Use case 08 · Quote builder
Accurate quotes in minutes, the same every time.
A quote builder for your sales team, built on your own price lists, costs, discounts and margin rules. Quotes go out in minutes instead of a day, prices stay consistent between reps, and every quote is followed up.
The problem
“Quotes take a day, and they’re never the same twice.”
- Quotes take a day, and they’re never the same twice.
- Prices drift between reps, and discounts eat into margin.
- Sent quotes are forgotten instead of followed up.
Your price lists and rules→Quote in minutes→Sent and tracked
Before
Quotes built by hand in spreadsheets, with prices that drift between reps.
After
Accurate, consistent quotes in minutes, and every one followed up.
Good for: Wholesale, B2B sales and service businesses.
How it works
From scattered work to done, in three steps.
1
Your price lists and rules
We build in your price lists, costs, volume breaks, discounts and approval rules.
2
Quote in minutes
Reps choose the customer, products and quantities, and get a branded quote that already follows your rules.
3
Sent and tracked
Every quote is logged, follow-ups are scheduled, and won quotes can turn straight into orders.
What you get
Built around how your team already works.
- Branded quotes in minutes, as a PDF or email
- Margin checks, and approval for big discounts
- Follow-up reminders on every open quote
- Win and loss reporting by rep, customer and product
Works with
Popular with
Fixed price in writing within 48 hours. You own everything we build. No per-seat fees.
Questions
Questions about this tool.
Can it handle complex pricing?
Yes. Volume breaks, customer-specific prices, options, freight and custom items are all common. If your best rep can work it out, the quote builder can follow the same rules.
Does it connect to our CRM?
It can read customers from, and write quotes back to, Salesforce, HubSpot and most other CRMs, so your pipeline stays up to date.
Can it use our true production costs?
Yes. Paired with a production cost calculator, every quote starts from your real cost and your target margin.
Related use cases
Often built together.
Want this in your business?
Book a 30-minute call. Fixed price in writing within 48 hours.