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: 14 September 2026
30-Second Version: Opscel's quotation system lets you create professional quotes from scratch or bundled from job defects. Send quotes via email or customer portal, and track acceptance/decline. Accepted quotes convert to a job in one click, with every detail carried over — no re-typing. Quote analytics for conversion tracking are included on every plan. Available to Admins, Sales Managers, Contract Managers, and Accounts. (Site Manager and Engineer roles don't have quote access.)
Key Benefits
- •Professional presentation: Branded PDF quotes with cover pages, line items, and T&Cs
- •Customer self-service: Customers can accept/decline quotes via portal - no back-and-forth emails
- •One-click job creation: Convert an accepted quote to a job with all data carried forward - no re-typing
- •Defect-to-quote workflow: Bundle logged job defects into a remedial quote
- •Quote analytics: Track conversion rates, win/loss ratios, and average quote values
- •Deposit handling: Require deposits on acceptance, integrated with Stripe (all plans)
Quote Lifecycle
Quotes move through stages: Draft (being prepared) → Sent (awaiting customer decision) → Accepted (customer approved) or Declined (customer declined) → Converted to Job (if accepted) or Expired (validity period passed).
Need More Help?
If you're stuck or need assistance, our support team is here to help.