Estimates & quotes

Send quotes that close. Track every dollar.

Stop losing jobs to slow quotes and forgotten follow-ups. Build professional estimates in minutes, send them instantly, and know the moment a customer says yes.

Corporate wellnessStudio rentalsTrades Home servicesField service

ESTIMATE BUILDER

Build quotes in minutes, not hours.

A guided five-step flow: customer and job details, line items, tax and discounts, notes and terms, then send. Sending generates a shareable link, creates a deal in your pipeline and timestamps everything.

LINE ITEMS

Services, materials, labour: priced as you go.

Add any mix of services, materials, labour or custom lines with their own quantities and rates. Mako totals the subtotal, applies your discount, calculates tax and shows the customer-facing figure while you build.

Percentage or fixed discounts
Tax by service type or a default rate
Live totals as you edit
EST-2052 · Northgate Physio
$3,865.31
Draft
ridgelinestudio.mako.so/q/2041 Approved
ESTIMATE EST-2041
Corporate wellness · 12 weeks
Prepared for Vantage Health · valid until Aug 15
Signed by Dana Whitfield · Operations Lead
Accepted
Jul 24, 4:12 PM
Signature, timestamp, IP and deviceRecorded
Deposit collected on approval$966.33
Converted to scheduled work12 sessions
DIGITAL APPROVAL

They say yes on their phone. You know instantly.

Customers open the full estimate on any device and accept by entering their details and signing on screen. No account, nothing to print. You get the signature, the timestamp and a locked record of what they agreed to.

Approve, sign and pay a deposit in one flow
Open and view tracking on every quote
One click from approved quote to booked work
TEMPLATES

Quote the same job twice? Do it once.

Save any estimate as a template: title, notes, terms, tax rate and every line item with its quantities and prices. The next time that job comes up, start from it and adjust rather than rebuild.

Line items, notes and terms all saved
Usage counts show what actually wins
Edit a template without touching sent quotes
Most-used template
Studio rental · monthly
Line items saved2
Times used14
Average time to send2 min
Won from this template11 of 14
Templates carry their own tax rate, so a quote sent from a saved template needs no setup at all.
Follow-ups on autopilot
Reminder after 2 days, again at 5, final nudge at 7
Reminder 1 · Brightside DentalSent Jul 24
Reminder 2 · Cedar Lane ClinicSent Jul 17
Nudge · Halden StudiosTomorrow 9:00 AM
EST-2049 · never sentWaiting on you
Replies attributed to a reminder38%
Average days to decision4.6 → 2.9
FOLLOW-UPS & PIPELINE

The quote you forgot to chase is the job you lost.

Set the timing once and Mako nudges anything unanswered. Every sent estimate also becomes a weighted deal in your pipeline, so your forecast is built from real quotes rather than optimism.

Reminder cadence you control
Six pipeline stages, each weighted
Deals linked back to the original quote
68%

of customers hire the business that quotes them first. Speed is not a nice-to-have: it is most of the decision.

FROM QUOTE TO BOOKED

Everything between "how much?" and "when can you start?"

INTEGRATIONS

Connect with your favourite tools.

Request additional integrations
FAQS

Frequently asked questions

Having any issues? Report them to our team.

Contact us
What happens after a quote is approved?

You can convert it directly into a booking with one click. All services, pricing and customer information carry over automatically. No retyping, and nothing gets lost between the yes and the work.

Can I save quotes as templates?

Yes. Save any estimate as a template and it keeps the title, notes, terms, tax rate and every line item with its quantities and prices. Starting a new quote from it is one click.

Do customers need an account to approve a quote?

No. They open a shareable link, review the full estimate on any device, enter their details and sign on screen. Nothing to download, no login to create.

Can I add discounts and taxes?

Yes. Apply a percentage or fixed discount, and set tax by service type or as a default rate. Mako calculates the subtotal, discount, tax and total as you build.

Can I tell whether a customer has opened the quote?

Yes. Every estimate tracks when it was sent, when it was viewed and how many times, so you know whether silence means "not yet read" or "needs a call".

What is Mako?

Mako is built for service businesses. It brings CRM, scheduling, payments, team tools, AI features and financial reporting into one app, so you can run the business without piecing together several systems.

Is there any demo available?

Yes. The guided product demo requires a valid work email. No credit card or sales call is required.

Can I import my existing customers?

Yes. Upload a CSV file and Mako will map your columns to customer fields and tags.

Do you perform full migrations?

Yes. Upon a full year commitment, our team can look at what you have on other platforms and perform the migration for you.

How long does setup take?

The onboarding wizard walks you through 6 steps: your business info, your profile, how you work, your services (pre-populated based on your industry), your booking link, and inviting your team. Most users are up and running within a single session.

Quote today, booked tomorrow

Start today.

Mako estimates are fast to build, easy to approve and impossible to forget about.