How to use QuickEstimate
Follow these steps once. After that, every new quotation takes about 2 minutes. Total setup time: around 10 minutes.
Start your free trial
Sign up with your name, business name, email and industry. You get 14 days and 15 quotations free. No card needed.
💡 Tip: Choose the right industry. It decides which sample price list you get.
Add your price list
Quotations use your own rates. Load a sample list in one click to try it, or import your real list from Excel/CSV, a photo of a printed rate list, or a PDF. Check the preview and import.
💡 Tip: A clear, straight photo in good light gives the best results. You can edit any item later.
Add your company details
Add your logo, GSTIN, address, phone, and bank or UPI details. They appear on every quotation PDF, and your GSTIN decides CGST + SGST or IGST automatically.
💡 Tip: Terms and conditions can be changed on each quotation, in the Terms & notes box.
Add the customer's enquiry
Copy the customer's WhatsApp message and paste it, or upload a photo of the handwritten parchi. Messages in English, Hindi or Hinglish work. The AI reads the items and quantities.
💡 Tip: Pick the customer (or add a new one) so the quote has their name and GSTIN.
Check the items and create the quote
Each line is matched to an item in your price list. Fix anything that is not right, change quantities, then create the quotation. Rates, discounts and GST are filled in for you.
💡 Tip: Items the AI is not sure about are highlighted. Check those first.
Send it on WhatsApp
Open the quote and send it. WhatsApp opens with the customer's number and a ready message with the quotation link. The customer can view and download the PDF.
💡 Tip: You will see "Sent" and "Viewed 2x" on the quote once the customer opens it.
Follow up and win the order
QuickEstimate reminds you to follow up after 2 and 5 days, with the message ready. When the customer decides, mark the quote Won or Lost to track your win rate.
💡 Tip: A polite follow-up often wins orders that would otherwise go to another shop.
Install the app on your phone
On Android, tap Install app and it is added to your home screen like any other app. On iPhone, open the site in Safari, tap Share and choose Add to Home Screen.
💡 Tip: Your data stays safe on the server. The app only saves design files on the phone.
Common questions
Do I need to type all my items?
No. Import them from Excel/CSV, a photo or a PDF of your rate list. Or start with the sample list and replace the rates later.
What is an AI read?
Each time the AI reads a customer message, a photo or a price list, that is one AI read. Creating or editing quotes yourself does not use AI reads.
Does it handle IGST for other states?
Yes. If the customer is in another state (based on GSTIN), IGST is applied automatically. You can change it on any quote.
Can my staff use it?
Yes, depending on your plan. Add users from the Users page and choose their role.
Is my data safe?
Every business's data is kept separate and protected by login, and the database is backed up every day.
Still stuck? We will set it up with you.
Ask on WhatsApp · +91 97245 04266