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The Estimating and Quoting Engine That Closes More Jobs

Transform your sales process with Commusoft’s integrated quoting software. Move beyond simple quotes with a powerful proposal feature that streamlines everything from creation to invoicing.

Proposal for a new generator in desktop view

Create Winning Proposals Faster

Design Professional Proposals

Stand out from the competition with stunning, professional proposals. Our Proposal + tool gives you complete control over your brand and messaging, allowing you to create customised, impressive documents that win the confidence of high-value commercial and residential clients.

Offer Compelling Options

Increase your average job value and close rate by offering multi-options. Presenting clients with good, better, and best tiers empowers them to choose the solution that fits their needs and budget, making it easier for them to say yes to a higher-priced job.

Automate and Accelerate

Reduce administrative time and ensure no opportunity is missed. Use Ai:denโ€™s drafting proposal to generate initial quotes based on job details, saving you valuable time. You can also set up automated proposal follow-up reminders to stay top-of-mind with prospective clients without any manual effort.

Sales opportunity dashboard that details pipeline activity

One Integrated Workflow, from Quote to Invoice

This isn’t just a quoting tool; it’s a fully integrated part of your operational workflow. When a client accepts a proposal online, Commusoft automatically converts it into a job.

Once the work is complete, the system seamlessly turns the job details into a professional invoice, ready to send. This end-to-end process eliminates double-entry, reduces errors, and accelerates your cash flow through faster Invoicing.

Proposal for a new generator in desktop view

Win More Bids with Professional Proposals

Create stunning, multi-option quotes with Proposal+ via the central proposal portal. Impress clients, offer financing, and make it easier for them to say yes to profitable jobs.

Don't Just Manage Your Field Service Business. Scale It with Confidence.

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Reporting Helps Prioritize Your Leads

Be proactive in your sales outreach. Quickly identify open opportunities and generate โ€˜hit listsโ€™ for your salespeople to work from.

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Reporting Dashboard Aged Debt
Revenue by first engineer on site reporting block
First Time Fix Rate Reporting Widget

Move beyond basic spreadsheets and start leading your sales pipeline with data-driven precision.

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Get the power of complex enterprise reporting without the implementation bloat or "clinical" delays.

Access reporting that dives deep into the value each client and channel brings your business, along with the effectiveness of your sales personnel.

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Eliminate the uncertainty of the sales process while gaining the enterprise grade insights you've been missing.

Sales opportunity dashboard

Unlock Intelligence with Proposal Reporting

Make data-driven decisions to improve your sales process. Our integrated Reporting gives you critical insights into your proposal performance.

Track your proposal acceptance rates, see which multi-options are most popular with customers, and identify which types of jobs are most profitable for your business. Use this intelligence to refine your strategy and win more work.

FAQs

Can I include MCS yield estimates and BUS grant deductions in my quotes?

Yes. Commusoftโ€™s proposal software allows you to build tiered digital quotes that clearly display system performance estimates and Boiler Upgrade Scheme (BUS) deductions. By using Commusoftโ€™s AI assistant, Ai:den to draft technical descriptions for "good-better-best" optionsโ€”such as a standard heat pump versus a solar-ready setupโ€”you shift the homeowner's focus from the upfront cost to long-term energy savings. This automated formatting ensures your residential quotes are professional, compliant, and delivered faster than the competition.

Can AI really speed up my quoting process for complex residential renewable energy installation?

Yes. AI speeds up residential quoting by instantly drafting survey summaries and job descriptions. While you remain in control of labour and material pricing, AI:den pulls from your historical data to automate the repetitive writing tasks. This allows you to send professional, branded estimates to homeowners immediately after a site visit, helping you win more jobs by being the first to respond.

Can I track how my proposals are performing?

Yes. Powerful Reporting is a core component. You can track key metrics like your proposal acceptance rate, the total value of outstanding quotes, and sales performance by team member. This data is essential for understanding your sales cycle and making informed decisions to improve it.