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Quoting & Estimating

Professional quotes, built in minutes on-site

Create itemised quotes on your phone while standing with the customer. Let AI draft the line items, send a branded PDF, and convert accepted quotes to invoices in a single click - no paperwork, no re-entering data.

Included on every plan from £34.99/month (inc. VAT)30-day free trialNo credit card

features

Everything you need to win more work

From the first line item to the signed-off job, HiveSuite handles the full quoting workflow.

Quote on-site, on your phone

Open HiveSuite on any smartphone, build a fully itemised quote while you're with the customer, and send it before you leave - or, with no signal, write it offline in the Android app and it sends when you reconnect.

AI-drafted line items

Describe the job in a few words and HiveAssist suggests labour, materials, and any extras for you. Review, tweak, and send.

Multi-option packages

Send good, better, and best pricing in a single quote, with optional extras customers can tick on top. Customers choose the scope that suits their budget, and you win the job either way.

Branded PDF templates

Every quote goes out as a polished PDF with your logo, colours, and business details. Design the layout in Template Studio or use a built-in design.

Pull from your stock listNew

Add materials and services directly from your inventory catalogue - prices and descriptions auto-populate. Add a whole Item Kit in one go, or save a quote's stock lines as a new kit.

Cost, markup & profit

Give each line a cost as well as a price and the markup is worked out for you. The internal profit panel shows your margin. Costs never appear on the PDF or the customer link.

Calculated fields & surcharges

Set up percentage mark-ups, call-out charges, or travel surcharges that calculate automatically as you build each quote. No mental arithmetic needed.

Custom fields

Add your own fields to quotes - site address, access notes, warranty terms, or any other detail your business needs to capture at quoting stage.

Terms, signature & depositsNew

Ask customers to agree to your T&Cs, sign on screen or type their name to accept, with a certificate of completion kept on the quote. Add a deposit and, with card payments on, they can pay it straight away.

One-click to invoice

When a quote is accepted, Raise Invoice creates the invoice in a single click, or Book as Job makes a HivePlanner job that takes the quote's lines. All line items, totals, and customer details carry across - no duplication. Pairs with HiveSuite invoicing.

Quote tracking & status filters

See exactly when a customer opens your quote. Filter all your outstanding, accepted, and rejected quotes by status so nothing slips through.

Questions and chasing

Customers can ask a question from the quote link and you reply from the quote page. Chase this Quote sends a reminder text, and Reopen for response lets them answer again after you change the price.

Powered by HiveAssist AI

Stop typing out the same line items

Repetitive quoting eats into time you could spend on jobs. HiveAssist changes that. Type a short description of the work - "replace boiler flue and fit new programmer" - and the AI suggests a structured list of labour and material line items, each with quantities and descriptions.

You stay in control: review every line, adjust prices, remove anything that does not apply, and add items the AI missed. The draft gives you a running start rather than a blank page.

Learn about HiveAssist

  • Describe the job in plain EnglishNo special syntax or prompts. Write it the same way you would explain it to a customer.
  • Get a full itemised draftLabour lines, materials, and additional charges appear in seconds, ready for your review.
  • Approve, edit, and sendAdjust any line, add your own, remove anything irrelevant, then send.
  • Works with your stock listCombine HiveAssist with your stock items and Item Kits for even faster turnaround.

the details

Quotes that turn into paid work

Built for the business side of quoting

  • Item Kits for your most common jobs - build once, add every item in one go
  • Your stock list of products and services, so labour rates and materials stay consistent
  • Hidden items for your reference only - they become cost lines on the job if you book one
  • Filter quotes by status - draft, sent, accepted, rejected, expired
  • Attach photos, documents, or site surveys directly to a quote
  • Customer records and quote history stored in HiveCRM for every job

Designed for UK trade businesses

  • GBP pricing with VAT added on top and handled correctly on every line item
  • Customer accepts online from a private link - no printing or scanning
  • For customer-facing options, deposits, and extras see Interactive Quotes
  • Accepted quotes convert to jobs and invoices - the whole workflow in one platform
  • A phone-friendly quotes list with tiles for what is awaiting a reply, accepted or has a deposit due
  • Included on every plan from Solo (£34.99/month inc. VAT) - no quoting add-ons

Want customers to choose their own options?

Interactive Quotes take the customer-facing experience further. Customers can pick between options, add optional extras, accept online, pay the deposit by card straight away, and message you - all from a branded link, without logging in.

questions

Quoting software FAQ

Can I create quotes on my phone while on-site with a customer?

Yes. HiveSuite is fully mobile-responsive and the quoting tools work on any smartphone. You can build a quote, add line items, attach photos, and send it to the customer before you leave their property. No signal? In the HiveSuite Android app you can still write the quote offline (and create the customer if they are new), then save it as a draft or set it to send automatically once you are back online.

How does the AI quoting feature work?

HiveAssist, HiveSuite's AI assistant, reads a short description of the job and suggests itemised line items for you - labour, materials, and any additional charges. It can also suggest Good, Better and Best packages. You review, adjust, and send. It saves time on repetitive or complex quotes.

Can I send quotes with multiple pricing options?

Yes. Multi-option quotes let you present good, better, and best packages in a single quote, with optional extras the customer can tick on top. Customers can see the difference in scope and price and choose the option that suits them online.

Can customers sign and accept my terms?

Yes, if you want them to. You can require customers to agree to your terms and conditions, sign on screen and type their full name before accepting. When they sign, a certificate of completion with the signing details is kept on the quote for you to download.

Will I know when a customer has viewed my quote?

Yes. HiveSuite tracks when a quote is opened. View history is logged on the quote timeline so you can see whether a customer has read it and follow up at the right time.

How do I convert an accepted quote into an invoice?

With one click. Once a quote is accepted, Raise Invoice creates the invoice directly from the quote screen. All line items, customer details, and pricing carry across automatically - no re-entering data. Book it as a job instead and the job takes the quote's lines, so the invoice can be raised from the job when the work is done.

Is quoting included on all HiveSuite plans?

Yes. Quoting is included on every HiveSuite plan from Solo at £34.99/month (inc. VAT). There is no feature tier that restricts quoting. A 30-day free trial is available with no credit card required.

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