Add-on module
Quote the work, then watch it turn into a job.
A pipeline for the work you are chasing, and priced estimates you can send the same afternoon — line items that add themselves up, your terms saved once and reused, and a PDF on your own letterhead.
Who it's forThe owner who is also the salesperson, quoting from a Word template and remembering the follow-up by luck.
Sold on its own — $49.99/mo or $499/yr, including 400 extra AI credits a month, no other TRACE subscription needed. Also available as an add-on to any plan. Create your account or see pricing.
What it does
Clients, in detail.
A pipeline with your firm's stages on it
Your own stages and odds, as a board or a list, with a forecast weighted by the month the work should land.
A record of what was actually said
Every deal keeps a dated timeline of calls, emails, quotes and tasks, so picking it up after three weeks starts with its history.
Quiet deals get flagged
When an open deal goes quiet or slips past its close date, its owner hears about it.
Estimates that price themselves
Line items, a saved rate card and your saved terms, with the total and the margin kept right as you type.
See the PDF before you send it
The quote renders on your letterhead exactly as the client will get it, and they accept it from a private link.
The quote becomes the job and the invoice
An accepted estimate carries its lines into Project Management and Ledger, so the number you quoted is the number you bill.
How it works
Day to day.
- 1
Log the opportunity
Enter it yourself, or let your public lead form file it for you.
- 2
Price it and send it
Build the estimate, check the preview, and email it.
- 3
Turn a win into work
Won deals become jobs and invoices without retyping.
A quoting tool, not a sales machine, and your client doesn't log in to it
This is built for a consultancy quoting technical work: no email sequences, no lead scoring, and nothing reads your inbox unless you ask it to. Your client never sees your pipeline, only the quote you send and the private link to accept it.
Named for reference. TRACE is an independent product: it is not affiliated with, endorsed by, sponsored by or accredited by Microsoft, or by any other organization whose standards, programs or products it works with. Their names and marks are their own, used to say what TRACE helps you track.
Want to see it on your own program?
Tell us how your NDT program runs today and we'll show you how this fits it.