Sales and customers
Online quote builder
A tool that calculates and sends quotes using your pricing rules, so you can respond without redoing calculations by hand.
What is an online quote builder?
An online quote builder is a tool that calculates and sends quotes using your pricing rules, so you can respond without redoing calculations by hand. It includes pricing rules by product, volume or service, a branded PDF quote and sending by email or WhatsApp.
It is part of the Automation Systems service.
What's included
- Pricing rules by product, volume or service
- Branded PDF quote
- Sending by email or WhatsApp
- Each quote recorded in the CRM with its status
The exact scope is set out in writing in your proposal, before you pay.
Who it's for
Businesses that quote every day and repeat the same calculations.
How it connects with other systems
Frequently asked questions
Can I start with just this system?
Yes. Each system works on its own and connects to the others when you need it. You request a no-obligation quote; the scope, the price and the launch date are set out in writing before you pay.
Next step
Want this system in your business?
Tell us how you work today and we'll send you a written quote, no obligation.
Prefer to talk? Book a free consultation