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Calculate how much time and money your business could save with Quotestack. Click here to use our calculator!

Plans To Suit Your Air Conditioning Business

Plans starting from just £165 per month

Monthly Plan

A flexible way to get quoting, follow-ups, and survey booking working quickly without a long commitment.

£500 Initial Setup Fee +

£250

per month

Maximum flexibility

Cancel anytime

Book a Demo

Annual Plan

The best-value option for businesses that want to standardise quoting and conversions for the year ahead.

No Setup Fee!

£165

billed as £1,980 per year

Maximum savings

Long-term value

Book a Demo

Have Questions?

Book a one-to-one demo today.

If you don’t find what you’re looking for, just reach out. We’re happy to help.

Let's Talk

Call Us on 0800 222 9596

Compare Pricing

From solo operators to growing teams, Quotestack supports you every step

Have Questions? Book a free demo with our team

Monthly

£250 per month

Annual

£165 per month

Onboarding & Support

Free Onboarding

Account setup & guided onboarding (training)

Optional follow-up training sessions

Support portal access

Dashboard & Pipeline

Quote dashboard overview

Latest quotes list

Top customers by value

Upcoming site surveys

Sales pipeline / quote stages

Search + filters

Quoting & Output

Quote creation (branded PDF output)

Editable line items / extras

Save + revise quotes

Send quote to customer (email)

Automations & Follow-ups

Automated email follow-ups

Automated SMS follow-ups

Quote reminders / nudges

Site Survey Booking

Survey booking step (post-quote)

Site survey invitation messaging

Survey reminders (email/SMS)

Analytics & Reporting

Analytics dashboard

Quote performance tracking

Basic reporting

Access & Setup

Mobile-optimised (works in browser)

Website quote widget / embed

Billing

Invoices/receipts via Merchant of Record

Compare Pricing

From solo operators to growing teams, Quotestack supports you every step

Have Questions? Book a free demo with our team.

Monthly

£250 per month

Annual

£165 per month

Onboarding & Support

Dashboard & Pipeline

Quoting & Output

Automations & Follow-ups

Site Survey Booking

Analytics & Reporting

Access & Setup

Billing

Free Onboarding

Optional follow-up training sessions

Support portal access

Latest quotes list

Upcoming site surveys

Search + filters

Editable line items / extras

Send quote to customer (email)

Automated SMS follow-ups

Survey booking step (post-quote)

Survey reminders (email/SMS)

Quote performance tracking

Mobile-optimised (works in browser)

Invoices/receipts via Merchant of Record

Account setup & guided onboarding

Quote dashboard overview

Top customers by value

Sales pipeline / quote stages

Quote creation (branded PDF output)

Save + revise quotes

Automated email follow-ups

Quote reminders / nudges

Site survey invitation messaging

Analytics dashboard

Basic reporting

Website quote widget / embed

Flexible plans

Monthly and annual billing plans available to suit your business.

Book a free demo

Experience Quotestack’s features and benefits with a free demo.

Guided setup call

See Quotestack in action with a demo installed live on a call.

Simple cancellation

You’re free to cancel your account whenever you like.

How It Works

A step-by-step view of how you produce an accurate, instant quote with Quotestack

Customer Submits Details

Customers answer a few quick questions. You get quote info upfront.

Automatic Room Sizing

Capacity is estimated automatically from the details provided.

Brand Preference

Match compatible units from your catalogue, by brand and capacity.

Select Options

Apply labour, materials, margins, and extras automatically.

Instant Quote Output

A branded, customer-ready quote is generated in seconds.

Book Site Survey

Customers book a site survey as the next step.

Customer Submits Details

Customers answer a few quick questions. You get quote info upfront.

Automatic Room Sizing

Capacity is estimated automatically from the details provided.

Brand Preference

Match compatible units from your catalogue, by brand and capacity.

Select Options

Apply labour, materials, margins, and extras automatically.

Instant Quote Created

A branded, customer-ready quote is generated in seconds.

Book Site Survey

Customers book a site survey as the next step.

Frequently Asked Questions

Product basics and how it works

What does Quotestack do?
Quotestack helps Air Conditioning engineers generate accurate, professional quotes faster by guiding customers through a structured quote request, auto-sizing requirements, selecting equipment from your uploaded catalogues, and producing a branded quote output.
Is Quotestack an operational tool (job management, etc)?
No. Quotestack is a quoting tool. Engineers still run jobs through their own operational systems. Quotestack does not handle job operations or take payments.
Who is Quotestack for?
It’s designed for Air Conditioning businesses doing residential and light commercial work and wanting to speed up quoting while keeping control of pricing and margins.
Does Quotestack work for large commercial projects?
It’s not intended as a full commercial-scale system. For larger quoting (e.g. 10+ rooms), Quotestack can still help, but you should include clear messaging/disclaimers that accuracy may reduce and the quote is subject to survey.
Can engineers edit quotes?
Yes. Engineers can sanity-check, adjust, and edit quotes as needed, especially after a site survey, so the final outcome remains under engineer control.
What does the customer experience look like?
Customers complete a multi-step form (designed to reduce drop-off), and can return to drafts that auto-save. Once the quote is ready, they receive a branded quote and next-step messaging.

Setup, onboarding, and integrations

How do we get set up?
Setup typically includes onboarding plus configuration of your brands, pricing rules, labour day rates, margins, and uploaded equipment catalogues so quotes reflect your business logic.
What do you need from us during onboarding?
Common onboarding inputs include your equipment price lists/catalogues, equipment specifications, brand preferences, and examples of existing quotes (to match your style and T&Cs approach).
Do you integrate with our website?
Yes. Typically via a widget embedded on your site so quote requests flow into your Quotestack account. This keeps lead capture and quoting consistent and trackable.
Can Quotestack handle multiple brands simultaneously?
Yes. You can configure the brands you use and upload catalogues so the system can select appropriate equipment based on required output and your pricing.
How do site surveys fit into the workflow?
Quotestack supports a “pre-survey quote” approach: the customer receives an estimate, then books a site survey, after which the engineer can revise the quote if needed.
Can we standardise uploads (CSV) and reduce setup friction?
Yes. A standardised CSV process and templates (plus guided upload prompts) can be used to make onboarding faster and repeatable.

Pricing, value, and growth

What’s the ROI—how does Quotestack pay for itself?
Most customers see value through reduced admin time, faster quote turnaround, improved lead follow-up consistency, and better conversion from quote → survey → sale.
How do we price jobs inside the platform?
Pricing is based on your own configuration - day rates, material costs, margin rules, and equipment pricing so the quote reflects how you actually run your business.
Can we add paid extras (training, more users, marketing support)?
Yes. Add-ons can be offered so customers can purchase extra training/support or additional services as needed.
Is Quotestack intended to replace our estimator?
It reduces manual estimating workload by doing the heavy lifting and standardising the process, but, engineers are still expected to sanity-check outputs and adjust where appropriate.
What results should we expect in the first 1–3 months?
A realistic target is improved speed and consistency first. Then, conversion uplift as follow-ups, surveys, and refinement of templates/inputs bed in.
What if our business is still small?
Quotestack is built to reduce complexity and help small teams move quickly, especially where quoting is the bottleneck.

Automation, support, security, and compliance

What automation is included?
Automated messaging can support the quote-to-next-step process encouraging survey booking, following up consistently, and keeping leads warm without manual chasing.
Can we turn off automation or customise messages?
Yes. Email sequences should be editable, and engineers should be able to disable automation entirely if they prefer manual follow-up.
Do emails include unsubscribe links for GDPR compliance?
They must. All outbound email communication should include an unsubscribe option to support GDPR compliance.
Can SMS messages show our business name/number?
This depends on SMS provider and sender ID capabilities. It’s something to confirm during setup so SMS appears appropriately branded.
How do we keep quality and accountability (audit trail)?
Activity logs linked to individual users help trace changes that could affect quote accuracy whic is useful for governance and debugging.
How does support work?
A Help Centre / “Academy” with how-to guides, videos, and screen grabs reduces repetitive queries. Support tickets should be reserved primarily for bugs, with common questions answered by directing users to the relevant help page.

The automation features are incredible. The website widget allows potential customers to start the quoting process 24/7, and the system automatically sends out professional, branded PDFs. ven better, the automated follow-up emails and SMS sequences work like having a tireless sales assistant. We're booking more site surveys from cold leads without us having to make a single call.

Sophie

We used to spend half a day quoting a single multi-split job. Now we do it before lunch and spend the afternoon fitting systems instead.

A. Patel, AC Contractor

Loved by

Air Conditioning

Engineers

Before Quotestack was implemented, each engineer employed their own unique method for calculating costs.

Gena

It’s like having an office assistant and estimator built into one app.

Marissa G., Maplewood

Our leads went from cold to booked site surveys automatically — we didn’t even have to call.

J. Murphy, Project Manager

Before Quotestack, every engineer had a slightly different way of calculating costs, which led to inconsistent margins. Now, with our day rates, materials, and profit margins hard-coded into the system, we know every quote is priced correctly.

Daniel

We used to dread quoting complex multi-split jobs—it would easily eat up half a day. Since switching to Quotestack, we can generate fully costed, professional quotes in under 10 minutes.

Dennis

Save Time. Close More Deals. Grow Profit.

Quotestack is the first intelligent quoting and sales automation platform built exclusively for air conditioning contractors. Generate fully costed, professional quotes from room data in minutes.

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Have questions?

0800 222 9596

support@quotestack.co

Getting Started

Welcome to Quotestack
How to Create Your First Quote
How to Create Your First Quote
Understanding the Dashboard

Troubleshooting

Quick Fix Guide
Quote Not Generating Correctly
PDF Export Issues
Login and Authentication Problems

Analytics

Analytics Dashboard Explained
Tracking Quote Performance
Tracking Quote Performance
Generating Reports

Settings

Configuring Email Notifications
Customising Your Branding
Managing Billing and Subscription

Team Management

Adding Team Members
Setting User Permissions
Managing User Roles

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Support
ROI & Methodology

Plans To Suit Your Air Conditioning Business

Monthly Plan

£250

Annual Plan

£165

Have Questions?

Let's Talk

Compare Pricing

Monthly

Annual

Free Onboarding

Compare Pricing

Monthly

Annual

Free Onboarding

Free Onboarding

Optional follow-up training sessions

Support portal access

Latest quotes list

Upcoming site surveys

Search + filters

Editable line items / extras

Send quote to customer (email)

Automated SMS follow-ups

Survey booking step (post-quote)

Survey reminders (email/SMS)

Quote performance tracking

Mobile-optimised (works in browser)

Invoices/receipts via Merchant of Record

Account setup & guided onboarding

Account setup & guided onboarding

Quote dashboard overview

Top customers by value

Sales pipeline / quote stages

Quote creation (branded PDF output)

Save + revise quotes

Automated email follow-ups

Quote reminders / nudges

Site survey invitation messaging

Analytics dashboard

Basic reporting

Website quote widget / embed

Flexible plans

Book a free demo

Guided setup call

Simple cancellation

How It Works

Customer Submits Details

Automatic Room Sizing

Brand Preference

Select Options

Instant Quote Output

Book Site Survey

Customer Submits Details

Automatic Room Sizing

Brand Preference

Select Options

Instant Quote Created

Book Site Survey

Frequently Asked Questions

Product basics and how it works

What does Quotestack do?

Is Quotestack an operational tool (job management, etc)?

Who is Quotestack for?

Does Quotestack work for large commercial projects?

Can engineers edit quotes?

What does the customer experience look like?

Setup, onboarding, and integrations

How do we get set up?

What do you need from us during onboarding?

Do you integrate with our website?

Can Quotestack handle multiple brands simultaneously?

How do site surveys fit into the workflow?

Can we standardise uploads (CSV) and reduce setup friction?

Pricing, value, and growth

What’s the ROI—how does Quotestack pay for itself?

How do we price jobs inside the platform?

Can we add paid extras (training, more users, marketing support)?

Is Quotestack intended to replace our estimator?

What results should we expect in the first 1–3 months?