Powerful Quoting Tool
Take back your time and speed up your success. MarginSight helps service pros quote, schedule, invoice, and get paid—all from one place.
Navigate and filter through your product list with ease.
Use MarginSight, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales processUse MarginSight, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process.
Sales Pipeline Transparency
A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close.
Reduce Errors & Misquotes
Peer and management approval workflows ensure every document created in MarginSight is accurate and consistent to reduce errors and misquotes.
Integrated for
Efficiency
Industry-leading CRM and Accounting integrations will transfer your important sales data between MarginSight and your already deployed solutions.
Electronic Signing & Acceptance
Get customer signatures electronically – no more asking the customer to print out the PDF, sign it, and then email it back to you.
Collect Credit Card / ACH Payments
Collect deposits, progress payments, balances or the full amount of the quote. MarginSight supports over 80 gateways – use your existing gateway.
Know When Quotes Are Viewed
Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you’ve wondered if they have even looked at the proposal yet? Get notified with MarginSight!
Standardize Pricing & Workflows
Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation.
Beautiful, Branded Quotes & Proposals
Brand your sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, terms and conditions and contracts. Create stunning presentations.
Centralized Quote Storage
Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, and much more.
Simple Pricing
Price Tables beautifully displayed, we have it!
Blocks allow you to build your own custom posts and pages without any coding knowledge. Here’s a selection of the blocks included on this theme:
Plan One
Essential tools to grow your reputation as a professional home service business.
$29
per month
+
Book and schedule jobs online
+
Send professional quotes
+
Send invoices and receive online payments
+
Create a professional website
+
Reporting
+
Access the app marketplace
Plan Two
Automations and must-have integrations to reduce admin work and impress customers.
$89
per month
+
Send automated reminders
+
Collect payments automatically
+
Document work on job forms
+
Automate quote and invoice follow-ups
+
Connect QuickBooks Online
+
Track time and expenses
Plan Three
Advanced tools to win bigger jobs, scale your operations, and take back your admin time.
$149
per month
+
Access advanced quote customizations
+
Add optional line items
+
Track time automatically
+
Track costs with job costing
+
Connect with customers through two-way SMS
+
Build custom workflow automations
In general, Pricing blocks benefit from legal text detailing terms and conditions. This is a sample paragraph.
Features
Join over 300,000 home service pros who trust MarginSight.
Blocks allow you to build your own custom posts and pages without any coding knowledge. Here’s a selection of the blocks included on this theme:
Made 29 million+ field pros
Jobs completed by MarginSight-powered businesses
50+
Home service industries use MarginSight
12 hours+
Saved on average per week
44%
Revenue growth on average in first year using MarginSight
Built by blocks
Stand out online
Stand out, get discovered, and win more business. Marketing tools in MarginSight help you make a great first impression
Get repeat business
Easily create, send, and track marketing campaigns—all in MarginSight. Target the right customers, set up triggers, and watch your revenue grow.
Testimonials
Show what people think about you with cards
Blocks allow you to build your own custom posts and pages without any coding knowledge. Here’s a selection of the blocks included on this theme:
Highly recommended!
This theme made the process of building my website a breeze. The drag-and-drop interface was easy to use and the templates were customizable.
Beth Robertson
Product Designer
Easy to use!
As a small business owner, I needed a website that was affordable. I was able to create a beautiful website that represented my brand.
Darlene Jones
CFO
Endless customization
Endless customization options and responsive design, plus great customer support. Highly recommend!
Bill Williams
Copywriter
MarginSight
Industries We Serve
Marginsight.com 