Quote Builder
Professional quotes and proforma invoices in minutes.
A lightweight tool for sales and admin teams to draft, brand, and send polished quotations and proforma invoices — with line items, taxes, terms, and PDF export. Designed to integrate with CRMs and ERPs.
The problem it solves
Sales teams spend hours formatting quotes in Word and Excel. Versions diverge, branding drifts, and follow-up gets lost.
Target market
Sales-led SMEs, professional services firms, distributors, and IT solution providers.
Key modules & features
Module 01
Branded Templates
Per-tenant logos, colors, and terms applied automatically to every document.
Module 02
Line Items & Taxes
Itemized pricing with configurable taxes, discounts, and totals.
Module 03
PDF Export & Email
One-click PDF export and send-via-email with delivery tracking.
Module 04
Status Tracking
Draft, sent, accepted, expired — with reminders and version history.
Benefits
- Send polished quotes in minutes, not hours
- Consistent branding across every customer touchpoint
- Follow up before quotes go cold
Screenshots
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Start the conversation
Let's build what's next.
Whether you're modernizing a legacy system, launching a new product, or hardening your security posture — we'd like to hear about it.