Quotes
Quotes that turn into work orders, not spreadsheets
Franexis quotes are built from your own price lists, tracked through a real status machine, and converted into production work the moment they're accepted — so estimating, selling, and delivering stay one record.
Capabilities
What Quotes & Price Lists covers
Service-line quoting
Quotes are built from typed service lines — products, equipment, labor, and miscellaneous — with quantities, rates, and totals computed as you go.
Tenant-managed price lists
Maintain brand-standard price lists centrally, import them via CSV, and let estimators pull items with type-ahead lookup.
Status machine
Quotes move through a defined lifecycle — draft, sent, accepted — so pipeline reporting reflects reality, not guesswork.
Quote PDFs
Generate clean, branded quote PDFs with secure download links to share with clients and adjusters.
Lead linkage
Quotes attach to leads and clients, keeping claim data, contacts, and history on the same thread.
Accepted-quote conversion
An accepted quote creates the client and the initial work order — no re-keying between sales and production.
Franchisor-standard pricing, franchisee-level flexibility
The franchisor curates the catalog and price lists; franchisees quote from them. Everyone sells from the same book, and updates propagate without emailing spreadsheets around the network.
FAQ
Quotes & Price Lists questions
Can we import our existing price book?
Yes — price lists import via CSV, and products can be imported the same way. Estimators then get type-ahead lookup against the imported catalog.
Do accepted quotes flow into production?
Yes. Accepting a quote converts the lead to a client and creates the initial work order with the quoted service lines.
Keep exploring
Related modules
CRM & Lead Intake
A pipeline built for franchise work: guided lead intake, contacts, activities, sequences, and a clean handoff to quotes — with full insurance-claim capture for the trades that need it.
Learn moreField Service Management
Jobs, work orders, dispatch, scheduling, a validated technician journey, labor timers, photos, and invoice handoff.
Learn moreRoyalties & Finance
Configurable royalty rules, automatic accrual on collected revenue, statements, invoices, disputes, referral commissions, and QuickBooks sync.
Learn moreSee Franexis on your own franchise data
Book a walkthrough with the team — we'll map your current process to Franexis and, if you're on PSA, show the onboarding import against your own location.