Create from template
Bath standard, heating modernisation, electrical first install — set them up as templates, on enquiry just open, adapt, done.
Caller asks: „Can you do something for me?“ You say: „You'll have it tonight.“ From template, with letterhead, with hourly rate and inventory materials. If the customer agrees, one click turns it into an order. Included in every plan. Also in Starter from 29 €/month.
Whoever quotes on the day of the enquiry wins more often. Whoever takes a week loses. As simple as that.
Hourly rates stored, materials from inventory, templates for typical trades. You don't type from zero — you adapt. Bath, heating, electrical: anything can be a template.
Caller asks for a bath renovation — you send a proper quote the same day. Your competitor sends one next week. Whoever quotes first wins more often.
Customer says yes? Click „Accept“ — quote becomes order. Address, planned hours, planned materials, all carried over. No double-entry, no „where was that quote again?“.
The Mayer family has enquired. Watch the quote flow through — Draft, Sent, Accepted — and turn into an order automatically. No second typing.
Quoting used to mean: open Word, paste letterhead, click together items, print, fax, hope. Today: open template, adapt, send, track the status.
Bath standard, heating modernisation, electrical first install — set them up as templates, on enquiry just open, adapt, done.
Hourly rate stored — per team member or per activity. Materials straight from inventory with current prices. No looking up, no typing.
Logo, address, bank details, VAT ID — store once, always there. Looks like a real quote, not an Excel printout.
Draft, Sent, Accepted, Rejected — four statuses, always visible. What's open, what becomes money, what doesn't.
Customer says yes? Click Accept — quote becomes order, all data comes along. Planned hours, planned materials, address, schedule suggestion.
Every quote has an expiry date. Before it expires, you get a reminder — want to follow up, want to extend.
Starter, Professional, Business — quotes everywhere. Also in Starter from 29 €/month. No quote limits, no module packages.
In everyday speech often the same, legally not quite. A quote (Angebot) per §145 BGB is binding — the customer accepts it, you're bound. A cost estimate (KVA, §649 BGB) is non-binding, you may land up to 15–20 % over without a cost-overrun notice. In Meistify you decide on creation what it is — the label in the PDF is adjusted accordingly.
With a template and stored hourly rates: 5 to 10 minutes for a typical quote. You pick the „Bath standard“ template, change the size, add special requests, download the PDF, email it to the customer. Whoever quotes on the day of enquiry wins more often.
Yes. Logo, company address, bank details, VAT ID, tax number, managing director — store once in settings, comes automatically on every quote and later every invoice. You can also define a footer with terms or data-processing notes.
You mark the quote as accepted — and one click turns it into an order. Address, planned hours, planned materials, planned duration, all carried over. The order is on the orders list, ready for scheduling. No double-entry, no „where did I have that?“.
Every quote has a validity (default: 30 days). Before it expires, you get a reminder: follow up, extend, or mark as expired. Nothing falls through the cracks, and you see which enquiries went cold.
Yes, in the overview: how many in progress, how many sent, how many accepted, how many rejected. The acceptance rate shows how well sales are running — per month, per quarter, per year. Watching it lets you adjust: too pricey, too late, too complicated.
Yes, as many as you like. „Bath standard 6 m²“, „Heating Buderus with BAFA grant“, „Electrical first install flat“. You set up the template once with all items, on the next quote you pick it, adjust quantities or sizes, done. Over time a library builds up that covers your typical jobs.
Who the quote goes to — contact, address, history at a glance. Returning customers get their quote with all prior data.
What it becomes — an accepted quote turns into an order with one click. Address, hours, materials come along.
What comes out at the end — quote becomes order, order becomes invoice. One line, no breaks.
14 days free. No credit card. Template in, PDF out, status green, order on the list.
From 29 €/month (billed annually) · Quotes included in Starter · Hosting in Frankfurt