Quoting

Send a quote customers can act on.

Turn an approved estimate into a clear customer-facing quote, keep its status visible and give the customer a straightforward route to review and accept.

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Move Agent removals quoting workflow showing a customer-facing digital quote and acceptance

The short answer

Turn an approved estimate into a clear customer decision

Move Agent Quoting is the customer-facing stage that follows Estimator review and approval. It helps the team create and send a professional removals quote without rebuilding the commercial decision in another document.

Manage the quote, keep follow-up and status visible, and record the customer’s digital acceptance before the work continues into scheduling.

  • Approved estimate into quote
  • Sending and follow-up managed
  • Digital customer acceptance
A good price still loses momentum inside a poor quoting process

Exposed

A good price still loses momentum inside a poor quoting process

When approved pricing is copied into documents, sent through personal inboxes and chased from memory, the team cannot see which version the customer received or what needs attention next. Decisions slow down and accepted work reaches operations with avoidable gaps.

What keeps quotes from becoming decisions?

Manual quote documents Unclear quote status Forgotten follow-ups Multiple versions Slow customer acceptance Weak handoff after approval

The solution

Make the quote easy to send, follow and accept.

Quoting keeps the approved commercial decision connected while the customer reviews it and the team manages the response.

Make the quote easy to send, follow and accept.

How Move Agent Quoting helps

Start from an approved decision

Move the reviewed estimate into the customer quote workflow without reconstructing its commercial basis.

What you get

Less re-entry Clear ownership Consistent handoff

Present a professional quote

Give the customer a clear, branded view of the proposed work, price and next action.

What you get

Customer clarity Consistent presentation Stronger confidence

Manage the response

Keep sending, status, follow-up and acceptance activity visible until the customer reaches a decision.

What you get

Visible progress Fewer missed chases Clear outcome

The outcome

Less quote admin. A clearer path to yes.

Help customers understand the offer and help the office know what is waiting, what needs attention and what has been accepted.

Less quote admin. A clearer path to yes.

Create from approved work

Keep the customer quote connected to the estimate already reviewed by the team.

Present consistent digital quotes

Give customers a professional quote experience across the devices they use.

Keep quote status visible

Understand which quotes are awaiting a response and which have reached a decision.

Reduce manual chasing

Support a consistent follow-up process instead of relying on personal reminders.

Record digital acceptance

Give the customer a clear route to accept and retain the decision within the quote record.

Hand accepted work to planning

Carry the confirmed commercial outcome into Job Planner without starting the move again.

Connected workflow

From approved estimate to accepted quote

  1. Estimate approved
  2. Quote prepared
  3. Team reviews
  4. Quote sent
  5. Follow-up managed
  6. Customer accepts
Removals office team, surveyors and moving crew working together

Who it helps

Built for the people turning a price into a booking

Quoting gives commercial teams one controlled customer-facing stage between estimate approval and operational scheduling.

  1. For

    Estimators

    Move an approved commercial decision into the quote without rebuilding the work.

  2. For

    Sales and office teams

    Send quotes, manage customer questions and keep follow-up visible.

  3. For

    Owner-managers

    Keep presentation and acceptance consistent without losing control of the commercial process.

  4. For

    Growing removals firms

    Use one repeatable quoting process across multiple estimators and office users.

Common quoting questions

Questions removals teams ask before changing quote software

Clear answers about Estimator, digital quotes, branding, follow-up, acceptance, revisions and the handoff into planning.

Removals quoting software manages the customer-facing offer for a move. It helps a removals company create, send, track and follow up quotes, then record the customer’s acceptance without relying on separate documents, inboxes and reminder lists.
Estimator supports the operational and commercial review that happens before anything is sent to the customer. Quoting takes the approved result and manages the customer-facing document, sending, status, follow-up and acceptance. They are connected modules with different responsibilities.
Yes. The approved Estimator result can move into Quoting so the team does not have to reconstruct the commercial decision in a separate document.
Yes. Move Agent supports a consistent customer-facing quote experience that reflects the removals company rather than an improvised attachment or spreadsheet.
Yes. The customer can review the digital quote and use the provided acceptance route, allowing the decision to remain connected to the quote record.
Yes. Digital acceptance supports an electronic sign-off and a clearer record of the customer’s decision. Each company remains responsible for ensuring its quote wording and terms meet its legal and commercial requirements.
Yes. Quote status remains visible so authorised staff can distinguish between work awaiting a customer decision and quotes that have progressed, changed or been accepted.
Yes. The workflow can support consistent follow-up so suitable quotes do not depend entirely on someone remembering to chase them. Staff retain control of the customer relationship and appropriate next action.
The team can review the customer-facing quote and manage necessary changes before the final commercial decision is confirmed. The purpose is to keep the current version and its status clear rather than creating conflicting documents.
Surveyor Hub evidence can remain connected to the internal review that supports Estimator and Quoting. The professional team decides what belongs in the customer-facing quote rather than automatically exposing the full survey record.
No. Quote acceptance records the customer’s commercial decision. Deposits, invoices and payment activity are managed through the relevant connected invoicing and payment workflows.
The accepted work can continue into Job Planner for dates, phases, crews and vehicles to be confirmed, while the approved customer and commercial context stays connected to the move.

Related Move Agent pages

Estimator Surveyor Hub Automated Follow-ups Job Planner
Move Agent removals quoting workflow showing a customer-facing digital quote and acceptance

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