Estimates & Proposals

Build the quote. Send the link. Get the approval before leaving the driveway.

Most estimate workflows end with a PDF attachment and a hope. HieCOR connects quote building to a branded customer approval page, real-time approval tracking, AI-flagged follow-up, and one-click invoice conversion — so the gap between "we sent the estimate" and "the customer approved" is measured in minutes, not days.

See a 30-minute demo Explore the platform ↓

No commitment required · US-based implementation team

<5 min

from customer record to ready-to-send estimate

profile, pricing, and tax all pre-populated

Instant

customer notified the moment the estimate is sent

text or email with branded approval link

Real-time

estimate activity visible to your team as it happens

opened, questioned, approved, or stalled

1 click

approved estimate converted to invoice with zero re-entry

all line items carry over exactly as approved

Built for retail and service businesses where the quote-to-close gap is a revenue problem

Appliance retail & serviceFurniture retailHVAC & tradesAppliance repairEquipment sales & serviceGarage doorHome servicesPlumbing & electrical

<5 min

from customer record to sent estimate

profile, pricing, and tax pre-populated

Real-time

approval and activity visibility as it happens

opened, questioned, approved, or stalled

45 days

average time from contract to go-live

US-based implementation team included

1 click

estimate-to-invoice zero re-entry

all line items carry over exactly as approved

Estimate Lifecycle

From first quote to approved work — one connected proposal workflow.

Estimate operations break when quote creation, customer presentation, approval tracking, and invoice conversion live in different tools. HieCOR connects every step from estimate building through follow-up and conversion.

app.hiecor.com / estimate / 33410

1Build

Create a professional, itemized estimate in minutes.

Start from the customer record or a service ticket and HieCOR pre-loads the customer name, service location, and history. Add products, labor, parts, delivery, installation, and fees. Pricing and tax calculate automatically from the same catalog that powers your POS — no manual price lookup.

<5 minFrom customer record to ready-to-send estimateCustomer profile, service location, product pricing, and tax all pre-populated — estimate built in minutes, not hours.

✓Customer and location pre-loaded from CRM record
✓Products, labor, parts, delivery, and fees on one estimate
✓Pricing and tax calculated automatically from catalog
✓Draft, preview, and review before sending to the customer

See it in action Explore CRM & Customer Records →

app.hiecor.com / estimate / 33410

2Send

Send a branded customer-facing approval page — not a PDF attachment.

The customer receives a text or email with a link to a clean, branded proposal page showing line items, totals, terms, and validity date. They can review, ask a question, download a PDF, or approve — without printing anything, without a login, from any device. Your team is notified the moment they open it.

InstantCustomer notified the moment the estimate is sentText or email with a branded approval link — customer can review, ask a question, download PDF, or approve from any device.

✓Branded proposal page with itemized line items and totals
✓Terms, validity date, and approval action presented clearly
✓Customer notified by text or email with direct approval link
✓Your team notified the moment the customer opens the estimate

See it in action Explore 2-Way Text Messaging →

app.hiecor.com / fulfillment / order-detail

3Track

Know when the customer views, questions, or approves — in real time.

Your team sees the moment a customer opens the estimate, asks a question, or approves. Opened-but-not-approved estimates are flagged for follow-up. Questions arrive in the 2-way inbox with estimate context attached. Stalled proposals surface automatically so nothing ages unattended.

Real-timeEstimate activity visible to your team as it happensOpened, questioned, approved, or stalled — your team sees every estimate interaction the moment it happens.

✓Opened and approved status visible in real time
✓Customer questions arrive in 2-way inbox with estimate context
✓AI flags viewed-but-not-approved estimates for follow-up
✓Stalled estimate alerts before the validity window expires

See it in action Explore 2-Way Text Messaging →

app.hiecor.com / estimate / 33410

4Approve

Capture approval, authorization, and deposit in one step.

When the customer approves, HieCOR records the approval, captures terms acceptance, and optionally collects a deposit before any work begins. The estimate status updates immediately, your team is notified, and the approved estimate is ready for conversion to an invoice or work order.

1 clickCustomer approval, terms acceptance, and deposit capturedApproval, policy acceptance, and optional deposit collected in one customer action — estimate converts to operational record automatically.

✓Approval captured with terms acceptance at the customer end
✓Deposit collection connected to the approval step
✓Team notified immediately when approval is received
✓Estimate status updates automatically on approval

See it in action Explore Payments →

app.hiecor.com / invoice / create

5Convert

Turn an approved estimate into an invoice in one click.

Convert an approved estimate to a full invoice without re-entering a single line item. All products, services, labor, fees, and customer details carry over exactly as approved. The invoice is immediately ready for payment collection. No re-entry, no version mismatch between what was quoted and what was billed.

1 clickApproved estimate converted to invoice with zero re-entryEvery line item, product, service, and customer detail carries from the approved estimate to the invoice automatically.

✓One-click estimate-to-invoice conversion
✓All line items, pricing, and details carry over exactly as approved
✓No version mismatch between quote and invoice
✓Invoice immediately ready for payment collection

See it in action Explore Retail Invoicing →

app.hiecor.com / service / field-ticket

6Follow Up

Never let an approved estimate sit unconverted — or a good lead go cold.

AI monitors your estimate pipeline and surfaces two types of opportunities every morning: approved estimates waiting for conversion to an invoice or work order, and viewed-but-not-approved estimates where a timely follow-up could close the sale. Your team works a ranked action list, not a manual log review.

DailyAI-ranked estimate follow-up and conversion opportunitiesApproved estimates awaiting conversion and stalled proposals ranked by value and urgency — surfaced every morning for your team.

✓Approved estimate awaiting conversion surfaced automatically
✓Stalled estimate follow-up ranked by age and value
✓AI-drafted follow-up message with estimate context attached
✓One-click send from the follow-up recommendation

See it in action Meet Jamie, your Sales AI →

Core Capabilities

Built for estimates that need to close — not sit in an inbox.

HieCOR connects estimate creation, customer-facing approval pages, approval tracking, terms acceptance, deposit collection, and one-click invoice conversion in one operating system.

📝

Estimate builder

Customer profile, service location, product pricing, and tax all pre-loaded. Add products, labor, parts, delivery, and fees. Every line item from the same catalog that powers your POS.

CRM pre-populatedProducts & laborParts & deliveryAuto tax & pricing

🌐

Customer approval page

Branded proposal page with line items, totals, validity date, and approval action. Customer approves, asks a question, or downloads a PDF — from any device, no login required.

Branded proposal pageLine items & totalsApprove from any devicePDF download option

👁️

Real-time activity tracking

Open, approval, and question notifications the moment the customer interacts. Stalled estimate alerts before the validity window expires.

Open & approval alertsQuestion notificationsStalled estimate flagsValidity window tracking

✅

Approval & deposit

Terms acceptance, authorization, and optional deposit collection captured at the approval step. Team notified instantly.

Terms acceptanceAuthorization captureDeposit collectionInstant team notification

⚡

One-click invoice conversion

Approved estimate converts to a full invoice in one click. All line items, pricing, and customer details carry over exactly. Zero re-entry.

1-click conversionZero re-entryExact line item carry-overImmediately billable

🤖

AI follow-up & recovery

Viewed-but-not-approved estimates and approved estimates awaiting conversion both surfaced daily. Jamie AI flags stalled proposals.

Stalled estimate alertsApproved-awaiting-conversion queueAI follow-up recommendationsRanked by age & value

AI Employees

AI working your estimate pipeline every day.

HieCOR AI Employees monitor your proposal activity and surface the follow-up actions most likely to close stalled estimates and convert approved proposals before they age.

Jamie

Sales & Customer Experience AI

💼

→Identifies viewed-but-not-approved estimates and ranks them by value and time-open for highest-priority follow-up
→Flags approved estimates not yet converted to invoices or work orders — surfaced daily for conversion action
→Drafts a personalized follow-up message for stalled estimates with customer context and estimate details attached

Meet Jamie →

Taylor

Customer Support AI

💬

→Monitors estimate question threads and drafts responses with full estimate context and customer history loaded
→Flags customer questions about estimates unanswered for more than 24 hours and routes them with priority
→Identifies estimate conversations where the customer expressed concern and routes them for associate review

Meet Taylor →

Morgan

Revenue Growth & Marketing AI

📣

→Surfaces customers with expired estimates as winback or re-quote opportunities ranked by original estimate value
→Identifies customers who approved estimates and converted but have not returned at their historical interval
→Triggers a review request after an approved estimate converts to a paid invoice and the job is confirmed complete

Meet Morgan →

Mark

Service Technician AI

🔧

→Reviews service estimates for completeness — missing parts, underestimated labor, or unincluded fees — before sending
→Checks parts availability against live inventory before a service estimate is sent to prevent quoting unavailable stock
→Flags service estimates where quoted labor does not match the complexity of the diagnosed issue based on historical data

Meet Mark →

Why HieCOR

What changes when the estimate is connected to the approval and invoice workflow.

The gaps most retail and service businesses live with every day — and what HieCOR does differently.

Situation	Without HieCOR	With HieCOR
Sending the customer an estimate	✗PDF attached to an email — customer downloads, prints to sign, scans it back — or never responds	✓Branded approval page link sent by text or email — customer reviews, approves, and signs from their phone in under 2 minutes
Knowing if the customer opened the estimate	✗No visibility — team waits days, then follows up with "did you get a chance to look at the estimate?"	✓Team sees the moment the customer opens the estimate — if they open but do not approve, AI flags it for follow-up
Customer has a question about the estimate	✗Calls the office, someone looks up the estimate, answers verbally, no record of the conversation	✓Customer types a question from the approval page — arrives in 2-way inbox with full estimate context, reply logged permanently
Collecting a deposit before work begins	✗Manual process — customer calls with a card number, someone charges it separately, manually noted on the estimate	✓Deposit collection built into the approval step — customer approves and pays the deposit in one action, automatically recorded
Converting the approved estimate to an invoice	✗Open billing system, re-enter every line item from the estimate, verify pricing matches, hope nothing was missed	✓One click converts the approved estimate to a full invoice — all line items, pricing, and customer details carry over exactly
Following up on a stalled estimate	✗Team remembers (or forgets) — no visibility into which estimates are open, viewed, or expiring	✓AI surfaces viewed-but-not-approved estimates daily — Jamie AI drafts the follow-up with estimate context attached

Use Cases

Built for every type of estimate and proposal your business sends.

HieCOR Estimates & Proposals works for retail quotes, on-site service estimates, installation proposals, and commercial project pricing.

Retail quote

The showroom furniture quote

Customer wants a sectional, two end tables, and a rug. Associate builds the estimate, sends a text link, customer reviews on their phone that evening and approves. Associate converts to invoice in one click and schedules the delivery.

Estimate sent by text in under 5 minutes
Customer approves from their phone that evening
One-click invoice conversion the next morning

Service repair

The on-site appliance estimate

Technician diagnoses the washer, builds the estimate on their mobile device with parts, labor, and travel. Customer receives the approval link by text while the technician is still at the property. Customer approves, deposit is collected, return visit scheduled — before leaving the driveway.

Estimate built on-site from mobile device
Customer approves by text while tech is present
Deposit collected at approval, return visit scheduled

Commercial project

The multi-phase installation proposal

Commercial client needs a full appliance installation across 12 units. Team builds a detailed proposal with phased line items, Net 30 payment structure, and a PDF download for the finance team. On approval, it converts to a work order and phased invoice schedule.

Multi-line proposal with phased billing
PDF download for finance team review
Converts to work order and invoice schedule on approval

FAQ

Questions buyers usually ask first.

Everything buyers ask before deciding whether HieCOR is the right platform.

AwarenessCan customers approve estimates without logging into a portal?

Yes. Customers receive a text or email with a link to a branded approval page. They can review, approve, ask a question, or download a PDF — with no login required, from any device.

AwarenessDoes HieCOR notify the team when a customer approves?

Yes. Your team is notified the moment a customer opens, questions, or approves an estimate. If opened but not approved within the configured window, AI flags it for follow-up.

AwarenessCan a deposit be collected at the time of estimate approval?

Yes. Deposit collection is built into the approval step — the customer approves and pays the deposit in one action from the same approval page. The deposit is recorded on the estimate and carried to the invoice automatically.

EvaluationHow does the estimate-to-invoice conversion work?

One click converts an approved estimate to a full invoice. All line items, pricing, services, fees, and customer details carry over exactly as approved. No re-entry, no version mismatch between the quote and the bill.

EvaluationCan estimates include service details and parts?

Yes. Estimates can include service call charges, diagnostic findings, labor, parts (with live inventory availability checked), delivery, installation, accessories, and customer-facing notes — all from the same catalog that powers your POS.

EvaluationHow does AI help with stalled estimates?

Jamie AI monitors your estimate pipeline and surfaces viewed-but-not-approved estimates daily, ranked by value and time-open. It also flags approved estimates awaiting conversion and can draft a follow-up message with the customer and estimate context attached.

DecisionHow is HieCOR Estimates & Proposals priced?

HieCOR Estimates & Proposals is included as part of the broader HieCOR platform. Most businesses replace 2–3 existing estimate and proposal tools when they implement HieCOR. Pricing is discussed during the demo.

DecisionWhat does implementation look like for estimates?

HieCOR's US-based implementation team handles estimate template setup, branded approval page configuration, approval workflow and deposit settings, and integration with your invoice and order management workflows. Most businesses are live within 45 days.

Build the quote. Send the link. Get the approval before leaving the driveway.

From first quote to approved work — one connected proposal workflow.

Create a professional, itemized estimate in minutes.

Send a branded customer-facing approval page — not a PDF attachment.

Know when the customer views, questions, or approves — in real time.

Capture approval, authorization, and deposit in one step.

Turn an approved estimate into an invoice in one click.

Never let an approved estimate sit unconverted — or a good lead go cold.

Built for estimates that need to close — not sit in an inbox.

Estimate builder

Customer approval page

Real-time activity tracking

Approval & deposit

One-click invoice conversion

AI follow-up & recovery

AI working your estimate pipeline every day.

What changes when the estimate is connected to the approval and invoice workflow.

Built for every type of estimate and proposal your business sends.

The showroom furniture quote

The on-site appliance estimate

The multi-phase installation proposal

Questions buyers usually ask first.

Ready to see HieCOR Estimates & Proposals in action?