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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)