Quote builder

Quote Builder

Easily build structure and detail into your quotations and win more business!

Building well-laid-out quotations that clearly convey your services and ability to achieve a solution for a customer is often the difference between winning a contract or being overlooked.

Fieldmagic Configure Price Quote (CPQ) allows you to layout your products and services in a structured, professional format, with tools to ensure your company’s services are clearly highlighted.

Drag-and-drop quote groups

With easy to use grouping headers, you can quickly build out well-grouped quotes to clearly break up your quote for easier reading. Drag-and-drop your various line items and groups to further define your quote.

Save quotes as templates for re-use

Built out the perfect quotation that has all the right groupings, and descriptions? Simply save this as a template for re-use later to save time and ensure you retain that winning formula.

Include a professional cover letter

For a more professional quotation use our cover letters tool to build out a text-formatted letter that explains your proposed service offering, products and approach.

Using the same cover letter for more than one quote? Store this as a template and turn make your quoting game pro! Your customers will appreciate your well-explained offerings, that took you only seconds to include.

Attach Additional Documents to Quotes

Product data sheets can help you provide more information and increase your chances of winning new business.

Quickly drag-and-drop to upload additional documents to your quotes, or select from a library of your stored documents in Fieldmagic.

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Fieldmagic: How to Improve Contract Management and Boost Client Trust

Contract management is often a challenge for service businesses. When documents are spread across emails, spreadsheets, and filing cabinets, it’s easy to lose track. The result is missed renewals, delayed invoices, wasted time, and frustrated customers.Fieldmagic’s Contracts Module solves these issues by centralizing everything in one secure, cloud-based system. Each contract is linked to the right customer, site, and assets, so details are always just a click away. No more searching through different folders or worrying about outdated versions—everything your team needs is organized and accessible.Automatic reminders also take away the stress of remembering important dates. Renewals and inspections are flagged in advance, keeping your business compliant and giving customers confidence that deadlines won’t be missed. This reliability builds trust and positions your business as dependable.In addition, Fieldmagic provides clear dashboards that show which contracts are active, expiring, or overdue. Managers gain real-time visibility, avoid revenue loss, and can make decisions with confidence.Most importantly, streamlined contract management leads to stronger customer relationships. When services run smoothly and billing is accurate, clients trust your business—and that trust drives renewals, referrals, and long-term loyalty.