Quote, follow up, and turn your quotes into profitable projects from your iPhone or iPad. CotizIA brings professional quotes, invoices, clients, and job tracking together in one app.
Built for technicians, installers, contractors, workshops, distributors, and service businesses.
QUOTES WITH YOUR BRAND
• Create quotes with clients, products, services, quantities, prices, discounts, and taxes.
• Organize line items with section titles and reorder them with a drag.
• Choose your PDF design with your company's colors and logo, with a live preview.
• Share via WhatsApp, email, or any iOS option, and add photo evidence.
FOLLOW-UP THAT CLOSES MORE SALES
• See which quotes are awaiting a reply, which are about to expire, and which jobs are ready to deliver.
• Mark each quote as won, lost, or expired, or extend its validity in one tap.
• Let your client know you're on your way via WhatsApp or text, with ready-made templates.
• Turn on an optional Dashboard with your win rate and this month's quoted and won totals.
FROM QUOTE TO PROJECT
• Turn a quote into a project without re-entering any data.
• Add extra work to the same project; the total updates when you edit the quote.
• Track expenses, labor, client advances, and custom transactions.
• See what you've collected, what's left to collect, and the estimated profit of each project.
EVIDENCE AND REPORTS
• Attach photos and PDFs to your transactions and pinch to zoom.
• Generate PDF reports for each project or a global monthly report.
• Analyze your sales by period with a client ranking by status.
CLIENTS, CATALOG, AND INVOICES
• Keep your clients and your product and service catalog organized.
• Convert quotes into invoices.
• Save and share your company's frequently used documents.
WORK ON IPHONE AND IPAD
• Your data is stored on your device; sync between iPhone and iPad with iCloud on CotizIA PRO.
• Create backups and restore your information.
• Use the app in English or Spanish, with currency, taxes, and date format based on your region.
• Includes a built-in user guide.
START FREE
Create up to 5 quotes and 2 projects. Your existing documents and projects can always be viewed, edited, and exported to PDF.
COTIZIA PRO
Unlock unlimited quotes, premium templates, iCloud sync, and more tools for your business.
Choose a monthly or annual subscription. Eligible users can start a 7-day free trial. Review the price and offer terms in the app before confirming.
Subscriptions renew automatically unless canceled. You can manage or cancel them in your Apple Account settings.
Developed by Seltec.
www.seltec.mx
Support and suggestions: ayuda.seltec@gmail.com
Privacy Policy
https://gist.githubusercontent.com/micketmz/bbf72ec2d54b0dce3e5f4082480cd278/raw/5f0ddb736c73f44b5b8aa76b8df98c1a5e3e7aaa/gistfile1.txt
Terms and Conditions
https://gist.githubusercontent.com/micketmz/9642bb40b4ccacbe88c3ba53e5564b9f/raw/a745484308c6678ee469b515dfd7c72a84ac34ea/gistfile1.txt
End User License Agreement (EULA)
https://gist.githubusercontent.com/micketmz/0e434875fb931e76353e92828baebcd1/raw/00a31bea611446ebcc12f80e598e9d23ccd22ac9/gistfile1.txt
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