Professional Quotes

Build professional, itemised quotes in minutes - not hours.

Stop copy-pasting old emails or typing quotes from scratch in Word. CMA lets you build clean, itemised quotes using your saved product catalogue. Add line items, set quantities, apply tax rates, and send the quote to your client digitally. They accept with one click through their portal - no printing, no scanning, no chasing.

What you get with Professional Quotes

Product catalogue

Save your common materials, services, and labour rates. Reuse them across quotes without retyping prices every time.

Itemised line items

Each quote breaks down materials, labour, and costs. Clients see exactly what they are paying for.

Automatic tax calculation

Set VAT rates per product. CMA calculates subtotals, tax, and totals automatically.

Digital acceptance

Clients accept or decline through their portal with one click. No more printing, signing, and scanning.

Quote-to-invoice conversion

Accepted quotes convert to invoices with a single click. No re-entering data.

Status tracking

Track every quote from draft to sent, accepted, declined, or expired. Never lose track of what's outstanding.

How does CMA help me create professional quotes?

1
Select the client

Choose from your existing client list or add a new one.

2
Add line items

Pick from your product catalogue or add custom items with descriptions and pricing.

3
Send the quote

The client receives the quote and can view it in their portal.

4
Client accepts

One-click acceptance. The quote status updates and you can convert it to an invoice.

Explore more CMA features

Ready to try Professional Quotes?

Start your 14-day free trial and see how CMA simplifies your trade business. No credit card required.

© 2026 Use CMA. All rights reserved.