Introducing SiteBook’s Sales-Quote Builder

We’re happy to announce that SiteBook Estimating now includes a dedicated Sales View, giving you greater control over exactly what your clients see without changing the detail contained within your full project estimate.

This means you can maintain a comprehensive internal estimate for costing and project management, while quickly turning it into a simplified, client-ready Sales Estimate.

You can:

• Hide individual line items from the Sales Estimate to create a cleaner, easier-to-read quote without affecting your overall estimate total.
• Edit the estimate at a Line-Item level simplifying the client-facing version, while retaining the original detail within your full Estimate.
• Quickly switch between views to see exactly what your client will receive while keeping all your internal costing information intact.

This gives your team the flexibility to build estimates with all the detail needed internally, without overwhelming your clients with information they don’t need.

Turn Your Sales Estimate into a Professional Quote

Once your Sales Estimate is ready, you can now turn it into a polished Sales Quote using SiteBook’s built-in quote editor.

The editor gives you the tools to create a professional, cohesive and on-brand PDF without needing to build or format your quote in another program.

Customisation options include:

• Simple drag-and-drop editing for cover page photos and company logos.
• Easy document styling with a central style sheet for updating fonts and colour themes across your entire quote.
• Flexible quote content with toggle switches to show or hide information from your quote table, allowances and specifications.
• Client-ready PDF output bringing your estimate, branding and supporting information together into one professional document.

From Detailed Estimate to Client-Ready Quote

After building your estimate with the detail your team needs, simplify it for your client and turn it into a professional Sales Quote ready to send in a matter of minutes.

With the new Sales View and Sales Quote editor, SiteBook makes it easier to take your estimate from internal costing through to a clear, polished and professional client proposal — all within the same workflow.