QuoteSter | Proposal automation

Available with ClientTether

Turn estimator notes into proposals that follow your rules.

QuoteSter helps estimating and operations teams carry customer requests, scope, exclusions, pricing, and company requirements from notes or recorded walkthroughs into a structured proposal draft. Your estimator reviews, adjusts, and sends.

Schedule a demo Explore pricing

Illustrative QuoteSter proposal example with company standards applied
Illustrative proposal output, not a live product screen or customer quote.

From conversation to draft

Keep the job details. Apply the rules. Leave the final decision with your estimator.

01

Capture the job

Start with estimator notes or a recorded walkthrough. QuoteSter organizes customer requests, scope details, exclusions, and uncertainties for the draft.

02

Apply estimating standards

Use your configured rules for pricing, scope, required related work, margin, exclusions, and approvals—according to the fields and actions supported by your workflow.

03

Prepare a proposal draft

QuoteSter carries the conversation into a structured draft so important details are easier to review than if they were retyped from memory.

04

Review, adjust, and send

Your estimator checks the draft, resolves anything unclear, makes adjustments, and sends the proposal to the customer.

Watch a sample demo

See notes become a proposal draft.

Then try the interactive sample to choose a trade and see example inputs, outputs, and rule mapping.

Explore the interactive QuoteSter example

Configuration

Encode how your business estimates—not just how a template looks.

Configuration starts with your real estimating work: the information you collect, how you define scope, what you price, which related tasks must be included, and what needs approval.

Define what goes into scope

Capture required job details, inclusions, exclusions, customer selections, related work, and the questions that should be resolved before a proposal is sent.

Apply pricing and margin rules

Configure the supported pricing inputs and calculations your estimators use, including labor, materials, markups, or margin rules where available in the connected workflow.

Keep review in the process

Specify the checks, approval points, and exceptions that should be brought to a person. QuoteSter prepares the draft; the estimator retains review and sending responsibility.

The specific fields, calculations, and approval behavior depend on your configured rules and the connected proposal workflow. Confirm scope during setup.

Platforms and availability

Use today’s ClientTether workflow. Plan for what comes next.

Available today

ClientTether

Build proposal drafts within your existing ClientTether workflow.

Coming next

QuoteSter Native

Native proposal creation, review, sending, and electronic signature are planned. Customers will continue to collect payment through their existing external payment or POS system. QuoteSter Native is not available today.

Planned integrations

Jobber, Housecall Pro, and ServiceTitan

These proposal-system integrations are planned, not currently available. New proposal-system integrations typically take three to four weeks, subject to scope, platform capabilities, and required access.

Tell us which platform you need. Customer requirements help guide what we build next. New integrations are scoped separately.

Compare fit

Choose between an estimating platform and rules applied in your proposal workflow.

Handoff, Clear Estimates, and Buildxact overlap with QuoteSter in job estimating and proposals. They also describe broader standalone construction workflows. The right comparison depends on what you want one system to own.

Handoff

Handoff describes an AI teammate for residential construction, including lead tracking, estimates, proposals, client portals, project workflows, and invoicing. Evaluate it when you want a broader contractor business platform and estimate workflow.

Handoff product overview

Clear Estimates

Clear Estimates describes an estimating and proposal product with a cost library, templates, AI-assisted estimating, electronic signature, invoicing, and payments. Evaluate it when the estimating system and its cost data should be the main workspace.

Clear Estimates product overview

Buildxact

Buildxact describes estimating and quoting alongside takeoffs, scheduling, job management, and financial tools for builders, remodelers, and trades. Evaluate it when you want estimating connected to a wider construction-management platform.

Buildxact product overview
Where QuoteSter fits: QuoteSter applies your configured company rules to estimator notes and walkthroughs. ClientTether is available today; QuoteSter Native and other proposal-system integrations are roadmap items. These tools overlap in proposal creation, and capabilities vary by plan and configuration. Ask each provider to demonstrate your same sample job, rules, review steps, and payment flow.

Competitor descriptions summarize official product pages reviewed November 13, 2026. They describe vendor positioning, not independent performance tests.

Pricing and implementation

A flat subscription per location. New integrations scoped separately.

QuoteSter is $295 per location per month. Annual prepayment includes the published 15% discount. ClientTether is available today. Integrations with existing software cost up to $5,000 per integration and typically take three to four weeks; final scope, price, and timing are confirmed before work begins.

Schedule a demo See shared pricing and policies

Frequently asked questions

QuoteSter FAQs

Does QuoteSter only work as an add-on to another proposal system?

ClientTether is available today. QuoteSter Native is planned to bring proposal creation, review, sending, and electronic signature into QuoteSter itself; it is not available today.

Does QuoteSter send a proposal without review?

No. QuoteSter prepares a structured draft. Your estimator reviews, adjusts, and sends it.

How is QuoteSter configured?

Configuration captures how your business gathers job details, defines scope, prices work, handles exclusions and related work, and routes review or approval. The supported fields and rules are confirmed during setup.

How are payments handled?

For QuoteSter Native, customers will use the business’s existing external payment or point-of-sale system. QuoteSter Native is planned and not available today.

Which proposal integrations are live?

ClientTether is available today. Jobber, Housecall Pro, and ServiceTitan are planned integrations and are not currently available.

See how QuoteSter would apply your estimating rules.

Bring a recent proposal, the notes behind it, and the requirements you want carried through.

Schedule a demo