Core apps
Quote Builder
Create structured customer quotations from a configurable service list and approved pricing rules.
Built on: Quotes, Proposals and Payments
Example build. Not available to buy as shown, but we can build you something similar on the same Base.
Similar builds from £995
Web App
See it running
Phone screenshot of the live app.
What it does
Quote Builder turns a service catalogue into a controlled quotation workflow. The operator selects a customer, chooses services, adjusts quantities within allowed rules, and issues a quote that can be approved and written back to the customer system.
Problem solved
Many service businesses quote from memory, spreadsheets or unread emails. That creates inconsistent pricing, slow follow-up and no clean handoff into delivery.
Workflow
- 1Select customer
- 2Select services
- 3Adjust quantities
- 4Apply approved pricing
- 5Generate quote
- 6Send
- 7Customer approves
- 8Customer system updates automatically
Features
Configurable service list
Services, units and approved rates live in one catalogue.
Rule-based pricing
Operators can work within defined ranges rather than inventing prices.
Send and approve
Quotes can be issued and marked accepted before work begins.
Customer system write-back
Accepted quotes update the customer record and pipeline.