Quote / Proposal Builder
Build client quotes with line items, expiry and status.
Overview
The Quote / Proposal Builder produces a clear, line-itemised price proposal you can send to a prospective client. It is the document that turns a sales conversation into a yes-or-no decision, and the cleaner it looks, the faster the decision tends to come. Each quote captures the client, the scope summary, the line items with quantities and prices, applicable taxes, an expiry date, and a status that moves from draft through sent, accepted, rejected, or expired.
For agencies, consultants, contractors, and any business that prices custom work, the builder makes the move from "let me put a proposal together" to "here is the document" a five-minute exercise rather than an afternoon. The expiry date in particular is a quiet but effective tool: it makes the offer scarce, prevents stale prices being honoured months later, and gives you a natural follow-up moment.
How it works
You select the client from your saved list, write a short scope summary, and add line items with descriptions, quantities, unit prices, and optional tax rates. The builder calculates subtotals and totals as you type. Set an expiry date and a status; the document renders cleanly enough to send as-is or to copy into your proposal template.
When a client accepts, mark the quote accepted and convert it into an invoice through the Invoice Generator without retyping anything. When a quote expires, the status updates so you can decide whether to follow up, requote, or close the opportunity.
Examples
- Agency proposal. Quote a website project across discovery, design, development, and content phases with totals per phase.
- Consulting engagement. Offer two pricing tiers (a fixed scope and a retainer) on the same quote so the client picks rather than negotiates.
- Product sale with services. Combine hardware line items, installation services, and a support package on one quote.
- Tender response. Prepare a structured response with a clear price breakdown that buyers can compare against competitors.
FAQ
What expiry should I set?
Most quotes use 14 to 30 days. Shorter windows create urgency; longer windows risk price drift.
Can I include optional line items?
Yes. Mark them in the description as optional and total them separately in notes, or produce two versions of the quote.
Should I show tax inclusively or exclusively?
Match the convention your customer expects. Most B2B quotes show tax exclusively with a separate tax line; B2C quotes often show tax-inclusive prices.
Can I export as PDF?
The rendered document is designed to be saved or printed as a PDF from your browser.
What happens after a quote is accepted?
Convert it directly to an invoice; the client and line items carry across, saving rekeying.