Sales Estimate Templates
Build Sales Assemblies & Templates with Flexible Pricing
Create reusable sales estimate templates with assemblies, item groupings, and flexible pricing models. Support flat base pricing, optional add-ons, or detailed line-item pricing—all from templates you can save, reuse, and update anytime.
Manual Estimates Are Hard to Scale
Creating estimates from scratch slows sales teams down and introduces pricing errors. Without reusable templates and structured assemblies, it’s difficult to manage grouped items, pricing models, and revisions consistently.
No Reusable Structure:Sales teams rebuild estimates repeatedly instead of using templates
Assembly Complexity:Grouped items and bundled offerings are hard to manage manually
Pricing Limitations:Flat pricing, options, and line-item pricing are difficult to mix
Slow Revisions:Updating estimates takes time and increases the chance of errors
Sales Assemblies & Item Groupings
Build structured sales assemblies by grouping related items together. Assemblies make it easy to reuse common configurations across estimates while keeping pricing consistent.
Item Groupings:Bundle related products and services into logical groups
Reusable Assemblies:Use the same assemblies across multiple estimates
Template-Based Structure:Standardize how estimates are built across your team
Easy Updates:Edit an assembly once and reuse it wherever needed
Flexible Pricing Models
Support multiple pricing approaches within the same estimate. Choose between flat base pricing, optional add-ons, or detailed line-item pricing depending on how you sell.
Base Offering with Flat Price:Present a single bundled price instead of pricing every item individually
Optional Add-Ons:Include optional items customers can select or decline
Line-Item Pricing:Switch to detailed pricing when transparency is needed
Single-Line Pricing:Roll multiple items into one price for simpler estimates
Reusable & Editable Templates
Save estimate templates and update them as your offerings evolve. Templates feed directly into new estimates, reducing setup time while keeping pricing and structure consistent.
Save Templates:Reuse proven estimate layouts for common sales scenarios
Update Anytime:Edit templates as products, pricing, or structure changes
Fast Estimate Creation:Start from a template instead of building from scratch
Consistency Across Team:Ensure every estimate follows the same structure and pricing logic
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
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
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.
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.
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.
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.
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.
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.
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.
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.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
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