The estimate lives in a spreadsheet. The invoice lives somewhere else. Neither knows about the other.
You quote in Sheets or Word. You negotiate over email. You re-type the line items into QuickBooks. You hope the version they approved matches the invoice you just sent.
It’s not a process problem. It’s a missing connection.
Quote to cash. No spreadsheet, no re-keying.
From first line item to signed-off invoice — every revision tracked, every approval logged, and no data ever re-entered by hand.
From deal to invoice. One unbroken thread.
The estimate starts on a deal, gets approved in the portal, converts to an invoice in accounting, and is stored with the documents — all without leaving PrimeBase.
Online quoting software your team can actually keep up with.
Build a quote in minutes. Send to the client portal. They approve in one click. Versioning is automatic — every revision is saved. Internal sign-off can be required before anything goes out. The whole quote-to-cash loop runs in one place — no spreadsheets, no PDFs floating in email, no “which version did they approve?”