Manage enquiries
Keep contact details, requirements, documents and next steps in one client file.
Your discovery portal
See what My Quote Space can bring together for your team.
One workspace for enquiries, quotes, client conversations and project follow-ups.
What you can do
From first enquiry to the next job.
Prepare quotes
Build prices and options, then share a quote in your client’s portal.
Follow the project
Keep appointments, tasks, conversations, work and invoices connected to the same file.
Your customers’ client portal is private and available by invitation. This page introduces the app before you create your company workspace.
To try the app
Create your company workspace.
Sign in to the app by phone, email or Google, then set up your company. The app trial lasts 14 days from the creation of that workspace.
- Open the app and verify your identity.
- Select “Create a company” and set up your workspace.
- Explore the workspace and invite your team if needed.