QUOTING ENGINE

Professional Quotes in Minutes.
Win More Work.

Create detailed quotes, share with clients, track responses, and convert to orders - all in one place.

Smart Pricing
Client Portal
Order Conversion

Quote

#QTE-042

Sent
JT

James Thompson

Fitted Wardrobes - Master Bedroom

3x Wardrobe Units£2,400.00
Internal Fittings£450.00
Installation£350.00
Total£3,200.00

Deposit Required

£500.00

Deposit Received!

£500 from James T.

Get Paid Faster

Professional Quotes That Collect Deposits Automatically

Stop chasing payments over email and phone. Send beautiful quotes with your branding, and let customers pay deposits directly through a secure payment page. The money lands straight in your account.

Branded Quote Pages

Your logo, your colours. Professional quotes that reflect your craftsmanship.

One-Click Deposit Payments

Customers click, pay, done. No bank details to share, no manual tracking.

Instant Order Conversion

Once approved, quotes become production orders with one click. No re-entering data.

How Quotes Work

From creating a quote to converting it to a production order — a streamlined workflow.

Step 1

Create Quote

Add items, services, and pricing. Set deposit requirements and delivery details.

Step 2

Send to Client

Email the quote or share a link. Clients view a branded page with all details.

Step 3

Track Response

Know when clients view your quote. Get notified when they accept or reject.

Step 4

Convert to Order

One click converts accepted quotes to production orders. Ready for manufacturing.

Everything You Need to Win More Work

A complete quoting toolkit — from pricing to payments to order conversion.

01

Smart Pricing

Build quotes with products, custom items, services, tax calculations, and discounts. Automatic totals update as you add items.

02

Deposit Management

Request deposits upfront. Show bank details to clients, track payment status, and mark deposits as paid when received.

03

Client Portal

Branded public page where clients review and accept quotes. No login required - just a simple link to share.

04

Attachments

Upload renders, drawings, and specs. Control visibility - mark files as public for clients or keep them internal.

05

Email Tracking

Send quotes via email with one click. Track when emails were sent, opened, and know exactly when clients view your quote.

06

Order Conversion

Convert accepted quotes to production orders with one click. All items, services, and details transfer automatically.

Ready to Win More Work?

Book a personalised demo and see how professional quoting transforms your sales process.