Sales & Quoting Management

Win more jobs, faster – from first quote to final payment. 

Your revenue engine starts here. Flex centralizes quoting, pricing, contracts, and payments in one seamless platform so you can respond first, close faster, and manage every client relationship without switching tools.

rental inventory management software

Close Deals Faster

Send polished proposals in minutes, complete with pricing, add-ons, and terms, so you’re always first in the client’s inbox and first to win the job.

Price With Confidence

Maximize revenue and boost margins with automated pricing, bundled services, and dynamic discounts = no spreadsheets or manual calculations required

Sign and Send Instantly

Turn quotes into legally binding contracts and get them signed instantly online – no printing or mailing required.

Accelerate Billing & Payments

Automate invoicing, accept payments &  track cash flow – all from the same platform where you quote and close.

Know Every Last Client

Centralize every customer detail – from conversations to contracts – for complete visibility across the entire sales process.

Ready to streamline your sales?

We’ll tailor a walkthrough around your process – turning sales chaos into a repeatable, revenue-driving workflow.

Make selling seamless from first quote to final payment. Flex unites quotes, pricing, contracts, billing, and contact management into one seamless workflow. Eliminate tool chaos, reduce costly errors, and close deals faster – all from a single platform.

Build Winning Quotes Quickly

rental inventory management software

Build professional quotes in less time – complete with gear, labor, and services – and make updates on the fly to keep deals moving.

Maximize Every Single Deal

rental inventory management software

Streamline pricing, apply discounts, and bundle packages to boost deal size and profit – all without slowing down the sales process.

Close Without Friction

rental inventory management software

Send contracts and collect e-signatures in seconds. When it’s time to invoice, payments are already connected – so cash hits your account faster.

"What used to take hours takes minutes in Flex. It has literally changed my life. I just don’t know how we did it before."

Mike D’Eri

Founder and CEO
rental asset management software
rental inventory management software

Frequently Asked Questions

How long does it take to build a quote in Flex?

Most users can create and send a fully detailed quote in under 5 minutes, even for complex multi-day events.

Can I customize proposal templates?

Yes — Flex lets you create branded templates with your logo, terms, pricing structures, and optional add-ons.

Does Flex integrate with payment processors?

Absolutely. Flex integrates with PayEngine to support credit card and ACH payments, so clients can pay invoices instantly.

Can I manage multiple contacts under one company?

Yes — you can track multiple stakeholders, log communications, and link all quotes, contracts, and invoices under one account.

Ready to win more jobs?

Flex unites quoting, pricing, contracting, and payments into one seamless sales process – so you can focus on what matters most: growing your business.

Flex Gear Tracking Solutions

Explore More of Flex Rental Solutions

Flex goes beyond Sales & Quoting. Explore inventory, operations, warehousing, scanning, billing, invoices, payments, and more – all in one platform built for event pros.