WIN MORE BIDS WITH EASY, SIMPLE DIGITAL QUOTES

Customize and send professional quotes quickly with embedded monthly payment options

$525M+

Total volume of quotes sent

$100M+

Total volume of quotes approved

92%

Quotes sent with financing options

Why pros Trust Hearth Quotes

Save time — no more chasing paperwork.

Automated customer reminders.

Track the status of outstanding quotes.

Easy digital approval = happier customers.

Quotes can auto-convert to contracts upon approval.

Add financing options to every quote.

How it works in Three quick steps

Send a quote from the Hearth mobile app

It takes just 10 seconds to customize and send a quote on the go. Quotes integrate easily with Hearth’s Financing, Contracts, and Invoices tools to speed up your sales process.

Track their progress

See when your customers view your quotes. Hearth sends them automatic reminders to approve your quote before it expires.

Close the deal

We will notify you as soon as a customer approves your quote. You can then convert the quote to a contract with the click of a button.

Give your sales team a competitive edge

  • Add monthly payment options to every quote to win more bids.

  • Hearth sends automated customer reminders ahead of the quote due date.

  • Schedule invoices to auto-send upon quote approval to accelerate payment collection.

The best tool for job estimating

Quickly customize and send professional quotes to your prospective customers. Built-in features like pre-saved line items and auto-saved drafts reduce hassle and overhead so you can send quick, accurate quotes every time.

What Hearth Customers Say

“I was wasting so much time every week building these estimates through Excel.”

-Austin U., General Contracting

HEARTH’S TOOLS WORK TOGETHER TO AUTOMATE YOUR BUSINESS

Quotes easily integrate with our Financing, Contracts, and Invoices tools to automate your business processes and save you time.

HOW QUOTES AND FINANCING WORK TOGETHER

Easily embed monthly payment options in every quote to combat sticker shock and win more bids.

HOW QUOTES AND INVOICES WORK TOGETHER

Schedule an invoice to automatically send when your customer approves the quote.

HOW QUOTES AND CONTRACTS WORK TOGETHER

Quickly convert approved quotes into contracts to secure your business.

SIMPLE CUSTOMER TRACKING

With our Quotes tool, you can quickly track your lead’s progress in the Hearth dashboard on your computer or from the Hearth App on your mobile device.

Hearth will send you notifications when your prospective customer has viewed, requested changes to, or approved the quote.

HOW QUOTES AND CONTRACTS WORK TOGETHER

Quickly convert approved quotes into contracts to secure your business.

SPEED UP THE TIME TO CLOSE

Hearth’s digital quoting software means no more wasting time and energy driving around town to chase paperwork.

Easy integrations with Hearth’s Financing, Contracts, and Invoices tools automate your processes and speed up your sale.

DELIGHT YOUR CUSTOMERS

Impress your customers with professional-looking digital quotes that they can approve with the click of a button.

Never lose another customer due to lack of communication—Hearth will send automated follow-ups to your prospective customers reminding them to review your quote before it expires.

FAQs

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

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.

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.

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.

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.

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.

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.

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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