Estimate Creation

Create Estimates Faster as You Scale

Build accurate estimates in minutes using reusable templates and live pricing from your product library. Erro handles calculations, pricing updates, and taxes automatically—so your team can scale without spreadsheets.

No credit card required
Demo: Creating a new item with live formula preview
Erro formula-powered sales

Manual Estimating Doesn't Scale

As your business grows, building estimates manually becomes a bottleneck. Copying from old files, updating prices by hand, and managing revisions slows teams down and introduces errors.

  • Rebuilding From Scratch:Teams waste time recreating similar estimates

  • Outdated Pricing:Manual updates lead to inconsistent or incorrect estimates

  • Spreadsheet Dependency:Formulas and tabs become hard to manage at scale

  • Revision Confusion:No clear way to track or reuse past versions

Erro formula-powered sales

Template-Driven Estimate Builder

Start every estimate from a saved template. Adjust items, quantities, and configurations as needed while pricing automatically stays in sync with your product library.

  • Start with Templates:Reuse proven estimate structures instead of starting from scratch

  • Library-Powered Pricing:Prices update automatically based on your product library

  • Flexible Adjustments:Change quantities or items without manual recalculation

Erro formula-powered sales

Automatic Pricing & Tax Calculations

Erro handles all calculations for you. Pricing, totals, and taxes are applied automatically based on your library’s tax profiles and rules.

  • Automatic Totals:No manual math or formulas to maintain

  • Library-Based Tax Profiles:Apply the correct tax calculations automatically

  • Consistent Results:Every estimate follows the same pricing and tax logic

Erro formula-powered sales

Save, Revise & Reuse Estimates

Save estimate versions, make revisions confidently, or copy an existing estimate to create a new one in seconds.

  • Save Revisions:Keep a history of estimate updates and changes

  • Copy Estimates:Duplicate past estimates to speed up new work

  • Standardized Output:Maintain consistent structure as volume increases

Ready to streamline your sales process?

Get started with Erro today and see how easy it is to build your own workflow.

No credit card required

Everything your team needs to stay in sync.

From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.

Lead Generation
Lead Generation

Capture and organize leads to grow your pipeline. Collect leads from web forms, phone calls, and referrals, then prioritize them so your sales team can focus on the best opportunities. Integrate with marketing campaigns to maximize conversions and keep your pipeline full.

Learn More
Lead Management
Lead Management

Track, nurture, and convert leads with powerful management tools. Monitor every interaction, use custom tags and statuses to segment leads, and collaborate with your team to ensure no opportunity slips through the cracks.

Learn More
Marketing Automation
Marketing Automation

Automate outreach to save time and boost conversions. Set up email campaigns, schedule follow-ups, and use custom email templates to maintain a consistent brand presence and streamline communications at scale.

Learn More
Product Library
Product Library

Centralize all your offerings with up-to-date pricing, tax profiles, and budget tracking. Add items to estimates, proposals, and invoices with accuracy, without relying on spreadsheets or manual calculations.

Learn More
Sales Templates
Sales Templates

Build reusable templates for all your sales documents, including estimates and proposals. Support complex assemblies, base and option pricing, and item groupings. Save, update, and copy templates to streamline workflows, reduce errors, and accelerate sales cycles.

Learn More
Estimate Creation
Estimate Creation

Create accurate estimates in minutes using templates and live pricing from your product library. Adjust items, quantities, and pricing with confidence, then send proposals directly from your estimates to clients for faster approvals.

Learn More
Invoices & Payments
Invoices & Payments

Generate invoices from proposals and record payments seamlessly. Automate billing notifications, track payment status, and manage recurring or scheduled invoices—all from a single dashboard.

Learn More
Change Orders
Change Orders

Manage change orders efficiently by linking them directly to estimates and proposals. Track payments and current pricing, update line items easily, and keep your team informed with dashboard visibility and automated approval workflows.

Learn More
Ready to streamline your sales process?

Get started with Erro today and see how easy it is to build your own workflow.

No credit card required

Frequently Asked Questions