Move from opportunity to approved work without breaking customer context.
The estimates module already supports sending, reminder flows, tokens, statuses, and detailed record handling. It gives Genaya a structured quote lifecycle rather than a one-off document generator.
The most expensive gap in sales is right after "quote sent"
Quoting should be part of the operating system, not a detached sales step. Genaya keeps estimates close to customer records, appointments, and downstream billing so teams can move faster with fewer handoffs.
Quotes go out, then go quiet
The proposal was sent with real effort - then nobody chased it. Follow-up lives in someone's memory, and every silent day hands the decision to a competitor who called back first.
trending_downEvery silent day cuts the close rateProposals scattered across files and inboxes
A Word doc here, a spreadsheet there, three versions in an email thread. Nobody can say which price the client actually saw - or find the quote when they finally call back.
trending_downNobody knows which version the client sawApproval starts the retyping
The client says yes, and the real work begins: re-entering every line item into the appointment system, then again into the invoice. Three chances to typo the price the client agreed to.
trending_downSame data typed three times: quote, appointment, invoiceFollow-up that runs itself
Tokenized templates fill in the client and pricing details, and reminder flows queue themselves when a quote goes quiet. Every estimate carries its sent, viewed, and approved state - so "did they see it?" has an answer, not a shrug.
- checkTemplates with tokens - no copy-paste quoting
- checkReminders queue automatically on silence
- checkStatus on the record, visible to the whole team
Approval is a beginning, not a filing event
The moment a client says yes, the estimate stops being a document and becomes the source of truth for what happens next. Items, pricing, and client context flow into the work and the billing - nothing gets rebuilt by hand.
- checkApproved line items carry forward automatically
- checkClient, pricing, and notes stay on one record
- checkBilling starts from the numbers the client approved
A real quote lifecycle, not a document generator
Structured estimate records
Track statuses, details, totals, and communication history from a dedicated workflow layer.
Send and remind
Use built-in messaging and reminder flows to keep quotes moving without manual chasing.
Approval readiness
Support decision-making with cleaner presentation, timing, and record traceability.
Connected conversion
Keep the estimate anchored to the client, work, and financial flow that follows.
Quote to booked work in three moves
Build the estimate
Create the record with the right items, pricing, and account context.
Drive the decision
Send, remind, and track response status through a cleaner approval flow.
Convert to execution
Use approval as the transition point into appointments, schedule, and billing.
Quote it, send it, chase it - without leaving the record.
Templates, tokens, statuses, and reminder flows keep every estimate moving while the client, work, and billing context stays attached.
Built for the people who own the number
Sales teams
Keep proposals moving without juggling disconnected documents and CRM notes.
Operations teams
Read approved work faster because quote context is already part of the platform.
Finance teams
Protect pricing and conversion traceability before billing even begins.
Better because it is not alone
Estimates is one part of Genaya. A quote starts from the client record and, once approved, flows into the work, the schedule, and the invoice - without exports.
Clients
Every estimate sits on the client record, next to the calls, messages, and history behind the ask.
Appointments
An approved estimate becomes scheduled work with its line items and pricing already in place.
Invoices
Billing starts from the numbers the client already approved - no retyping, no drift.
Client Portal
Clients open, review, and approve estimates from a clean branded link on any device.
Questions teams ask before switching
The estimate flow is designed to stay attached to clients, work records, communication, and billing so approval does not become a dead-end document step.
Yes. The current estimate surface already includes sending, reminder flows, and tokenized template support.
Yes. Estimates go out as a link the client can open on any device to review the line items and approve. The response lands back on the estimate record, so the whole team sees the decision the moment it happens.
Yes. The same lifecycle fits a clinic quoting a treatment plan, an agency scoping a retainer, an advisory firm pricing an engagement, or a contractor bidding a build - line items, templates, statuses, and reminders are industry-neutral.
Approval is the transition point, not the end. The approved record carries its client, items, and pricing into the next operational step - the work, the schedule, and the invoice - without rebuilding the data by hand.
Send a quote your client can say yes to today
Build the estimate, send the link, and let the reminders do the chasing - approval to booked work in one connected flow.