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Business OperationsSmall system
Quotation & Estimation Tool
Build professional quotes fast from a price book, send them for acceptance, and track win rates. Cuts quote turnaround from days to minutes for businesses that price custom jobs.
Typically bought by: Contractors, printers, fabricators, event companies, IT resellers, and any business quoting custom work
Standard features
Always included in the base price. Every one is built, tested and delivered working.
- Price book of products/services with cost and margin
- Quote builder with sections, line items, and options
- Automatic totals, taxes, and margin calculation
- Branded PDF quotes with terms and validity dates
- Email delivery with online view and accept/decline
- Quote statuses and follow-up reminders
- Quote versioning and revision history
- Convert accepted quote to invoice or job
- Win/loss reporting
- Client records with quote history
Popular custom additions
Quoted per feature in the configurator — $50 simple, $150 moderate, $300 complex.
- Configurable pricing calculators (area, weight, hours-based)
- Approval step for quotes below margin threshold
- E-signature on acceptance
- Supplier cost import to refresh the price book
- Multi-language/multi-currency quotes
- Deposit payment link on acceptance
Tech stack
- Frontend
- Next.js + Tailwind CSS
- Backend
- Next.js API routes / Node.js
- Database
- PostgreSQL (Neon)
- Integrations
- Email service, PDF generation, Payment gateway for deposits (Stripe/PayPal/other)