Quotation & Estimation Tool

Business OperationsSmall system

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

✓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 — typically $50–$300 each.

+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)