Quotessa
Turn unlocked leads into polished quotes faster.
Quotessa helps eligible Lead & Trade members organise customer details, job scope, labour, materials, VAT, notes and terms before sending or saving quote paperwork.
Quote builder mockup - dummy data
Customer: Example homeowner
Job: Bathroom refurbishment
Lines: Labour + materials
VAT: 20% toggle
Output: Browser PDF
What Quotessa does
A quote workflow built for trades, not generic documents
Quotessa is designed to help a trade move from an unlocked Lead & Trade enquiry to a structured written quote with scope, costs and terms in one place.
Current status: quote drafts and browser print/PDF workflow for eligible plans. Email send, customer acceptance and invoice conversion are not claimed as fully live here.
Included quote controls
Sample quote previews
Dummy examples for common trades
Example quote - dummy data
Roofer
Flat roof repair
Labour, EPDM materials, waste removal
Example quote - dummy data
Plumber
Bathroom pipework
First fix, second fix, parts allowance
Example quote - dummy data
Electrician
Consumer unit upgrade
Testing, certification, making-good notes
Example quote - dummy data
Driveway installer
Block paving driveway
Excavation, sub-base, drainage, edging
Example quote - dummy data
Landscaper
Patio and turfing
Ground prep, paving, turf, waste
Part of the Lead & Trade growth workflow
Lead & Trade gets the enquiry. LeadPilot keeps it moving. Quotessa turns it into a professional quote. Eligible Growth and Pro style plans bring these pieces together as the platform matures.
Quotessa FAQs
Is Quotessa included with every Lead & Trade account?
No. Starter profiles can preview the idea. Full quote draft access is for eligible Growth and Pro style plans where enabled.
Does Quotessa send invoices today?
The current workflow focuses on quote drafts, preview and browser print/PDF. Invoice conversion is positioned as an invoice-ready workflow, not a live accounting system.
Can a quote be created from an unlocked lead?
Yes. Where the dashboard is configured, unlocked lead details can prefill the quote builder to reduce retyping.
Quote faster from the leads you choose
Create a free founding trade profile and explore eligible Quotessa access as your area opens.