The Estimating and Quoting module generates quotes from single-level or BOM estimates and routers, automatically creates sales orders when quotes are won, and shows variances between actual and estimated costs. It enables quick quoting for repeat orders, tracks quote status by date, customer, or salesperson, and uses what‑if scenarios to determine accurate delivery dates. Users can email quotes instantly, convert prospects to customers upon winning quotes, review win/loss trends, compare actual versus estimated job times, adjust quotes for material cost changes, and convert sales orders into work orders efficiently.

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