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Product / Quoting & Design

Draw it, price it, send it — without leaving the tool.

UpdatesPad's quoting tool was built for countertop work specifically — slab layouts, edge profiles, cutouts, seam planning, materials, and pricing — all in one place. The customer gets a clean PDF and a one-click approval link. You get a real quote, fast.

A countertop quote lives in four places.

You drew the layout in one app. You priced it in a spreadsheet. You sent the PDF from Gmail. The customer texted back asking to switch the edge profile. Now you're not sure which version is current, and you've got the same quote sitting in four different states across four different tools.

That's the way countertop quoting actually happens in most shops. Not because anyone designed it that way — because the right tool for the whole quote doesn't exist for most shops. Generic estimating tools don't understand a slab. Drawing tools don't understand pricing. Quoting tools don't understand edge profiles. So you end up bouncing between three or four pieces of software per quote, and praying nothing falls out of sync.

The quote isn't the hard part of the work. The managing the quote is.

One tool for the whole quote.

A real layout, not a generic shape.

Draw the layout the way the kitchen actually is — straight runs, L-shapes, U-shapes, islands, peninsulas, backsplashes. Add corners, set seam direction, mark cutouts for sinks and cooktops, account for overhang. The layout is structured data, not a freehand drawing — which means pricing reads from it automatically.

Materials that know what they are.

Pull from your material catalog — quartz, granite, marble, quartzite — with supplier, slab dimensions, and pricing built in. Switch the material on a quote and the math updates. No re-keying. No "wait, what was the slab price again?"

Pricing that scales with the work.

Set up pricing rules once — by material, by edge profile, by cutout type, by labor — and they apply across every quote. Adjust line items by hand when a specific job calls for it. The total is always live, always accurate.

A PDF the customer can actually read.

Generate a clean, branded quote PDF with the layout, the line items, and a one-click approval link. The customer reviews it, approves it online, and the order is created in UP automatically. No printing. No DocuSign. No re-entry.

From the lead to the approved quote.

  1. 1

    Start from a lead, not a blank slate.

    Pull the customer's info from your CRM. Their contact, address, project type, and any notes are already there. You're not retyping anything.

  2. 2

    Draw the layout.

    Add the segments. Place corners and cutouts. Set the edge profile. Account for the slab and the waste. The visual is structured — UP reads it as data, not just a drawing.

  3. 3

    Apply materials and pricing.

    Pick the material from your catalog. UP fills in the slab dimensions and the base price. Add labor, edge profile pricing, cutout charges, install, delivery — whatever the job needs. The total updates as you go.

  4. 4

    Send the PDF.

    Generate the quote, send it from inside UP. The customer gets a clean PDF and a link. They can approve, reject, or request changes — all online.

  5. 5

    Approved quotes become real orders.

    When the customer approves, UP creates the order automatically. The job is in motion. Your CRM, your pipeline, your project list — all updated. You didn't have to do anything else.

Built for countertop work, not adapted from generic estimating.

Most quoting tools fall into two camps. The generic ones (built for any contractor) don't know what a slab is, what a seam is, or what an edge profile is — so you have to fake it. The deep ones (built for stone specifically) are usually expensive, configuration-heavy, and priced per user.

UP's quoting is shaped differently:

  • The vocabulary matches the trade. Slab, seam, edge profile, overhang, cutout, miter, waterfall. These aren't buzzwords on the marketing site — they're how the tool actually thinks about the work.
  • The layout is structured. Most drawing tools produce a picture. UP produces structured data, which means the pricing knows what it's looking at. Change the edge profile on the layout, the pricing updates. Switch from quartz to marble, the math reflects it.
  • The whole team can quote. No per-user fees. If you have two estimators, they're both on the system. If your office helps with quotes when things get busy, she has a login too.
  • The customer side is included. PDF generation, approval workflow, online sign-off — all in the box. No separate "client portal" subscription. No DocuSign. No printing.

Part of the whole job, not a separate product.

Your quotes are connected to everything else in UpdatesPad. Customer info comes from your CRM & Pipeline. Approved quotes become real orders, picked up by Jobs & Scheduling. The customer sees their quote and approves it through Client Updates. When the job invoices, it goes to Integrations (QuickBooks today) without you re-entering anything.

Get Started

Ready to run the shop with one tool instead of seven?

Tell us a bit about your shop and we'll set up a walkthrough on your kind of jobs.

No sales sequence. No pressure.