Priced from your catalogue
Line items pull from products and item configurations so pricing is consistent, with VAT codes and nominal codes applied automatically.
Approve online
Customers open a secure quote page, review and accept; you get notified and the status updates. Revisions are versioned.
Into the job, not a filing cabinet
Accepted quotes stay on the customer's record with the job that followed, so the next quote starts from what you priced last time.
Everything it does
Quote Kit, feature by feature.
The admin screens, customer-facing flows, emails and documents that ship with Quote Kit. Every one of these is live in the platform today, ask to see it on the walkthrough.
Quoting
- Quote builder with sections, line items, discounts and notes
- Item types and configurable item sets for repeatable pricing
- Statuses and revisions with a full audit trail
- Branded PDF output from editable templates
Customer side
- Secure online quote view with accept / decline
- Email delivery with reminders
- Quote requests from website forms land in the pipeline
After acceptance
- Accepted quotes linked to the resulting order, booking or project
- VAT and nominal codes ready for Xero and Sage
- Won, lost and outstanding value at a glance
Part of the platform
How it sits with the rest of your workspace.
Quotes attach to leads and companies in the core, so a website enquiry, its quote and the resulting job are one continuous history.
Often combined with
See Quote Kit on a live workspace.
Forty minutes, your questions, the real admin, and a straight answer on whether it fits how you work.