Use Quote Cactus to turn prospects into repeat customers with digital estimates and quotes. We’ve built our software around a simple process that takes projects from quick estimates to detailed quotes to approval. Follow up via messaging at any point during the process so you can make sure you get the job.
Keep Track Of Every Lead Without The Chaos
Requests gives you one organized place to capture customer inquiries from any source—your landing page, text messages, or manual entry. Respond faster, stay organized, and convert more prospects into paying customers. Every inquiry tracked, nothing slips through the cracks. Read the guides...
Receive customer inquiries from your landing page, text messages, or manual entry.
Step 2
Review prospect details, communicate through messages, and gather project information.
Step 3
Convert requests into quotes or estimates with one click.
Text Your Customers. Win More Jobs With SMS.
Prospects contact many contractors to find the right person to handle their job. Whoever responds first usually wins the job in the end. Quote Cactus lets you text customers directly from your dashboard, where you can respond in 5 minutes from just about anywhere.
A new request comes in, and you text them immediately: "Got your request! I'll have a quote ready today."
Step 2
Send your estimate or quote, with an auto-text: "Your quote is ready, click here to view."
Step 3
Customer replies directly to your Quote Cactus number with questions. All messages are saved with their project details.
Step 4
Follow up after 2 days if they haven't responded, so you never let a lead go cold.
Manage All Your Communications In One Place
Make sure good prospects don’t get lost in all the noise of other emails and texts with timely follow-up via our centralized messaging tools. Better communication with prospects wins jobs over your competitors.Read the guides...
Prospects get notified via email when they have a new message to view.
Step 3
You’ll be notified via email when they respond.
Use Estimates To Gauge Prospects
Send estimates quickly and easily to gauge their budget and timeline. Cut down on the driving and back and forths with prospects that aren’t going anywhere. Focus your efforts on projects that will get approved and completed so you can get paid.Read the guides...
Build a quick estimate with basic details about the project.
Step 2
Send it to the prospect. They’ll be sent a link via email where they can view the estimate in a secure portal branded for your business.
Step 3
Prospects can approve, reject, or ask follow-up questions about the estimate.
Step 4
Depending on how they respond, you can start to work on a complete quote for the project, including scheduling any on-site visits a quote would require.
Build And Manage Quotes Digitally
Build and send quotes to multiple prospects in minutes. You can update quotes based on follow-up questions. Digital quotes make approval fast and easy for customers, so your work schedule stays full.Read the guides...
Build a detailed quote with all the details about the project, including the dates, line items, and cost.
Step 2
Send it to the prospect. They’ll view it in the same secure portal where they approved the estimate.
Step 3
Prospects can approve, reject, or ask follow-up questions about the quote.
Step 4
If they approve, you can schedule the project and get ready to work! If they reject it, you can follow up or update until it’s approved.
Professional Customer Portal, Not Just PDFs
Most contractors send PDF quotes via email that get lost in inboxes. Your customers get a secure portal where they can view all your estimates and quotes, compare pricing options side-by-side, and accept them with one click.
