Build an estimate your customer can review.
Write out the work and price, share the estimate and see whether the customer has opened or approved it. Reuse saved line items when the same job comes around again.
From line items to a quote you can send.
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.
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.
A quote they can open and sign on their phone.
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.
Reuse the line items from a previous quote.
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.
See which quotes are waiting for an answer.
A quote's status and follow-up history show where the conversation stands. The linked pipeline deal keeps its value and original estimate available when your team discusses the work.
of customers hire the business that quotes them first. Speed is not a nice-to-have: it is most of the decision.
The quote, approval and follow-up details.
Explore connections for quotes and payments.
Frequently asked questions
Questions about estimates, approvals or templates? Talk to us.
Contact usWhat happens after a quote is approved?
You can convert an approved quote to a booking. Review the services, pricing and customer details carried over before confirming 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?
The estimate records when it was sent and viewed, including the number of views. Use that history when deciding whether to follow up.
What's sent?
The shared estimate shows the work, quantities, line amounts and total for the customer to review. Open the customer view before sending to check that it matches the scope you priced.
What if I haven't sent it?
A draft hasn't reached the customer. Finish its details and send it before expecting a reply.
Does a view mean acceptance?
No. Opening the quote and approving it are separate events. Check its status.
What is a weighted deal?
Stage probability is applied to the quote value. The weighted amount sits beside the full value in the pipeline.
Using existing prices?
The CRM wizard has six setup steps. For quotes, have your current rates and standard terms ready, and ask which parts of a price list or estimate history can be brought across.
Give the customer the price and scope.
Build the price from line items and share the estimate for your customer to review. The quote keeps the details of the proposed work.