Clear Estimates vs QuoteMachine

Clear Estimates is estimating software for residential remodelers, handymen, and general contractors. Its line-item database provides region-specific labor and material prices for more than 400 U.S. areas, with quarterly updates, and the pricing page lists more than 400 preloaded templates. Users can prepare itemized estimates and branded client proposals with scope of work and boilerplate language, then customize parts, templates, and boilerplate. Alternate prices can be added to a project as change orders. The software also creates payable invoices, with customers able to pay by credit card or ACH. QuickBooks Online and Desktop integrations are available to all customers; Pro adds estimate exports to BuilderTrend and connections to CRMs and other apps through Zapier. Standard includes one login, while Pro permits additional users for $9/month and can restrict sales users from changing prices or templates. The company offers setup walkthroughs, phone and email help, tutorials, videos, and monthly webinars. Standard starts at $59 a month when billed annually; a 30-day trial is listed.

QuoteMachine is a web-based quoting, invoicing and order-management product from QuoteMachine, headquartered in Montreal, Canada. It is designed for retailers that need customer-facing sales documents and payment workflows. Users can build quotes and other documents with logos, icons, product images and videos, then reach customers by email, SMS or chat from quotes, orders and invoices. Branded invoice templates support deposits, full or partial payments, and card or ACH transactions. Recurring invoices can use custom terms, intervals and durations, with optional automated card or ACH collection. Retailers can view inventory across locations, add catalog items to invoices or create items during a sale. Automated reminders, late fees and account statements support follow-up. Listed capabilities include e-signatures, quote and client activity tracking, analytics, reporting, custom branding, online payment collection and CRM integrations. Pricing is on request.