Sales
Quote Builder
Create structured customer quotations from a configurable service list and approved pricing rules.
From £995
Web 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 CRM.
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
- 01Select customer
- 02Select services
- 03Adjust quantities
- 04Apply approved pricing
- 05Generate quote
- 06Send
- 07Customer approves
- 08CRM 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.
CRM write-back
Accepted quotes update the customer record and pipeline.