Quotations Overview
Create professional quotes, manage customer acceptance, and convert quotes to jobs. Track quote performance with analytics and streamline your sales workflow.
Last updated: 21 May 2026
30-Second Version: OpsCel's quotation system lets you create professional quotes from scratch, from completed jobs, or from EICR defects. Send quotes via email or customer portal, track acceptance/rejection, and automatically convert accepted quotes to jobs. Business+ tier adds quote analytics for conversion tracking. Available to Admins, Managers, and Office Staff.
Key Benefits
- •Professional presentation: Branded PDF quotes with cover pages, line items, and T&Cs
- •Customer self-service: Customers can accept/reject quotes via portal - no back-and-forth emails
- •Automatic job creation: Accepted quotes convert to jobs instantly with all data carried forward
- •Defect-to-quote workflow: Generate remedial quotes directly from EICR observations
- •Quote analytics (Business+ tier): Track conversion rates, win/loss ratios, and average quote values
- •Deposit handling: Require deposits on acceptance, integrated with Stripe (Business+ tier)
Quote Lifecycle
Quotes move through stages: Draft (being prepared) → Sent (awaiting customer decision) → Accepted (customer approved) or Rejected (customer declined) → Converted to Job (if accepted) or Expired (validity period passed).
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