Win more bids with our easy-to-use quoting software

Yes, you can view and print a digital quote from your computer to provide your customer or admin a physical copy.

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Yes, Hearth will automatically save drafts of your quotes so that you can finish them later. Auto-saved drafts will also save your progress in the event of service interruptions.

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Yes, you have the option to schedule an invoice to send for a custom percentage of the total quoted amount. This invoice will automatically send to your customer after they approve the quote. If you are approved to use Hearth’s digital payments tool, you can also accept digital payments from your customers in the invoice. Accepted digital payment methods can include credit card, debit card, and ACH (eCheck).

Yes, you can quickly convert an approved quote to a contract with the click of a button. Hearth’s Contracts tool includes a free template to modify and use with your customers, or you can insert your own contract language. You can then schedule an invoice to automatically send when your customer signs the contract.

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Many bids are lost due to sticker shock or by comparing your bid to your competitors’ lower bids. With Hearth Quotes, you can add automatically calculated monthly payment options to every quote beneath the total quote amount. This allows you to fight sticker shock and get a competitive edge over other bids. Your prospective customers can then easily click through the quote to pre-qualify for monthly payment options for their project.

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Yes, you can pre-save line items from your Quotes Line Items Management page in the Hearth dashboard from your computer or the Hearth App on your mobile device. You can create new saved line items manually or upload them in bulk via a CSV file. When drafting your quote, simply start typing the name of the pre-saved line item in the Line Items section to search for it, and then select the correct option that appears.

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It can take as little as 10 seconds to draft and send a quote. With our line items management feature, you can pre-save frequently used quotes line items and quickly search for and add them when drafting a quote to speed up your process. We also auto-save your quotes drafts so that you don’t lose progress due to service interruptions. You can draft and send quotes from the Hearth dashboard on your computer or from the Hearth App on your mobile device.

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Yes, you can send your prospective customer their digital quote via email or text message, whichever method they prefer. We will send them automated reminders via the same communication method leading up to the expiration date of their quote.

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From the Hearth dashboard on your computer or the Hearth App on your mobile device, you can quickly see whether a customer has viewed, requested changes to, or approved your quote. You can also see when a customer’s quote has expired. 

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