Trusted by 200+ businesses across the Americas
Service quoting
Quote in Seconds. Follow Up Automatically. Stay Fully Organized.
At a glance
Built for service providers
Osmos helps service providers create quotes faster, standardize pricing and service packages, capture service requests online, and automate follow-ups—so you close more jobs without extra admin work.
What you can do with Osmos:
Build multiple templates inside Osmos
Rates, packages, and add-ons in one place
Capture complete information upfront
WhatsApp, email, or PDF
Never miss an opportunity
Track every opportunity at a glance
The cost of manual quoting
Service providers lose deals for predictable reasons. Osmos turns quoting into a simple, repeatable process.
You're copying data manually into PDFs and emails, wasting 30-45 minutes per quote.
You rely on memory or sticky notes instead of automated reminders. Deals slip through the cracks.
Different team members quote different rates for the same service. No consistency.
Reps waste hours chasing basic information from prospects before they can even quote.
You don't know what's pending, won, or lost without digging through endless emails.
Fit check
Osmos works well for service providers across industries who send quotes regularly and need faster response times.
Agencies, paid media, web design, SEO, video production
IT consultants, MSPs, integrators, automation services
Accountants, bookkeepers, consultants, training providers
HVAC, electrical, plumbing, maintenance, installations
Cleaning, security, facilities services
Equipment rentals, event services, setup/tear-down teams
✓ If your business sends quotes weekly (or daily), Osmos is a strong fit.
Build your templates, set up your catalog, and start sending quotes in seconds.
30-day trial • No credit card • Support included
Inside Osmos
Design your quote template to match what you already use—or create something new.
Create templates inside Osmos (no "one-template-only" limitation)
Use different templates by service type, business unit, language, or region
Standardize terms, scope notes, and deliverables so the team stays consistent
Build your service catalog once, then quote faster every time.
Hourly, fixed, packages
Rush fee, travel fee, extra visit, warranty, support plan
Descriptions and notes (less typing, fewer mistakes)
Save your reps hours every week. Osmos eQuote is a client-facing request experience that feels like a mix between a contact form and an ecommerce flow.
It helps clients submit the details you need upfront, so your sales reps don't waste time chasing basic info.
What eQuote Helps You Do:
eQuote captures client requests with structured information
📋 Example flows:
Client selects package + add-ons → submits request
Client picks service type + timeline + site details → submits
Client uploads photos/specs → selects options → submits
Direct messaging
Send quotes directly through WhatsApp for instant delivery and quick responses
Professional delivery
Traditional email or PDF download - whatever your clients prefer
Speed up approvals with fewer steps between request → quote → "approved"
Create reminders and tasks tied to quote activity
Keep quotes moving without relying on memory
Improve consistency across reps and across days
See all opportunities in one organized pipeline
See what's new, sent, negotiating, won, or lost
Know what needs attention today
Keep your team aligned on one process
Getting started
Get started with Osmos in 5 simple steps
Build your service catalog with rates, packages, and add-ons (or import a starter list)
Create one or more templates inside Osmos - match your current format or design new ones
Let clients request services online with all the details you need
Generate quotes in seconds and send by WhatsApp, email, or PDF
Automated follow-ups keep deals moving, and your pipeline shows what needs attention today
Customer stories
I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.
What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.
Comparison
See how different solutions compare for service businesses that send quotes regularly.
| Feature | Excel / Sheets | Generic CRM | Osmos |
|---|---|---|---|
| Fast quote creation using a catalog | ❌ | ⚠️ | ✅ |
| Quote templates for consistent layout | ⚠️ | ⚠️ | ✅ |
| Send by WhatsApp / email / PDF | ⚠️ | ⚠️ | ✅ |
| Follow-up automation for quotes | ❌ | ⚠️ | ✅ |
| Clear pipeline for opportunities | ❌ | ✅ | ✅ |
| Online request capture (eQuote) | ❌ | ❌ | ✅ |
| Optional invoices / sales orders | ❌ | ✅ | ✅ |
Questions
Yes. You can design templates inside Osmos based on what you use today or create new ones, and you can have more than one template.
It's an online request experience that combines the simplicity of a contact form with the structure of an ecommerce-style request—so clients submit the right details upfront.
Yes. You can send quotes through WhatsApp as part of your workflow.
No. You can start with quoting + follow-ups and expand later if needed.
No. Invoices and sales orders are optional.
Yes. Your service catalog helps keep pricing and descriptions consistent across your team.
Resources
Complete guide to choosing the right quoting solution
Read more →From lead to payment: how to streamline your sales cycle
Read more →Get started
Build your first service template + catalog, then send your next quote in seconds.
30-day trial • No credit card required • Full support included