Every manufacturer. One quote.
Import the quote files from every manufacturer you buy from, add your margin, and send your customer one proposal. When they say yes, run the job from the same place.
Built for dealers
You quote from several manufacturers. Your customer sees one proposal.
No more retyping manufacturer quotes into a spreadsheet to add them up.
Every manufacturer, one quote
Import the quote files from Durabuilt, Kohltech, Milgard and Vinyltek — several into the same quote — with sizes, colours and prices filled in for you.
Your margin on every line
Margin and profit worked out per line and for the whole job. Reorder lines by dragging, add labour, and export the proposal to Word for your customer.
Clients and their quotes
Every client with their addresses, files, notes and every quote you've sent them, so the next quote starts where the last one left off.
Leads, companies & calendar Standard
Leads with job-site addresses, site visits on a shared calendar with invites, and the builders and property managers you work with.
Won quote to finished job Standard
Remeasurement, documents and deposit, material orders, delivery, installation, invoice and service — every job through the same stages.
Dashboards & leads map Professional
See what's moving and what's stuck across every job, and where your leads are on a map — without a spreadsheet export.
How it works
From manufacturer files to an installed job
Quoting is where it starts. Upgrade when you want the rest of the job in here too.
Import
Quote files from each manufacturer
Combine
One quote, your margin on every line
Send
One proposal for your customer
Win
The quote becomes a job
Install
Remeasure, order, deliver, install
Online payments
Get the deposit without chasing it.
Send a pay link with the quote. Your customer pays by card, bank debit or Interac e-Transfer, and WinCore records it on the job.
A pay link for every deposit
Ask for a deposit, a progress payment or the final payment from the quote. Email the link or copy it — your customer doesn't need an account.
Card, bank debit or e-Transfer
Card and pre-authorized bank debit go through Stripe, into your own Stripe account. Your Interac e-Transfer details show on the same page, and your customer tells you when they've sent it.
A QR code on quotes and invoices
Quotes and deposit invoices you generate print a Pay online box with a QR code for what's still owed, so a customer reading the PDF can pay from their phone.
Reminders, sent for you
A link that's still unpaid is emailed again after 3 days, then once more a week later. No reminder once your customer says the e-Transfer is on its way.
Recorded on the job
Payments land on the quote's Payments tab with Stripe's fee and your net, and the job moves on once the deposit clears. You get an email when money comes in.
Refunds and disputes, kept straight
Refund all or part of an online payment from WinCore. Refunds made in Stripe and disputes show up too, so a job never looks paid when it isn't.
Included on every plan. No monthly fee: on card and bank payments you pay Stripe's processing fee plus a small WinCore fee. e-Transfers cost nothing extra. You can pass the card fee on to your customer where the law allows it.
Make it yours
Set WinCore up the way your shop works.
Your admins change these themselves in the Organization area, without calling us. What you can change grows with your plan.
Every plan
From Starter
- Your currency, date format and language — English or French, on screen and on each client's documents
- Your taxes, quote numbering and quote defaults: markups, install rates, deposit
- Ready-made job descriptions and terms for your quotes
- Your company details, logo, colour and terms on quotes and invoices, and your logo in the app
- Your time zone, working week and holidays
- Your own dropdown choices and status names
- Up to 5 custom fields on your clients
- Online payments, into your own Stripe account
- Admin and Member access for your team
Standard
Everything in Starter, plus
- Your own lead sources, job stage names and company types
- The wording of the installation invite you email
- Up to 5 custom fields on leads, jobs and companies too
Professional
Everything in Standard, plus
- The app and your sign-in page in your colour
- Custom roles: decide what each person can see and do, like costs and margins
- Up to 30 custom fields on every kind of record
Enterprise includes everything in Professional, on a deployment of your own.
Simple pricing
Start with quoting. Grow into the rest.
Month to month, in Canadian dollars. Checkout happens on Stripe's own page.
Starter
2 to 10 seats
- Import quotes from every manufacturer
- One combined proposal per job
- Margin & profit on every line
- Clients & their quote history
- Proposal export to Word
- Email support
- Online payments: card, bank & e-Transfer
From $150/month: 2 seats minimum
Get startedStandard
Up to 20 seats
- Everything in Starter
- Leads & site-visit calendar
- Companies you work with
- Job pipeline, remeasure to service
- Purchase orders per manufacturer Soon
Professional
Up to 30 seats
- Everything in Standard
- Dashboards & reporting
- Leads map
- The app & sign-in page in your colour
- Custom roles & permissions
- 30 custom fields per record
- Your own database
- Manufacturer paperwork checked against your POs Soon
Enterprise
30+ seats
- Everything in Professional
- Custom seat count
- A deployment of your own
- Priority support
- SLA & hands-on onboarding
At checkout, use the email you want to sign in with. Each email belongs to one company. By subscribing you agree to the Terms of Service.
Questions
Frequently asked
Which manufacturers can I import from?
Durabuilt, Kohltech, Milgard and Vinyltek today, from the quote file their ordering software exports. Buying from someone else? Tell us who — adding manufacturers is what we're working on most.
Can one quote have windows from more than one manufacturer?
Yes — that's the point. Import a file from each manufacturer into the same quote, add your labour and margin, and your customer gets one proposal with one total.
Is there a contract?
No. Starter, Standard and Professional are month to month — change or cancel your plan anytime from your organization settings.
We only need quoting. Do we pay for the CRM?
No. Starter is quoting and your clients, priced per seat. Move to Standard when you want leads and the job pipeline too — your quotes and clients come with you.
Where is our data stored?
In Canada: on Amazon Web Services in its Canada (Central) region, in Montréal. Every company's data is kept separate from every other's, and Professional companies get a database of their own. See our Privacy Policy.
Can we bring in our existing clients?
Yes. Send us a spreadsheet of your clients when you start and we'll bring them in for you, so your first quote doesn't start from a blank list.
Is there a free trial?
No, but we'll show you first. Book a demo and we'll walk through it with your own manufacturer files, so you see your quotes in WinCore before you pay.
What happens to our data if we cancel?
Your plan runs to the end of the month you've paid for. After that your workspace is paused, not deleted: your quotes and clients are kept, and they're there again when you come back. Ask us and we'll delete everything for good.
Does it work with QuickBooks?
Not yet. Accounting integration is on our list; tell us what you use so we know what to build first.
What if we need more than 30 seats?
Enterprise is a deployment of your own with a custom seat count, an SLA and hands-on onboarding. Reach out and we'll set it up.
Stop adding up manufacturer quotes by hand.
Pick a plan and your team can be quoting inside the hour.