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Which quoting setup is right for you?

Eight quick questions about how you quote today, and an honest read on whether paper, a spreadsheet, a photo-based app or a full job management system fits your shop.

Reviewed for 2026, updated September 8, 2026.

1. How many quotes do you send in a typical month?

2. Where do you usually build the quote?

3. Who else touches a quote after you write it?

4. How do photos fit into your quotes today?

5. Where does your pricing live right now?

6. What happens after a customer says yes?

7. What frustrates you most about quoting right now?

8. How do you feel about new software on your phone?

How this quiz works

Each answer nudges you toward one of 4 profiles. The result is guidance, not a verdict: read the matching pages, then use the free tools to put numbers on it.

Complete guide, Compare options, Free tools.