a Consultation

See how SupportCrewe’s Quote Preparation system helps you win jobs faster and look more professional.