In service industries, winning new work often comes down to how quickly and professionally you can deliver a quote. But chasing approvals, sending reminders, and managing follow-ups can drain valuable time and resources.
That’s why Nexus Service Manager’s quoting tools are designed to make the process seamless. From creating customised quotes to automating reminders and enabling online approvals, Nexus helps you convert more opportunities into sales while reducing admin.
Here’s how it works.
Benefits of Smart Quoting
Customisable Quote Types and Templates
Build professional quotes that reflect your business. Choose from custom templates and tailor them to suit different services, industries, or client preferences.
Seamless Onsite Proposals
Proposals can be created onsite as Service Reports, generated as PDFs, and uploaded to Google Drive or other document sharing platforms. Paste the link directly into a Nexus Quote so clients can access, sign, and return the document with ease.
Automated Reminders
Stop wasting time chasing clients manually. Nexus lets you set up to three automated email reminders for each quote, ensuring you stay top-of-mind without lifting a finger.
SMS + Email Options
Choose the communication method that works best for your clients. Whether by email or SMS, reminders and updates go out automatically.
Online Approvals and Declines
Simplify the client decision process with an online approval link. Clients can also decline quotes and you can record declined quote reasons — giving you valuable insight into lost opportunities.
Instant Notifications
When a quote is approved, you’ll receive an email alert so you can move forward immediately. All approved quotes are auto-saved to the customer’s file for accurate record-keeping.
Transparency for Your Team
Run an “unknown quote report” to see what’s outstanding, which quotes have been followed up, and which are awaiting client action.
Why Quotes Matter More Than Ever
Today’s customers expect speed, clarity, and convenience. Slow, paper-based quotes risk losing business to faster competitors. By modernising your quoting process, you deliver:
Speed: Onsite proposals, instant PDF generation, and quick delivery.
Professionalism: Clean, consistent templates that showcase your brand.
Convenience: Online approvals and reminders keep the process moving.
Visibility: Your team stays informed with real-time status updates.
Why Nexus Service Manager’s Quoting Tools Stand Out
Nexus makes quoting more than just a document — it’s a complete sales tool:
Fully customisable quote templates for different services
Onsite proposal creation with instant PDF generation that can be linked to the quote
Automated quote reminders by email and/or SMS
Easy to use and navigate online quote approval and detailed quote decline reporting with reasons
Email alerts to admin for approvals and system-wide reporting
Seamless integration with client files and cloud storage
With Nexus, quoting isn’t just easier — it’s smarter, faster, and designed to help you win more business.
Ready to Convert More Quotes?
Stop chasing approvals and start closing deals with Nexus Service Manager’s powerful quoting tools.
Contact Nexus Service Manager today to see how automated quoting can streamline your sales process.
Book a Demo