ESTIMATES

Bring Your Deals
To The Finish Line

Built-In Estimates Make It Easier To Price And Close Deals

Create, Send, And Manage Your Estimates With Ease

VipeCloud makes it easy to manage your sales pipeline from end to end. Create and send an estimate in a moment, auto-filling with the information you've already collected throughout the sales process. Ditch the clumsy PDFs and send your estimate as a trackable link and allow your contact to accept your estimate directly on the estimate itself.

Optionally integrate your QuickBooks for easy two-way data sharing with select updates being mirrored between the platforms, saving you even more time.

Eliminate unnecessary friction and hurdles from your closing process for you, your sales reps, and your customers. Learn how VipeCloud's estimates can make it easier for you to do business by requesting a demo today.

An Overview Of Estimates

send estimate

Sending And Accepting Estimates Made Easier

Say goodbye to clumsy PDFs - send your estimates as a trackable link. Not only will you gain new insights into when (and if) your contacts are viewing your estimates, but you'll make it easier for them to view on a wider range of devices and platforms.

Your contacts can accept (or reject) your estimate directly on the estimate. An activity log will also be visible on the estimate to track each event.

send estimate

Sending And Accepting Estimates Made Easier

Say goodbye to clumsy PDFs - send your estimates as a trackable link. Not only will you gain new insights into when (and if) your contacts are viewing your estimates, but you'll make it easier for them to view on a wider range of devices and platforms.

Your contacts can accept (or reject) your estimate directly on the estimate. An activity log will also be visible on the estimate to track each event.

QuickBooks CRM

Integrate Your QuickBooks (Optionally)

Supercharge your QuickBooks workflow by integrating it with VipeCloud. Send estimates from VipeCloud to QuickBooks and reduce your data entry.

Import contacts and products (items) from QuickBooks into VipeCloud and make implementation a breeze. Updates made to contacts, products, and estimates in QuickBooks can be sent to VipeCloud, as well as customer payments.

Integrate Your QuickBooks (Optionally)

Supercharge your QuickBooks workflow by integrating it with VipeCloud. Send estimates from VipeCloud to QuickBooks and reduce your data entry.

Import contacts and products (items) from QuickBooks into VipeCloud and make implementation a breeze. Updates made to contacts, products, and estimates in QuickBooks can be sent to VipeCloud, as well as customer payments.

QuickBooks CRM
calculate pricing

Price Your Estimates Quickly And Accurately

Add your products / services to VipeCloud and create estimates fast. Pick the product(s), quantities, and any taxes / discounts and you're good to go.

Easily reorder your line items via drag n drop, add descriptions to the line items or estimate as a whole and click send.

reduced data entry

Save Time: Fields Autofill From Opportunities

Let your CRM do the repetitive data entry. As you use your CRM and add contact, opportunity, and product data to the system, this data will be automatically populated in your estimate when it's time to close the deal.

Save Time: Fields Autofill From Opportunities

Let your CRM do the repetitive data entry. As you use your CRM and add contact, opportunity, and product data to the system, this data will be automatically populated in your estimate when it's time to close the deal.

reduced data entry
Review team's estimates

Keep Your Estimates Organized

Whether you are a sales rep, sales manager, company owner, or bookkeeper - the last thing you want to slip through the cracks are your estimates.

By having your estimates organized in your CRM, this ties together the sales-to-accounting handoff.

View your team's outstanding and recent estimates. Review the communication history that led to a successful sale to guide your strategy going forward. And ensure that outstanding estimates aren't withering on the vine.

Lets Grow Your Business Together